1. Share a clear view with your partner
You may each know about different accounts. Put the information you choose to share in one map. List savings, investments, institutions, and account values.
One person owns and updates the portfolio. The other signs in with their own email to view it. You cannot edit the same portfolio together.
Try this: Add an account named “Emergency savings”. Add a note to its institution that explains where you keep the account documents.
2. Prepare for illness or an emergency
If you are in hospital or cannot answer questions, someone you trust may need your financial information. Prepare the map and access while you can do it together.
Your chosen person can find institutions and document locations without asking you about each account. They can read the map, but cannot move money through the app.
Try this: Ask them to find the institution for one account without your help. Check that they can get the passphrase if they cannot contact you.
3. Give your family a starting point after a death
Your family may not know where you held accounts or investments. A map can show which institutions to contact and where to look for records.
Set up access in advance. Family Asset Map does not detect a death, contact your family, or unlock data after a death. Your chosen person needs their own sign-in and, for E2E Encryption, the portfolio passphrase.
The map gives information. It does not transfer assets, give legal authority, or replace a will.
4. Help a parent or an adult child stay organized
A parent can keep their asset map and give an adult child access to view it. An adult child can also share their own map with a parent.
Review the information together. The owner enters changes on their own account. A person with shared access cannot edit the map.
Try this: Use familiar names for accounts. Ask the other person to explain what each note means. Update notes that are not clear.
5. Include a trusted friend
The person you trust does not have to be a relative. You can give a friend or another trusted person access by email.
They can view the whole portfolio. You cannot hide selected accounts from them. Share only with someone you want to see all the information in that portfolio.
You can remove access later. This stops future access through the server. It cannot erase copies or screenshots the person already has.
6. Leave clear directions to documents
Use notes at each institution to explain where you keep records. These notes help someone find documents outside the app.
Example note: “The statements for this account are in the blue folder at home. Ask the bank what documents it needs.”
You enter and update notes and values yourself. The app does not fetch bank balances or store document attachments. Keep bank passwords, private keys, and recovery phrases out of the map.
Set up access now
Give a person you trust read-only access by email. They can view your whole portfolio, but cannot edit it. Send them the link.
E2E Encryption (end-to-end encryption) also needs a passphrase: a long password for the portfolio. Plan a separate, safe way to share it.
Access starts when you give it and the person has the passphrase. Family Asset Map does not check for a death. It does not unlock a portfolio if you stop using the app.
Check access before it is needed
- Ask the person to sign in with the email address you added.
- Ask them to open the portfolio on their own device.
- For E2E Encryption, check that they can unlock it with the passphrase.
- Ask them to find one institution and its document note.
- Set a reminder in your calendar to review the map together.
We cannot recover data protected by E2E Encryption without the passphrase. A link or email code alone cannot unlock it.
Plan the legal steps separately
Access to your map does not give someone access to your bank accounts. It does not give them ownership of your assets or the right to manage your estate.
Family Asset Map does not replace a will. Ask a qualified professional about estate planning. Check what each bank or institution requires.