I've been reading the "Get Your Shit Together" website, which details how to prepare for if/when life goes sideways (making sure people have wills, advance care directives, etc.).
The website offers a checklist that includes making sure someone in your family or a person you trust knows your personal information (such as accounts, passwords, where important documents are located, how to log in and pay your mortgage, etc.)--things that would keep your family/estate/assets functioning immediately after a tragedy (if you were to pass or be incapacitated).
I'm trying to put together such a list between me, my husband and my mom, but this is bringing up a logistical roadblock for us: where is the best place to store all of our personal account information (names & login info for bank accounts, insurance policies, savings & retirement accounts, etc.).
Any advice on systems that work would be much appreciated. I've thought of collecting everything in a shared google document so that we could access it anywhere, but the thought of having all of our life info. in one place in the cloud scares me, as does having it saved on a hard drive or printed somewhere.
Any recommendations on the best way to store & protect this information so that it can be safe but easily retrievable?
Thanks!