Asset & Account Inventory
The document your family will desperately need and almost certainly does not have: every account, policy, property and debt, with where the paperwork lives. It also flags the things families most often miss — beneficiary designations that override the will, the safe deposit key, and prepaid funeral arrangements.
Fill & print the form
Runs entirely in your browser — nothing is uploaded; your answers are saved only on this device.
Frequently asked
Is this a will?
No. It is an inventory, and it is not legal advice. A will has execution formalities a printed worksheet cannot satisfy. This organises the information a lawyer or executor needs — the part people usually die without doing.
Should I write account numbers on it?
Only if you will store it securely. For anything sensitive, use the encrypted Sovereign Desk, which keeps it on your own machine and can seal it to one named recipient.