In Timeliss Planner, we provide you with the tool to create and update your own list of assets whenever and wherever convenient. We cannot expect our loved ones to remember key information about our financial accounts without a road map of documentation. By creating a consolidated view of your assets, your loved ones can retrieve the right information at the right time, so as to handle the estate administrative matters more easily when something happens to you.
You will be guided on what key information is required for each of the following class of assets:
- Bank account