Your last will and testament should provide guidance for the large assets you own, but often there is little detail as to where some of these assets may be, especially bank accounts, overseas shares, cryptocurrency holdings etc.

Memoralise facilitates the safe and secure storage of where these assets are located, what the account details are and nomination preferences for whom you would like to bequeth these assets to in the event of your passing.

Items to consider storing details for include:

ASSETS

• Bank Accounts (especially online only accounts)
• Accounts for companies/trusts
• Share trading accounts
• Retirement accounts
• Pension accounts
• Superannuation funds
• Self Managed Super funds
• Cryptocurrency ecosystem holdings:
  • Crypto exchange Credentials
  • Online wallets
  • Off-chain Wallet storage (i.e Trezor/USB stick wallets)
  • DeFi Holdings
  • NFT Holdings

LIABILITIES

• Credit Cards
• Personal Loans
• Car Loans
• Mortgages
• Other Loans