A private estate directory
Everything your family needs to know, in one secure place.
Organize your important accounts, policies, documents and contacts so the people you trust know what exists and who to call.
No passwords. No bank logins. No full account numbers required.
My estate
Updated 12 March
Mutual of Omaha
(800) 555-0100
Term life insurance
Reference •4821
Navy Federal Credit Union
(888) 842-6328
Checking and savings
Reference •3390
Fidelity
(800) 555-0142
Rollover IRA
Reference •7714
César Ruiz
(602) 555-0188
Estate attorney
Will — fireproof safe
An example directory. Yours holds only what you choose to enter.
How it works
01
Record what you have
Policies, accounts, documents and important contacts.
02
Add the people you trust
Choose who should be connected to your EstateView.
03
Keep it current
Update it whenever something changes.
A few minutes today can save your family hours of searching later.
When your family needs it, they'll know where to start.
What belongs here
- Life insuranceCarrier, policy reference, contact
- BankingInstitution, account type, contact
- RetirementProvider, plan, beneficiary status
- PropertyHome, vehicle, lender, title location
- Legal documentsWhat exists and where the original is kept
- Important peopleAttorney, CPA, agent, advisor
- Government benefitsVA, Social Security, pensions, survivor benefits
- Final wishesImportant preferences and instructions
Give your family a starting point.
Important information often lives across different companies, drawers, emails and filing cabinets. EstateView gives the people you trust one organized place to understand what exists and where to begin.
Know what you have. Make sure your family does too.
Built to store what's useful — not your passwords.
EstateView is designed to help your family find important information without asking you to store financial login credentials.
No passwords
EstateView does not ask for financial login credentials.
No full account numbers required
A partial reference is usually enough for your family to begin a conversation with an institution.
Private by design
Adding a trusted person does not automatically give them access to your estate information.
Put the important things in one place.
For the people who may need it later.
Start with one policy, account or document. You can add the rest over time.