How to use HoldingsHaven

Open Family & household under People & pros. Add yourself, your spouse or co-owner, your children, and anyone who may step in later, such as a successor trustee or executor. If you like, add each person's jobs too, so family knows who to call at work. Set your country and currency under Settings → Household.

Adding someone does not email them. They only get an invitation when you invite them from Family & household → Shared access & invites.

Begin with the big anchors: your home, your main bank accounts, retirement accounts, and vehicles. Then add mortgages, loans and cards, and the rest over time. Everyday choices are listed first; specialized ones such as trusts, companies and private deals sit below them.

Already have a spreadsheet? Use Import from a spreadsheet. Names that look alike are matched for you, and every imported record is tagged Needs review.

The fastest way is Quick assign under Tools & analysis: one screen to set owners and primary and backup beneficiaries across all your records. You can also open any record and use its People & succession tab to note whether it is held in your own name, jointly, or by a trust or company.

Anything without a backup beneficiary is flagged for you so you can follow up with the institution.

Open the Emergency binder from Protect & plan, or the button at the top of your Overview. It gathers your records, helpers, work contacts, insurance and instructions into one printable packet. Dates ahead lists renewals, deadlines, recurring fees and your own reminders. Reports shows protection checks and your yearly upkeep total.