CRLLS
Thinks s/he gets paid by the post
We cashed in our pensions and moved them to an IRA at Fido. Also transferred the 401K's there too. Fido also has some after tax monies. They are our "retirement" place. We use a-local bank for transitional monies. And let's not forget the US treasury for I-bonds. After seeing the work to find all of MIL's accounts, I vouched not to do that to our kids. Unfortunately, no one place has the best of class in many areas. I must do what I must do, for their sakes, no matter how messy it might get. Good documentation alongside the stored Will should help them. All I need to do is keep up that list.
