[bleucamaro]

So, if you have any meaningful assets, a trust is very beneficial. And, if your work offers legal insurance, you can often get one setup for free (it's what we did). The trust attorney will also create a pour-over will and establish medical & financial powers of attorney.

In the end, you'll get a binder with hard copies of that stuff for you to keep in your safe/safe deposit box.

But, beyond that, its good to have a list of your assets with institutions and account numbers. If you have a planned beneficiary (outside of your will/trust), you can make them a signor on your accounts, which will speed access.