It would be great if you could just tell us to handle this and we magically got it done, but it’s a group effort. Some of what is listed on this page will get you thinking. You’ll need to know answers to these login questions and where some of this information is. We are not asking to see your credit card statements or bank statements, but we can help you track down recurring charges that may be obsolete or fraudulent. Some people choose to redact (black line) their credit card and bank numbers, but let us look through the rest of them as copies – just the items you do not know what they are.
If you engage us in this project, we’ll do as much on our own as we can, but will most likely need you to forward emails to us that verify accounts, have resets for passwords and more. Some of the items will just be for your own list that never have to have access to, but you need to have the information SOMEWHERE – whether you use Drive, KeyChain, LastPass or combination of login-remembering tools.
Remember, any password you might share with us, you can change when we are done or you can help us with more of the grunt work and make the changes yourself with our guidance. These are very flexible plans.