Integrated Legacy Planning

Erica and Aaron Kroll

February 26, 2026 16:14

EveryDollar is the best at tracking transactions, but it's currently missing the 'Big Picture' features needed for Baby Steps 4–7. I'd love to see a 'Life Hub' feature added that allows us to:

1. Track Wills & Estate Info: A place to note where my will is kept and who my beneficiaries are.
2. Advanced Net Worth: More robust tracking for non-liquid assets so we can see our total wealth grow in the Roadmap.
3. Secure Document Notes: A place to keep 'In Case of Emergency' details for my family.
    

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  Amber Civitarese

  March 02, 2026 17:58

  This is a great ask and ideally we could have an alternate user ID and Password that we give to a trusted love one that would have limited access to our account so they could access all this information in the event of my death.

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  Clyde Oleson

  March 04, 2026 10:25

   Upvote, this is a great idea!

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