Name the people who should be contacted about your accounts. This does not decide who inherits — your will does — but it means we know who to speak to.
Record where the original is held and who drafted it — a solicitor, a notary, or a registry. We do not store the will itself.
A power of attorney lets a person you trust act on your behalf, including if you later become unable to. They are verified like any customer before it takes effect.
Anything you would want the people handling your affairs to know — subscriptions to cancel, arrangements already made, notes for the family.
When someone dies, their family often spends weeks establishing what accounts existed and who may act. A few details recorded now removes most of that work at the worst possible time.
Recording people here does not decide who inherits your money. In Europe and Canada that is determined by your will and by succession law, not by your bank. Nothing here replaces making a will.
Nobody you name is told, and nobody gains access to your accounts. These details are only used if you die or lose capacity, and can be changed or removed at any time.