Online tool for me to list financial assets in case of death?

MiM

I have various savings, investments, insurance policies etc.  

I'd like to list them all so my wife know what there is if I pop my clogs.

Any idea if anything suitable exists?

theoretica

What do you want out of an online tool that a piece of paper will not give?

colsten

I use AceMoney as my personal finance manager. It is installed, and backed up, in my Dropbox folder to which authorised people will have access in my case of death. The password to Dropbox is held, together with a host of other passwords, in Lastpass. Lastpass have a function which allows authorised people to request access to my Lastpass folder.

None of this is unique to, or dependent on, AceMoney, it's just what I use. You can use any personal finance manager, any spreadsheet, any file, even a JPEG of a handwritten list of accounts. There are also cloud repositories other than Dropbox, and password managers other than Lastpass. One of the easiest options could be a Google spreadsheet to which both you and your wife have the password.

Rufus_Dufus

Google Docs

Mojisola

MiM said:

I have various savings, investments, insurance policies etc.  

I'd like to list them all so my wife know what there is if I pop my clogs.

Any idea if anything suitable exists?

If you want something that covers more than just money, AgeUK have this -

www.ageuk.org.uk/globalassets/age-uk/media/legacy/id204608-0321-age-uk-lifebook.pdf

Your wife may already know much of the info but if someone else ends up being your executor, it could be very helpful.

Zanderman

MiM said:

I have various savings, investments, insurance policies etc.  

I'd like to list them all so my wife know what there is if I pop my clogs.

Any idea if anything suitable exists?

I assume you're thinking about more than just your wife needing to know - as you could pop off together.

At least your wife might have a clue as I'd guess you talk about money now and then.  But what about other people? 

Here in Zanderman Towers we have various spreadsheets and hardcopy lists of accounts.  Unless the house burns down (which we can't rule out of course) those will be found by the relevant grieving masses, I hope, though they might take a few hours to do so.  We don't keep a full list in any particular place online, perhaps we should.  But if we did it would just be a dropbox file or similar.. 

dj1471

If it must be online then just use something like Google Docs or Sheets.

You don’t need a fancy tool, just a list with all the pertinent information.

I have a simple document saved on my computer’s desktop (needs updating often as things change, so better than paper in that regard).

IvanOpinion

A spreadsheet - Mrs O can't wait to get her hands on my spreadsheet ... seriously she can't ... she is approaching me with a kitchen knife as I type .... call the police ................................................................... oh no, wait a minute, I am safe, she just wanted me to open the plastic packing of her new can opener.

MiM

Thanks all, some great suggestions. I do use LastPass and she knows the master password. Very good point about us both going together, I'll have to think about that one. Thanks again.

JGB1955

I have a spreadsheet that I update at the end of each month, detailing my 'Net Worth' (from Money 2005).  It's alongside a piece of paper explaining all of my investments, how to access them in the case of bereavement, how the 'house account' works, what holidays I've booked and committed money to in the next 18 months etc etc.  My father used to have an icon on his laptop called 'Winding up instructions'.  I used to think it a bit OTT but, actually, found it invaluable when I had Power of Attorney and later, Executorship.  There's nothing like being 'too prepared'  All of the info is in the fireproof safe with original wills in our home.

EssexExile

An Excel page with all the accounts on. If I go first the wife knows where to look. If we go together I don't give a tinkers cuss how easy it is to sort out, there's a lot of money and they're going to have to work for it.