Example: What they see
Read onlyCall life insurance first
State Farm, policy #78452-B. Agent: Sarah Chen, (555) 234-5678
Will location
Home office, fireproof safe, bottom drawer. Combination in attorney file.
Primary bank account
Chase checking ***4892. Statements mailed to home. Online access recovery via executor email.
A note for you
The oak box on my dresser has letters for each of you. Read them when you are ready.
See the full walkthrough of what happens if you die or become incapacitated tomorrow.

