BlueLeave
BlueLeave

Family access to investments

How have you planned access for your family to your investments in case of urgent need or a mishap? How have you kept your family aware of the financial investments? Would like to know answers across different asset like mutual funds, bonds, crypto etc.

14mo ago
LooseGoose
LooseGoose

Kuch nai hai dene ko 😶‍🌫️ mar Gaya toh shayad kuch milega bas

Lazyowl
Lazyowl
  1. Keep a physical file or a folder in ur system with a copy of each of ur investments.
TallTales69
TallTales69

Draw up a will.

Keep a spreadsheet shared with access details. If you're old school like me and don't want password details - write it on paper.

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