WhereToLook

If you were to pass away.....

Do you desire for any of the following to occur? (check all that apply)

Which of the following do you have and would want someone to know about? (check all that apply)

Frequently Asked Questions

If you were to pass away, would your loved ones know where to look to find your assets and other important financial information? WhereToLook solves for this.

Pre-internet, you could simply monitor the inbound mail of a deceased loved one where mailed bank statements, insurance policy information, etc. would notify you of their existence. With today's reliance on electronically delivered documents, this no longer works. Imagine you took the prudent step of obtaining life insurance to protect your loved ones, but upon your passing they were unaware it existed, let alone where to find it.

WhereToLook is simple to use. Fill out the above form, print the created document, write in your information, tell a loved one where the document is located if it is ever needed ("It's in my nightstand.")

No. WhereToLook was specifically designed to keep your personal information safely offline (ex: who you bank with.) This is for your protection, as you keep your confidential information offline by writing in the applicable answers by hand after you've printed out your WhereToLook document.

It is suggested you update your WhereToLook document at least once per year, as your financial circumstances will likely evolve over time.

You can store the document wherever you want. The key is to make sure a loved one knows where it is located if it is ever needed ("It is in my nightstand.")

It's free! There is no cost to use this tool.

There is no catch. Eventually, we might consider ways to monetize the website, but the goal is to always keep the core WhereToLook tool free to use.

Yes, we welcome feedback on features you'd like to see, ways to improve the tool, etc. Please see the below Development Notes for our current pipeline.

You can contact us via

Development Notes (Features we are working on to improve WhereToLook. Updated: Oct 2024)

  • Ability to be reminded once a year by email to update your document.
  • Ability to enter email address and have generated pdf emailed to you.
  • Add additional fields to the creation form.
  • Enhance mobile usability.

WhereToLook ©2024