Gransnet forums

Legal, pensions and money

updating paperwork regularly and dying tidy

(58 Posts)
karmalady Thu 26-Oct-23 09:40:52

I have done the downsizing, all paperwork is neat and tidy in a designated place. Passwords etc are in a book. Having been through probate as a widow, having also been the finances manager in our household. I knew where everything was but it still took me a long time to gather details together

Since the last clear-out, some things have changed, savings accounts come and go, subscriptions and direct debits have changed

This article that I saw this morning, a timely reminder

www.express.co.uk/finance/personalfinance/1827720/inheritances-digital-legacy-death-online-finances-banking-pensions

Calendargirl Tue 31-Oct-23 12:24:15

After reading about it on here, I have ordered an Age UK Lifebook.

I suppose it will need updating with insurances, savings accounts etc if we change them, but it will be more organised.

Jaxjacky Tue 31-Oct-23 13:03:13

And I’ve ordered a password book Calendargirl.

Callistemon21 Tue 31-Oct-23 16:05:03

Thanks chelseababy, I will investigate those books.

Callistemon21 Tue 31-Oct-23 16:11:46

Jaxjacky

And I’ve ordered a password book Calendargirl.

I couldn't find the password book, Jaxjacky

Jaxjacky Tue 31-Oct-23 16:45:34

Callistemon

Callistemon21 Tue 31-Oct-23 17:43:26

Oh, thank you, I was looking on the Age UK site!

Calendargirl Tue 31-Oct-23 19:39:47

My passwords are in a little notebook, but I intend to re-do them in an address book, so they will be in alphabetical order, if that makes sense.