Beyond a last will

Summary

CNBC's Sharon Epperson gives a brief personal-finance checklist for estate preparation. She says a will is essential to communicate final wishes and that loved ones should know where to find financial information. She recommends listing bank, retirement, and investment accounts, passwords, and a Social Security number.

• A will is presented as essential for communicating final wishes.
• Loved ones should be told where to find important financial information.
• Make a list of bank, retirement, and investment accounts.
• Include passwords needed to access those accounts.
• Include a Social Security number on the list.
• The segment promotes the CNBC Money101 newsletter.
• No specific securities, sectors, commodities, or markets are recommended.