I am the “nerd” in our family, so I pay our bills and manage our investments.
(Here’s a post about how I avoid arguing with my spouse about money. My wife is awesome, but she’s not all that interested in the “mechanics” of our finances.)

Every three of four months, I create a Financial Inventory Worksheet for my wife. I keep one copy at home and one copy at my office. The worksheet allows me to keep track of various accounts, balances, and passwords. I print out the inventory worksheet and fill it out by hand. If something were to happen to me (injury, death, etc.), my wife would have access to all account information. I always “date” the worksheet and include an estimated balance for each account.

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Oh yeah. I make sure that I don’t just leave this piece of paper lying around the house. Seriously, a piece of paper with bank account numbers and passwords could potentially be misused.

Account Account Number Telephone Website User Name Password Balance
Date This Document Was Created:

Here’s a post I wrote a few months ago, entitled “What If I Die?”. Not my favorite topic, to be sure. But, these are things for which we must prepare.

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