Tips for Accounts & Contacts Basket:
This basket is ultimately going to be the biggest one (if you’re really taking advantage of it). This is where you’ll store all the little things like social media account access, cell phones, and whatever else you can think of. Remember to NAME THE EGG with something obvious that you may want to use in a search. This is also a great basket for storing important Files that don’t fit cleanly into another basket.
- EMAIL: We recommend that you create a separate EGG for each email account. An Info Card will automatically be created for each email where you can specify login info as you like
- SOCIAL MEDIA: If you manage pages for companies within your respective account, you may want to mention them in notes OR even add an info card specific to that page… at least important ones
Tips for Reconciling:
We are so sorry for your loss. We recommend that you, first and foremost, contact an expert for assistance. If a trustee or lawyer or any other person is listed, we suggest starting there.
Once you feel like it’s safe to proceed, then go through the eggs in this basket and, if applicable, follow instructions that are in this basket, including all Notes, Eggs, Info Cards, and any attachments they may have.
Finally – we encourage you to print out all the information in your loved one’s eggs, as well as download all attached files, since their account will only be online for a few months.
*Tips are provided to simply kick-start your thinking. They are NOT legal advice and we recommend that you consult an attorney if you have any questions about estate planning or living trusts or any such matters.