Building a Clear Overview of Your Financials
In bereavement, financial clarity is a gift. A simple, accurate overview helps loved ones settle the estate fairly and with less stress.
What to gather for financial overview
Banking: Account lists, IBAN/identifiers, contact details for banks.
Pensions & retirement: Plan information, portals, and statements.
Investments: Brokerage accounts, funds, and private holdings.
Debts & loans: Mortgages, credit lines, and payment schedules.
Tax documents: Recent filings or summaries that support estate administration.
Recurring bills: Utilities, subscriptions, and digital services to close or transfer.
Why it matters in end-of-life planning
Transparency: Avoids missed assets or overlooked liabilities.
Efficiency: Speeds up notifications, closes accounts, and reduces fees.
Fairness: Supports equitable decisions and reduces family conflict.
Digital legacy: Ensures online financial accounts aren’t forgotten.
Make it actionable
Solace helps you to create a one-page index of accounts and contacts.
Store login handover instructions securely (e.g., password manager with an emergency access feature).
Tag each item as Keep, Transfer, or Close to guide loved ones.
Review twice a year or after major life events.
Reminder: Keep sensitive details encrypted and share access only with trusted individuals. Solace will never ask you to provide personal credentials how to login into financial services.
