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What bank account information should I organize before I die?

It is important to organize your bank account information before you die. The types of bank accounts you may need to include are:
  • Checking accounts
  • Savings accounts
  • Money market accounts
  • Certificates of deposit (CDs)
  • Debit cards
The information you may need to gather for each account includes:
  • Name of bank
  • Account number
  • PIN number
  • Login and password information for online account management

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Important: This content reflects information from various individuals and organizations and may offer alternative or opposing points of view. It should not be used for medical advice, diagnosis or treatment. As always, you should consult with your healthcare provider about your specific health needs.