Florida Estate Planning: Online Accounts and Passwords

Don't forget to include your online passwords in your Florida estate planning documents. If you fail to do so, your accounts may be inaccessible to family members or your personal representative. Like financial information, all passwords should be kept in a safe place, perhaps in files at the office of your Fort Myers estate planning attorney.

When you die, your computer and your accounts may sit dormant if your passwords are unknown. It would be a good idea to create a master list of your accounts and passwords to give your heirs or personal representative access upon your death. This will allow them to close out financial accounts and other sites. 

In addition to passwords, your Florida estate planning should also include beneficiary designation forms. If you have an incomplete or inaccurate beneficiary designation form, it will be very difficult, and, in some cases, impossible to correct the error. Because these forms are contracts, they dictate who gets certain assets. 

Now is a good time to make sure the beneficiary designation forms are accurate for your annuity, life insurance policy, retirement account or pay-on-death account.

For help with any Florida estate planning concerns you may have, you should meet with a Fort Myers estate planning attorney.  

Help from a Fort Myers Estate Planning Attorney is Just a Phone Call Away

Fort Myers estate planning attorney Matthew A. Linde understands firsthand the importance of careful estate planning and the complexities of financial legal matters, such as probate, tax litigation and guardianship. For help with your estate planning concerns, contact our Fort Myers office to schedule a one-on-one meeting with a professional who can answer your questions – 1-239-939-7100 or 1-844-764-5492.

Matthew A. Linde
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