SCHEDULE OF ASSETS
You're the only person who knows everything you own. Write it down.
A Schedule of Assets takes minutes to create — and makes sure what you've built works for you while you're here, and reaches the people you love when you're not.
What Is a Schedule of Assets?
A Schedule of Assets is a record of everything you own and owe — your bank accounts, property, investments, insurance policies, pensions, digital assets, and valuables.
Not just what you have. Where it is, how it's held, and how to access it.
It's the document that means your family isn't starting from zero if you lose mental capacity or are no longer around.
Why It Matters
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The Problem
You've spent a lifetime building your financial life—pensions, savings, insurance, investments, property, and digital assets. But without a clear record, your family may not know what exists or where to start.
Instead, they're left contacting banks, pension providers, and insurers one by one, hoping to uncover everything. It can take weeks or even months, adding stress, confusion, and unnecessary delays at an already difficult time.
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The Solution
With Schedule of Assets, it takes you 5–10 minutes to list your key assets. Your family won't have to search or guess—they'll know what exists and where to find it.
As your finances change, you can keep your record up to date, giving your loved ones clarity and reducing the risk of important assets being overlooked when they need the information most.
Why Immortalize's Schedule of Assets Is Different
Start with checkboxes. Go deeper when you're ready. There's no wrong way to begin.
As you build your SOA, YEPPA — Immortalize's built-in digital concierge — is already working in the background, connecting what you own to what you need to plan for next. Share it with the right people and they'll always have access to the latest version — automatically, no chasing required.
How It Works?
Three steps, one continuous process
Step 1
Check off your property, accounts, insurance, investments, and digital assets.
Record What You Have
Include where it's held, how it's held, and how to access it.
Step 2
Add the Details
Step 3
Choose who can access it, and they'll always see the latest version automatically.
Share and Stay Current
When Should You Start?
"Now. While you're healthy, clear-headed, and have time to do it properly."
The people who've sorted this say the same thing: it took less time than expected and lifted more weight than they thought possible.
Who is Schedule of Assets for?
1
The sandwich generation
You watched your family spend months untangling a parent's finances. You're not putting yours through the same thing.
2
The quietly wealthy accumulator
Pension pots, old savings accounts, investments set up years ago. If someone asked you to list it all right now, you couldn't.
3
The business owner
Shares, commercial property, personal savings, a life policy your accountant recommended. It's complicated — and nobody has the full picture.
4
The recently divorced
Your financial picture just changed completely. If something happened tomorrow, would anyone know what you have?
5
The health scare
You've always known you'd get around to this eventually. Eventually just got a lot closer.
6
The expat or globally mobile
Property in two countries. Accounts in three. The complexity alone is reason enough to write it down.
Knowing what you own is step one. But your loved ones also need to know who gets what, where your wishes are recorded, and what practical steps to take when the time comes.
That's where the rest of Immortalize comes in. Your Letter of Wishes tells the people you love what you wanted, in your own words. Your Connections record keeps your solicitor, accountant, and advisor details in one place. The Elderhood Checklist makes sure nothing in your wider plan is left undone.
YEPPA connects all of it — flags what's missing, and makes sure your plan is complete, not just started.
More Than Just an Asset List
Start with What You Know. Let YEPPA Help with the Rest.
Do it once. Update as you go. The smallest step with the biggest impact on the people you leave behind. Creating a free account takes minutes.
OR
Ready to go deeper?
YEPPA Premium unlocks additional guidance, personalised recommendations, and the tools to turn your checklist into a complete elderhood plan.
Try YEPPA Premium free for 7 days — no commitment needed.
