*Tips are not legal advice.
What Eggs Should I Add?
Keep track of your Credit Cards & Other Debts by adding an egg for each.
- Credit Cards
- Loans
- Equity Lines
- Medical Debt
Then add/update Info Cards (under MORE INFO) that pertain to your credit and debt Eggs such as…
- Account Access
- Credit Limits / Records
- Payment Plan Info
- Other Terms & Notes
Note – In some cases, a CC or debt can be tied to one of the bank accounts you mentioned in the Bank Basket. If that’s the case, we suggest that you name the debt here and then you can refer back to the bank basket in the notes field rather than creating a redundant info card for the same account.
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.