Key information your spouse will need
- Bank and investment accounts
- Insurance policies
- Mortgage and debts
- Employer and benefits information
- Legal documents (will, power of attorney)
People they may need to contact
- Lawyer
- Financial advisor
- Insurance broker
- Employer or pension provider
What makes this difficult
In many families, one person manages finances, accounts, and documents. When something happens, the other person is left trying to piece everything together under stress.
How to make this easier
Organize key information in one place so your spouse knows:
- Where things are
- Who to call
- What to do first
This guide is for general information only and is not legal, financial, or tax advice. Speak with a qualified professional about your family's situation.