gg
Home › Data & databases › Estate Document & Contact Register
Data & databases

Estate Document & Contact Register

The pack's promise is 'if something happens to me, here is everything'. It inventories assets and digital accounts already. This holds the part that actually fails: where the documents are and who to contact. An estate pack is abandoned rather than finished, and the abandonment shows up as a blank location - a will nobody can find is a will that does not exist as far as the person left looking is concerned. So the loudest thing this reports is an item with nowhere recorded.

Your database

Fields

FieldType
Document or contacttext
Typeselect
Where it istext
Who else has a copy or can get to ittext
Reference / policy / account numbertext
Who to contact, and howtext
Dated / last updateddate
Review bydate
Notestext

Frequently asked

Where is this stored?

Only on this device, in your browser. Nothing is uploaded and there is no account. Export to CSV or JSON to back it up, hand it to an auditor, or move it to another machine.

Does it know my deadlines and required frequencies?

No, and that is deliberate. Inspection intervals, retention periods and review cadences are set by your standard, your jurisdiction, your certifier or your own procedure, and they change. This runs offline and cannot know if one changed last month, so it never asserts one. You enter the dates that apply to you and it does the arithmetic on those.

Does it tell me whether my will is valid?

No. What makes a will valid, what must be witnessed and what probate needs all differ by jurisdiction and change - that is a conversation for a solicitor. This records where your things are and who to contact, which is the part that gets lost.