A template for financial information

[Rida]

I was looking for an Excel or Word template that would enable me to record
all the necessary information about all my financial holdings viz. Bank
Accounts, Credit Card accounts, Brokerage Accounts, Retirement accounts etc.
It doesn't need to have any actual balances, but just account numbers, names
on the accounts, names of institutions that hold them.
This would be the one doucment that I would like to leave behind for my next
of kin, in case of my death or permanent disability.

 

[Kassie]

Hi Rida

Sounds like you can do this yourself?

Col A = Acct Number
Col B = Acct Type
Col C = Acct Name
Col D = Institution