When you're completing your Estate Inventory, we want this step to feel simple, secure, and stress-free. The good news: you don’t need to gather account statements or hunt down account numbers. Instead, you'll just enter a few details so your plan stays accurate and easy to maintain over time.
1. No Need to Upload Account Files
You do not need to upload financial statements, screenshots, PDFs, or any documents from your bank or investment institution. Your Estate Inventory is meant to be a clear overview of your assets, not a storage space for sensitive financial paperwork.
2. Account Numbers
You don't need to include account numbers for your financial accounts. However, consider adding the last 4 digits in the Account name field (e.g., "Chase Checking - 4567"). This helps your executor quickly identify and locate the correct account when settling your estate, especially if you have multiple accounts at the same institution. Your plan remains fully valid either way.
3. Just List the Account Type & Institution
Instead of account numbers or statements, simply enter:
The type of account
(i.e., checking, savings, 401(k), brokerage, Roth IRA)The financial institution
(i.e., Chase, Vanguard, Fidelity, Bank of America)
These details are all that your Executor or Trustee will need to know when it comes to finding where each asset is held.
4. Co-Owned Accounts
If you have financial accounts that are co-owned with another person, our platform will count only 50% of each account's value toward your Estate Inventory total — since only your share of those assets belongs to your estate.
You can re-enter co-owned accounts using just your share of the value, or leave them as-is. Either way, the total is for your personal reference only and has no impact on your estate plan documents.
5. How Your Executor or Trustee Will Access the Accounts Later
After your passing, your Executor or Successor Trustee will work directly with each financial institution. They will need to provide:
A death certificate, and
Any additional documentation that the institution requests
Once verified, the institution will give them access to everything they need to manage or distribute your assets. This is a standard process, and it’s one of the reasons your estate documents don’t need account numbers upfront.
Need Help?
If you have questions about listing your accounts or organizing your Estate Inventory, our friendly Member Support team is always happy to help.