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Registered
Join Date: Jun 2007
Location: Lake Oswego, OR
Posts: 6,264
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Seems like a lot of work.
I recently administered a friend’s estate.
If he had simply written the institutions, account numbers and a balance at one point it would have been awesome.
Also have a copy of your will and a medical (whatever it’s called) in the safe deposit box.
Tell a friend / child about the box of you both are incapacitated or similar redundant measure.
This stuff isn’t super fun.
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