What Belongs in a Wallet Succession Binder
Families often ask us what to include beyond bank account numbers. A useful briefing binder goes further than a list — it answers the questions a representative will actually ask in the first forty-eight hours.
Account Inventory Pages
Each page should name the institution, account type, approximate purpose (daily expenses, retirement, property tax reserve), and whether the account is held individually or jointly. Include the branch address and, when known, the name of a relationship manager who has met you in person.
