After my mom died my dad would email my siblings and I a “Roadmap to my estate” each year. It showed that he reviewed things each year, sometimes he had some changes. It told us his accounts, where to find all his docs, where the safety deposit key was and which of us was the co-signer there, who his auto/homeowner insurance agent was, who else to notify ( such as a club he belonged to ) etc., etc…nothing too specific but literally a road map that became very helpful when he died unexpectedly in his sleep. Ironically my siblings blew this off and asked me if I had a copy - of course, I had moved it to a folder. I will be doing the same here shortly with our kids.
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