How it works
Here's what I have. Here's where it is.
EstateView is a directory. You record the companies, references, phone numbers and document locations your family may need. Nothing is connected to your bank, and nothing is released to anyone automatically.
01
Record what you have
Add the institutions, policies, accounts, documents and contacts your family may need to know about. Each entry takes a minute or two, and partial entries are welcome.
02
Add the people you trust
Choose the family members, executor or other people you want connected to your EstateView. They are emailed once, only to confirm that you have their correct contact information. They cannot see your estate information in this version.
03
Keep it current
Return whenever something changes. A few minutes today can save your family hours of searching later.
What you can organize
Money
Bank and credit union accounts
Add each institution your family may need to contact.
Investment and brokerage accounts
Add each firm holding an account. Values are not recorded here.
Retirement accounts
Add each plan or provider, including anything from a former employer.
Annuities
Add each contract your family should know about.
Insurance and benefits
Life insurance
Add each company or policy your family should know about.
Government and military benefits
Add benefits such as Social Security, VA benefits, survivor benefits, SGLI, VGLI or a pension.
Property and obligations
Property and vehicles
Describe what you own. Values are not recorded here.
Business interests
Add any business you own or hold an interest in.
Debts and obligations
Add anything still owed. Exact balances are not needed.
Documents and wishes
Legal documents
Say what exists and where the original is kept.
Final wishes and funeral preferences
Plain notes about what you would like. This does not replace any legal document.
People and other
Key people
Add the professionals and people your family may need to reach.
Digital accounts and subscriptions
This is for discovery and cancellation, not access. Never record logins here.
What EstateView never asks for
Passwords, usernames, PINs, security answers, full card or account numbers, seed phrases, private keys, Social Security numbers or bank logins. There are no fields for them.