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Master list of financial accounts for wife/daughter

December 15th, 2019 at 02:03 am

Many years ago, I typed up a list of all of our financial accounts in case anything ever happened to me. It listed each account company, type of account, account number, and phone number. I realized recently that I haven't updated that list for a very long time.

I pulled out the list today and it was dated December 2006. Surprisingly, it wasn't terribly outdated. A couple of companies have changed names and we have a few new accounts.

I made a new list today. Instead of phone numbers, I listed website addresses with user ID and password for accessing each account. I attached that list to a copy of our portfolio spreadsheet so that it all matches up.

As soon as we have a moment, I'll have a "financial date" with my wife and show her the new list and how it all goes together. The list will be stored in our lockbox with other important papers.

Posted in Personal Finance | 4 Comments »

4 Responses to “Master list of financial accounts for wife/daughter”

  1. Creditcardfree Says:
    December 15th, 2019 at 03:25 am 1576380358
    1576380358

    Really, really good idea. I might just make this my top thing to get done in January. I might also write up some notes on thoughts of other financial thoughts. My husband relies on my knowledge tremendously, so he would have some things to learn.

  2. terri77 Says:
    December 15th, 2019 at 08:25 am 1576398315
    1576398315

    Very good idea! I may may this my New Year’s project.

  3. Lucky Robin Says:
    December 16th, 2019 at 05:54 am 1576475655
    1576475655

    Isn't it interesting how keeping phone numbers isn't even something you consider these days? In 2006 I'm not sure we could have imagined how much things would change and that businesses would be doing it all over the internet and make it so much easier to keep track of things? Technology sure has changed everything.

  4. disneysteve Says:
    December 16th, 2019 at 03:31 pm 1576510303
    1576510303

    So true, Lucky Robin. I figure once she logs in, or even if she doesn't or can't for some reason, the website lists all of the contact info including phone numbers. And most of the companies have live online chat features if she needs help. Making a phone call is rarely the first step in making contact anymore.

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