I've done the larger estate planning questions for myself and my growing family, but on the less tangible and digital keys, how do you maintain a list of your financial information?
I know nearly all of my bank account numbers and passwords by heart, but should something happen to me, I want my wife to know the password to check online balances easily, know basic account numbers at a glance, and more. Has anyone addressed this personally?
- I love a number of Google products but I'm not comfortable putting a Google doc with all accounts & passwords online.
- I have some other soft information such as Facebook, Gmail, etc. passwords so she could close accounts on my behalf
- Possible solution: I have considered putting a password protected Word file or some form of encrypted text file in our joint DropBox, but haven't found the app just yet.
My concerns are:
- Durability against monsters, earthquakes, etc.
- Ease of access for her
- Ability to progressively update it going forward
- Security, security, security
- Ease of updating for either of us
- Ideally platform agnostic, but we're mostly Mac and iOS in the house.
- Can't easily be opened if our computers or iOS devices are stolen