It’s wise to keep track of your checking, savings, and yielding accounts, especially for the loved ones who might need access to them if something unexpected happens to you. Ensuring they know where to find this information can provide peace of mind and make a difficult situation a little bit easier.

Key fields we store are:

• Nickname for asset
• Approximate value
• Institution where asset is located
• Description of the asset
• Link to specific users (optional)