I have multiple investments, insurance policies and all these things and I've made my mother the nominee in everything.
But Sometimes I fear that if something happens to me, then my mother will not have any idea about the details of those investments, policy numbers, my bank account details etc.
So, is there any app or service wherein I can consolidate all the details and forward it to my mom and keep updating the details when required?

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Posting as :
works at
You are currently posting as works at

Nothing beats old fashioned pen and paper. Make a file and mention details. Attach photocopies and update from time to time.
You don’t need to mention exact value of portfolio but just the account number, branch and other key details

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Agree with the old school approach...

+1

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