SnoozyMuffin
SnoozyMuffin

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.

27mo ago
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ZippyMochi
ZippyMochi

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

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

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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