How do I find a deceased’s investments?

SiliconChip

wmb194 said:

Sea_Shell said:

Can you take it to a local computer repairer (with documentation to show you have authority) to see if they can access the data.

I say this, because a few years ago, ours packed up, and they were able to access all the data and transfer it to a new hard drive.

I was shocked and glad in equal measure 😉

The OP states a MacBook so they might need to talk to Apple. I know someone who was an executor who unlocked an iPad by taking, IIRC, a copy of the death certificate, probate and their own ID to an Apple Store. They can probably find more details about the procedure online. Perhaps iPads/iPhones are different to Macs but it's an idea.

I think in this case that may result in an unbreakable loop, the MacBook can't be accessed until probate is granted, and probate can't be applied for until the contents of the MacBook are examined.

As others have said, I have been keeping a printed document detailing my accounts, investments, computer access codes, password to my password store, etc., and I make sure my main executor knows where to find this (and this has reminded me that it needs an update now I have a new laptop with a different access code).

Rusty190

I'm not a tech person in any way, shape or form but Apple website help page say that folk can add a "Legacy Contact" to your Apple account ie. someone you choose to have access to the data in your Apple account after your death.
It seems it's only available on more up to date devices but the info may be of use to someone - though I suspect not the OP.

alaneet

Thanks for all your advice/comments. Luckily we’ve managed to get into her laptop and found the information needed.