An offline, printable organizer built for handoff to a trusted person or executor, so family can find and act on your accounts when it matters.
Backed by a 30-day money-back guarantee. If it is not useful, we will refund it, no questions asked.
When someone is incapacitated or passes away, family often can't access or close their accounts, not because the information doesn't exist, but because no one knows where to find it. This organizer starts by listing critical financial, email, and utility accounts by name only, it never asks you to write passwords in the document itself.
For each account, note the access path instead, which password manager, safe, or attorney holds the actual credentials, so your trusted person knows where to look. Name exactly who should act on your behalf and where this document will be kept, then set a yearly reminder to review it, since accounts and passwords change constantly.
We built this specifically to never contain an actual password, that's not what stops families from accessing accounts. What stops them is not knowing where to even start looking. Pointing to the access path, not the credential itself, is the safer and more useful thing to hand someone.
— DaveWays
Points to where credentials are stored, a password manager, safe, or attorney, instead of writing them down.
Designed as an offline, printable document meant to be kept safe and handed to a trusted person, not synced to the cloud.
Identifies exactly who should act and where the document itself is kept, removing the guesswork in a stressful moment.
Does this store my actual passwords?
No, it deliberately never asks for passwords; it records where your credentials are stored instead.
Is this a legal document like a will?
No, it's an organizational reference, not a legal document; consult an estate attorney for legal planning.
How should I store the completed document?
Keep it somewhere secure and accessible to your trusted person, a safe, safe deposit box, or with an attorney, as noted in Step 3.
Account Organizer Quick-Start (Lite), yours free with this purchase (a $5 value): a condensed one-page version to list your top critical accounts today.
Account Recovery & Access Organizer is $12.99 USD, one-time payment, instant delivery, no subscription. Covered by our 30-day money-back guarantee. See our refund policy and terms.
