$
Crunching numbers...
Crunching numbers...
Loading life stage...
If you were incapacitated tomorrow, could your family find your accounts, passwords, insurance policies, and important contacts? Most can't.
$80B+
Unclaimed Assets (US)
Families couldn't find accounts
100+
Avg Digital Accounts
Per person
2-3 hrs
Time to Organize
One-time setup
Financial Accounts
Every bank, brokerage, retirement, HSA account. Institution, account #, login, beneficiary.
Insurance Policies
Life, health, home, auto, umbrella, LTC. Policy numbers, agents, benefit amounts.
Estate Documents Location
Will, trust, POA, healthcare directive. Which attorney has originals? Safe deposit box?
Property & Vehicles
Deeds, titles, mortgage info. Where are physical titles stored?
Digital Access
Email passwords, phone PIN, computer login. Social media legacy contacts.
Key Contacts
Attorney, CPA, financial advisor, insurance agent. Their names and phone numbers.
Monthly Bills & Subscriptions
What auto-pays and from which account. What to cancel.
Password Manager Options
| Feature | Price | Best Feature |
|---|---|---|
| 1Password (Emergency Kit) | $36/year | Emergency access with trusted contacts |
| Bitwarden (Emergency Access) | Free-$10/year | Trusted contact gets access after wait period |
| LastPass | $36/year | Emergency access feature |
| Physical Written List | Free | Can't be hacked. Store in safe/safe deposit box. |
| Apple/Google Legacy Contact | Free | Gives access to Apple ID/Google after death |
The Hybrid Approach
Where to Keep It
Update Annually
Key Takeaways