Print a simple account list
List institutions, account types, contact routes and paperwork locations. Leave out account numbers and passwords. Print the list or download a blank CSV to use privately in a spreadsheet.
My account list
| Institution | Type | How to reach them | Who you chose | Where the paperwork is | Notes |
|---|---|---|---|---|---|
| Never write account numbers or passwords here. | |||||
- ChooseFill only what you want to share.
- PrintUse Letter paper at actual size.
- TellShow someone where you keep it.
Good to know
Do I need an email address?
No. You can print the sheet without an account or email address.
Should I write passwords or account numbers?
No. Record names, contact routes and paperwork locations only. Keep sensitive account details in the secure places you already use.
Does this replace legal papers?
No. It is a preparation sheet. Ask a lawyer in your state about legal documents for your situation.
This sheet is general information, not legal advice. Something wrong here? Tell us.
Keep your family informed
We help you put your accounts, papers and wishes in one place.