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

MisterMotivated

I have a tab on my main spreadsheet that I print every couple of months (or if there's a significant change), detailing assets, liabilities, incomes and outgoings.  That should be enough to start off the grieving beneficiaries on their complicated journey through my life

IvanOpinion

EssexExile said:

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.

I like this idea, you could write out loads of related clues and make them do a treasure hunt

Sea_Shell

IvanOpinion said:

EssexExile said:

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.

I like this idea, you could write out loads of related clues and make them do a treasure hunt

Your mission, should you choose to accept it....

(cue music)

pbartlett

you don't need to.list the acounts, balances, amounts etc just the names of the institutions. 

so for example if you list lloyds bank.you executor will contact them and they in turn will.inform your executor of what accounts you have and the balances.

I recommend a piece of paper

mags21

pbartlett said:

I recommend a piece of paper

Mine is all detailed in the ‘snuff it’ book.

macman

If you don't want to record it all online, then simply go low tech and leave a hard copy printout with the copy of your will, or with whoever holds the original. Then update it annually or as often as you think necessary.