Assets & Liabilities

Under this menu you will find the following tabs:

• Estate Value Summary, assets minus liabilities, with their calculated value, giving you an estimate of the value of your estate
• Assets, list of assets with their (estimated) values
• Liabilities, list of liabilities that are outstanding, including contingent ones
• Cashflow, list of a known portion of incoming and outgoing payments
• Financial Accounts, list of financial institutions with their (estimated) values
• Digital Accounts, your online accounts, and how they should be handled
• Cards, your bank, credit and other cards
• Crypto Accounts (optional), option to register details of crypto accounts and their current values
• Securities (optional), option to register securities with their (estimated) values
• Precious Metals (optional), option to register precious metals with their (estimated) values
• Business Interests (optional), option to register business interests with their (estimated) values
• Intellectual Property (optional), option to register intellectual property with its (estimated) value
• Taxes, tax details that matter to your estate