Everything in one place, so nobody has to go hunting.

Most people have never seen their whole picture in one place. Add your accounts, your home, your cars, your retirement, and anything you owe. Your total updates itself as you go.

• Accounts, property, retirement, insurance, loans and credit cards in one list
• Everyday choices come first when you add something, so you're never sorting through options that don't apply to you
• A running total of what you own, what you owe, and what's left over
• Map your household in a couple of minutes: answer a few guided questions, name each home, account and debt, and add values only if you know them
• Already keep a spreadsheet? Bring it straight in from Excel or CSV — the headings are matched up for you
• Starting fresh? Pick a common starter setup, like a family living trust or a rental property LLC, or load a ready-made setup your advisor sends you
• A one-page printable checklist so you always know the next step
• Plain-English explanations beside anything unfamiliar
• A short list of what to fix next — only two things at a time, so it never feels like homework

The single most common problem in family finances isn't investing — it's an old form. An ex-spouse still named on a 401(k). An account with nobody named at all, which can leave it for a probate court to sort out.

• Find accounts with nobody named to inherit them
• Add a backup person in case your first choice can't inherit
• See a note when a child under 18 is named directly, so you can ask your estate attorney about custodial accounts or a trust
• Get a reminder when a designation hasn't been looked at in over a year

Deeds and account registrations generally take priority over instructions in a will. Track how each one is titled alongside your formal estate documents — this is the step almost everyone skips.

• Mark each account and deed as confirmed, needs changing, or not yet checked
• Common titling examples and discussion points to bring to your bank, title company or estate attorney
• See which things may be subject to probate based on how they're titled, with general fee benchmarks for your state
• Get a heads-up when property in another state could mean a second court case
• Spot vehicle titling and liability questions to review with your attorney and insurance agent, including your umbrella policy's required auto limits

Work for yourself or run a company of up to ten people? Your business is part of what your family owns. HoldingsHaven keeps it organized alongside everything else, and only shows these tools when you have them.

• Who keeps the business running if you're sick: key customers and vendors, your accountant, and who can approve payroll and payments
• Business loans, equipment leases and credit lines that carry your personal guarantee, so your family knows what touches them
• Where your operating agreement lives and who owns what share, so a spouse and a business partner aren't left to sort it out
• Company laptops, tools, vehicles and keys, and who has them
• Your LLC's registered agent and who files the yearly state report, with the due date on your calendar so it stays in good standing
• Stock grants and their vesting dates, with the tax deadlines that come with them
• Check whether a trust actually holds anything, or exists on paper only
• Rentals and private investments: what you put in, what's come back and what it's worth today
• A family foundation or donor-advised fund, including how much still needs to be given this year
• Bitcoin and digital wallets: what exists and where the backup is kept, never the recovery phrase itself

Once things are written down, the job is keeping them current. HoldingsHaven gathers the dates that matter and shows you who is helping with what.

• One colour-coded list of insurance renewals, money expected back, tax and filing dates, and yearly reviews
• Mark a policy renewed or a tax form received and the record updates itself — no separate to-do list
• Add your own to-dos, or turn any suggestion into a reminder, and get one calm morning email when something is due
• Record recurring fees like HOA dues, storage, and retirement plan fees — monthly, quarterly or yearly — and see your total yearly upkeep in Reports
• See every K-1 tax form you're waiting on in one place, so nothing is missing at tax time
• Download a ready-made packet for your CPA, estate attorney or wealth advisor in one click
• When your advisor asks for an update, it shows up with their note, and you can reply from your own email in one click
• Imported a spreadsheet? A review list shows exactly which details each record still needs
• Refresh every balance in one table each quarter — unchanged ones take a single click
• Tie investment payouts to the bank account that received them, so you can see where the money went
• See your attorney, accountant, insurance and investment help together, and notice which corner is empty
• Keep utility and service providers with phone numbers, websites and who is allowed to call
• Record gold, silver and other precious metals with quantity, weight, purity and where they are stored
• Name the people who would step in — trustee, executor, guardian, healthcare decisions — and spot who is missing
• A simple timeline of where you stand as an investor, explained in everyday words
• Coverage at a glance: see liability, life and income coverage together without insurance jargon

A tidy packet with the sections you choose: what you own, who to call, where documents live, wishes for belongings, and what to do with online accounts.

• Pick the sections you want and print them together or one at a time
• Add blank lines and worksheet rows to fill in by hand
• Keep a record of what was printed and when, so you know which copy is current
• See which sections changed since your last printout and reprint only those pages, plus a yearly reminder to check the binder
• Written for someone who has never seen your finances before
• Check that both spouses are authorized on power, water, phone and internet accounts so no one gets locked out during an emergency
• Work contacts for each job — HR, a manager, and any company laptop or phone to return — so your family knows who to call first
• Work benefits in one place: group life insurance, retirement plans, and who is covered by health insurance and where the cards are kept
• A list of the bills and fees that must stay paid, and who they go to, to help avoid late fees, penalties or liens
• Printed lists keep their column headings on every page and never cut anything off, so nothing gets missed while flipping through