YOUR FINANCES, TOGETHER.
Your Financial Life Organiser
Organise what you own, understand what you owe, and keep the details that matter.
No login or contact details required. Amounts stay on your device; identification details are optional. Never enter passwords, PINs or OTPs. Entries are not sent to analytics. They are shared with Millionsworth only if you choose to include a summary and submit a booking request.
Your organiser, your choice
Where is my information kept?
Your entries stay in this tab unless you choose Save on this device, download a file or share a summary with a booking request. Device saving uses this browser's storage, which other people using this browser may be able to access. An optional booking summary passes through this tab's temporary session storage and is removed from that storage when the booking page reads it. Clear organiser removes this organiser's saved copy. Downloaded PDFs and backups must be deleted separately.
What is an editable backup?
It is a private file containing your entries, which you can restore here later. It is separate from your printable PDF and is not encrypted. Keep it somewhere private. It is prepared for future import into an LSFR client portal; no portal account or automatic transfer exists today.
Is this an estate plan or a will?
No. It records information and questions for discussion. It does not create a will, appoint an executor or guardian, update nominations, grant account access, or determine inheritance rights. A qualified lawyer should review legal arrangements. Nomination and inheritance rights can differ depending on the asset and applicable law.
Do I need to finish everything before booking?
No. You can leave any section blank and book without sharing this organiser. In Review & download, you can choose to include a readable summary with your booking request, and separately choose whether to include account/policy references, nominee details, family document details and other record details. You can review or remove the summary on the booking page. It is sent to Millionsworth through Web3Forms only when you submit that form; no PDF file is attached.
How does this relate to my Priority Canvas?
Your Priority Canvas helps clarify what matters to you. This organiser brings together what you already have and where the records are. You can use either independently.
Create your Priority Canvas