For every family · any faith

Where My Papers & Accounts Are

One list your executor or family can use to find everything: documents, accounts, insurance, property, bills, and your online life. Fill in what you can, a little at a time. Your answers save on this device only, and you can export them to Word.

Draft, still being reviewed.This tool has not yet been reviewed by an attorney. Use it to prepare and think. Have an attorney review your final documents before you rely on them.

Do not write account numbers or passwords.Say where things are and how to find them, not the numbers. Keep this list in a safe place and tell your executor where it is.

Keep it private.Your answers stay on this device. Don’t enter account numbers or passwords. On a shared computer, press Clear all when you finish.