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estate planningHere is a list of the most common accounts and passwords business owners should keep handy. Whether this information is provided to an Executor now, or kept under lock and key at your office or home, it should be easily accessible by trusted employees and family members.

Take a look below to see what information you should record. In some cases, like contacts, you don’t need to record everything, you just need to let people know how and where to access the information.

For many of the items in the list, you must record the financial Institution, contact information and website address, agent or representative contact information, account numbers, account holder information, logins and passwords.

Lastly, don’t forget to provide duplicate keys and the location of this list to your trusted contacts.

Important Contacts & Phone Numbers

  • Family
  • Emergency
  • CPA
  • Lawyer
  • Financial Advisor
  • Contacts and phones lists


  • Savings
  • Checking
  • Money Market
  • Credit Cards
  • Charge Cards


  • Personal Loans
  • Car Loans/Leases
  • Home Equity Loans/Lines of Credit
  • Business Loans /Lines of Credits
  • Overdraft Protection
  • Mortgages
  • Rents/Leases


  • IRAs
  • 401k
  • Investment Portfolios


  • Home
  • Auto
  • Business Liability
  • Life
  • Disability
  • Health

Technology & Subscriptions – payment and access information

  • Phone (don’t forget voicemail password)
  • Internet
  • Cable
  • Utilities
  • Accounting Software
  • PC/Mac
  • Network and Website Administrative, Server and Router Passwords
  • Periodicals and Subscriptions (such as Newsday, NY Times, WSJ, Business and
    Trade Journals, both print and online)
  • Social media (such as Twitter, Facebook, LinkedIn, YouTube, blogs)
  • Photograph and Music Sites (such as iTunes, Shutterfly, Flickr)
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