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umamahahmad's avatar

I need a book recommendation for storing the details of all personal financial insurance etc. . In short I want an afterlife journal?

Asked by umamahahmad (7points) October 31st, 2022

I want a book recommendation
A journal kind of a book
to record all the details of an individual .
personal financial, insurance, bank, social media

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4 Answers

Pandora's avatar

I don’t have a book recommendation but this site seems to cover most of what you will need in case of illness or death. https://www.nia.nih.gov/health/getting-your-affairs-order

LadyMarissa's avatar

My bank offers a free book that recommends EVERY possible type of account that you might have where you list ALL your accounts with account numbers & financial amount. At the end of the recommended accounts, there are blank pages where you can add anything that they possibly forgot. You keep the book in a secure location that whoever is taking care of your estate knows where to find it. So, maybe check with your bank as they might have one as well.

jca2's avatar

You could and should make an addendum to your Will that has details of bank accounts, investments, etc. (account numbers, etc.).

canidmajor's avatar

There are a number of books like this, check Amazon andBarnes and Noble for more suggestions.
https://www.barnesandnoble.com/w/my-estate-planner-marion-j-caffey/1141366742?ean=9780578371603

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