"After a loved one passes, one of the biggest sources of stress for families is tracking down financial accounts—where they are, how to access them, and what needs to be done. The **Bank Accounts** section in WhatNow changes that by giving you a clear, organized place to document everything related to your banking, so your loved ones aren't left searching through statements, calling branches, or wondering what exists.

In this financial module, you can enter complete details for each account, including:

- Bank name and branch location  

- Account type (checking, savings, CD, money market, etc.)  

- Account nickname or description for easy identification  

- Routing number (if helpful)  

- Any joint owners, beneficiaries, or special notes  

- Contact info for the bank or advisor  

- And yes—the full account number, if you choose  

WhatNow's financial modules add an extra layer of security: sensitive details like the account number have additional  encrypted and hidden behind an additional password prompt. No one sees them until the right person enters the password you've shared or set up for access.

That said, entering the account number is entirely at your discretion. Our goal is always to ease the burden on your loved ones—providing enough information so they can quickly identify, locate, and prove ownership of accounts during probate or settlement. If just the bank name, account type, approximate balance range, and any beneficiary details are sufficient for them to get started (many institutions can help verify and access with proper documentation), feel free to leave the account number blank. But if you want to make the process as smooth and swift as possible—especially for smaller or less formal accounts—enter it with confidence, knowing it's protected.

You can add as many accounts as you have, update them anytime, and even attach supporting documents or notes for extra clarity.

With WhatNow's Bank Accounts section, you're not just listing numbers—you're giving your family a roadmap through one of the most time-consuming parts of settling an estate. No more frantic searches, no more dead ends. Just clear, secure information that lets them focus on remembering you, not paperwork.

Open the Bank Accounts section in WhatNow today. Organize your finances now, and give your loved ones the peace of knowing exactly where to turn."