New Idea - Easy export Account Name & number, address, Phone, class for estate transfer

startzell

I often need to update an infosheet for my estate documentation. I have to keep a spreadsheet that shows accounts, their address, phone, class (debit card, brokerage, life Ins, personal property, savings). When I die, I want all this well documented to make inheritance a breeze. What if I could track this in Quicken and then export a report of all my tracked accounts? Quicken already has the class and account name. The account number is buried under the connection details. I'd like to add a bank phone#, or an asset VIN#, or a life Insurance Policy#, along with a note, then export or print all of this to be given to my next of kin and placed with my will and other important documents. This feature seems like it would be an easy extension to implement for Quicken and would increase its value to all users. I see it as low cost and having a high return. I bet Estate Planners would love it and recommend Quicken to their clients.

Quicken Anja

Hello @startzell,

We appreciate you coming to share this with us.

I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

Additionally, I also invite you to look into Quicken LifeHub as it may offer some of what you are looking for. You can find more information on Quicken LifeHub through this link here.

Thank you!

jacobs

@startzell I don't know if you're aware of it, but Quicken last year released a separate product called Quicken LifeHub. It's used for keeping track of everything from account numbers and balances to assets to subscription services to wills for estate management purposes. It can, optionally link to Quicken to keep a record of all your accounts and account balances, and you can store whatever information you want about each account (address, phone number, login credentials, etc.). You can create records for things likes your autos, your insurance policies, what magazine subscriptions you have, your internet/cable provider account number, how to contact your dog sitter… anything you want to compile for next of kin. You can import documents, like Wills, policies, owner certificates, etc. if you wish, of just include notes to where those documents are stored. Them you can invite one or more individuals to have access to your data — but only the specific data you grant them access to, and you can specify what data anyone has access to while you are alive and what is given once you die.

So this is basically what you were asking for — on steroids! 😂

And because LifeHub is cloud-based, it means that next-of-kin or caregivers don't need physical access you your home/locked file cabinet/safety deposit box to access the data you give them access to. In light of the tragedy unfolding in Los Angeles, I've also been thinking about this as a safety net for people who are alive and well — a secure, online repository of information which could get wiped out in a fire, flood, hurricane, etc. Watching TV and seeing homes reduced to rubble made me think about what my wife and I would do if that happened to us, and how much we depend on physical documents in our home and data stored on our computers.

Sorry, this isn't a commercial for LifeHub; I'm just trying to explain a bit about what it is. 😉 More info on LifeHub is here: https://www.quicken.com/products/lifehub/

I think it's an interesting product, but I've been hesitant to buy it because of the price ($48/year; half price for the first year), which I find too high for something I would spend a bit of time setting up and then basically let sit for years (hopefully many!) until I became incapacitated or died.

Circling back to Quicken Classic, I think that because they invested in building the LifeHub product, and they obviously expect it to generate additional revenue for the company, I don't think it's likely they'll build much of the same functionality into the existing Quicken Mac and Quicken Windows and Quicken Simplifi products.