One place to organise all the details

Remsa

Does anyone know of there is a tool which can consolidate all bank, savings and investments accounts, property, assets and insurance policies in one place (making it easier for kin to find)?
Don't mind if it's cloud based bit would prefer desktop (Windows)

Thanks
R

Yorkshireman99

Remsa wrote: »

Does anyone know of there is a tool which can consolidate all bank, savings and investments accounts, property, assets and insurance policies in one place (making it easier for kin to find)?
Don't mind if it's cloud based bit would prefer desktop (Windows)

Thanks
R

I use a simple four page spreadsheet for my own daily use My executor will have access to it once I die.

Robin9

OP I do something similar to Yorkshireman99 and have all the hard copies in a filing cabinet.

Included your will and funeral details

AnotherJoe

Ditto. Spreadsheet, printed out spreadsheet with will, which contains clues to the password app that family members will understand (and have been talked through) that contains passwords to teh various different bank accounts, ISAs SIPPS etc etc.... etc.

Yorkshireman99

AnotherJoe wrote: »

Ditto. Spreadsheet, printed out spreadsheet with will, which contains clues to the password app that family members will understand (and have been talked through) that contains passwords to teh various different bank accounts, ISAs SIPPS etc etc.... etc.

The authority to use passwords ceases upon death. It is NOT permissible for your heirs or executors to use them in ANY way. Banks and building societies Must be riotified ASAP so accounts can be frozen and prevent incoming or outgoing transactions.

chesky

I keep a 'little black book' which never leaves my house, with all my relevant info on. By now, having been kept (and updated) for the past 20 years, it's a pretty scrappy-looking item, so I very much doubt any thieves would give it a second glance. But my family all know about it and it causes great merriment about what they'll do when they get the keys to the castle.

badger09

Excel multiple sheet spreadsheet with details of all current and savings accounts and investments (including closed/matured), interest received etc. Balances updated at least monthly, though usually weekly:o.

Spreadsheet is password protected, saved on a password protected, encrypted USB. This is copied to another password protected, encrypted USB at least quarterly. One USB comes with me if I'm away from home overnight, and the other is hidden in a safe place.

My son (in Hong Kong) who is co executor with my husband, knows the master password and spreadsheet password. No point my husband knowing them as he wouldn't even know how to get the USB up & running:cool:

Having written this, I suppose I should ensure someone else knows the passwords in case something happens to me & my son at the same time:(.

chesky

badger09 wrote: »

My son (in Hong Kong) who is co executor with my husband, knows the master password and spreadsheet password. No point my husband knowing them as he wouldn't even know how to get the USB up & running:cool:

Having written this, I suppose I should ensure someone else knows the passwords in case something happens to me & my son at the same time:(.

Yup, that's the beauty of pen and paper, most people know how to use them.

getmore4less

The best tool if you don't want to mess around with spreadsheet is still MsMoney.

Use it for personal accounts and anyone taking over your account and investing can have the history as well, handy for that last tax return.

Gers

There's always this:

https://www.ageuk.org.uk/information-advice/care/housing-options/home-safety/lifebook/

Remsa

Thanks all for the replies
I'm using Excel at the moment, was just wondering if there was a secure cloud service which covers this use case.
I use Excel for my budgeting too (far better than any msMoney / JioSoft / Homebank equivalent)

the Lifebook is an interesting hard copy alternative, but shame it's targeted at older demographics. I think this sort of task should be the norm as soon as you have dependants (Spouse/children), which is my driving motivation.

oh well, back to the vba and pivots...