Here's what we did - our son is executor, but doesn't want to know details because the thought of us dying is something he doesn't want to think about. We didn't feel it was necessary to tell him amounts of investments, etc., but he needs to know where things are because we WILL die eventually. So I set up a google doc that I shared with him, with all the "wheres" listed - the lawyer's info, bank contact info, safety deposit box location, insurance company contacts, etc. No $ amounts or account #s are included, just the contact info of who he needs to talk to, and in what order. (i.e. lawyer is first, get a copy of the will, multiple certified copies of the death certificate(s), then contact insurance, etc.). Being an executor is a lot of work, so I tried to lay it all out as a how-to, as well as where everything is.