DeathNote
Free financial affairs organizer

Give Your Family a Map of Financial Accounts and Contacts

Organize institutions, account types, last four digits, insurance references, debts, professional contacts, and document locations without storing login credentials.

Use this template privatelyBrowse all templates

Why This Helps

A concise inventory helps an authorized person know which institutions and professionals to contact without turning the note into a credential vault.

Accounts and policies

Create a findable inventory using minimal identifiers.

  • Banks and account types
  • Retirement and investment providers
  • Insurance companies and policy references

Debts and obligations

Identify recurring obligations and where statements live.

  • Mortgage and credit providers
  • Automatic payments
  • Document and statement locations

Professional map

List the people authorized family may need to contact.

  • Accountant
  • Financial advisor
  • Insurance agent

What a Practical Financial Affairs Guide Looks Like

This fictional example shows the level of detail that can make a plan useful. Adapt the structure to your life and leave out private access secrets.

Example note

Household money map

Income and essential payments

Pension income arrives in the household checking account near the first of each month. Mortgage, electricity, home insurance, and long-term-care premiums are automatic and should remain funded while the estate is reviewed. Streaming and meal-delivery subscriptions can be canceled promptly.

Institutions and records

The current institution list and last four digits are in the green financial folder. Tax returns and accountant correspondence are organized by year in the locked file cabinet. Use statements and official provider contacts to confirm balances; figures in this note may be outdated.

Professional help

Call accountant Leo Grant about the final return and adviser Camille Wong about retirement accounts. Home insurer and life insurer contact cards are clipped inside the folder. No passwords, full account numbers, card security codes, or login instructions are stored here.

What to Gather

A few details are enough to start. You can revise the note whenever circumstances change.

  • Institution names and account types
  • Last four digits or safe reference numbers
  • Insurance and debt information
  • Advisor, accountant, and agent contacts

Important boundary

Use last four digits and external secure storage. Do not store passwords, full account numbers, PINs, security answers, or access codes in DeathNote.

Questions Worth Answering

You do not need every answer today. Start with the question another person would have the hardest time answering for you.

  1. Which institution, policy, benefit, or debt would be easiest for family to overlook?
  2. Which recurring payments protect something important, and which should stop quickly?
  3. Where can an authorized person find recent statements, tax returns, and policy documents?
  4. Do your advisor, accountant, insurance agent, and executor know how to reach one another?

Keep the plan useful

Review after opening or closing an account, refinancing, changing insurance, retiring, changing employers, or filing annual taxes. Keep identifiers minimal and point to current statements held elsewhere.

Keep Planning

These pages cover the closest next steps without turning this template into a catch-all.

Digital estate planning practicesEstate documents organizer

Make It Private, Editable, and Deliverable

Open the exact outline in DeathNote, confirm it before anything changes, and decide who should receive the finished note.

Use this template privately