Family Register
Edition 0.8 – Family Members through Life Assurance Chapters now fully functional
Design Constitution
- One natural home for each item.
- People first.
- Archive not delete.
- Reports are derived.
Development History
Records the engineering history of the Family Register.
Contents
Select a chapter below. Each chapter expands independently and will ultimately contain its own records, editor and supporting information.
Family Members
Defines the people referenced throughout the Register.
Property
Land, houses and other property assets.
Current Accounts & Credit Cards
Current accounts and credit card accounts used for day-to-day banking.
ISAs & Savings
Tax-efficient savings and investment products.
Investments
Shares, funds and other investment holdings.
Business Interests
Companies, partnerships and business ownership.
Pensions
Pension arrangements and retirement income.
Life Assurance
Life insurance and death benefit policies.
Vehicles
Cars, motorcycles and other registered vehicles.
Valuable Possessions
Jewellery, artwork, collections and other valuable items.
Digital Assets & Services
Domains, cloud storage, subscriptions and online accounts.
Liabilities
Loans, mortgages and financial commitments.
Legal & Personal Documents
Wills, LPAs, certificates and important documents.
Inheritance Tax (IHT)
Estate summaries and inheritance tax information.
Notebook
General notes, reminders and research.
Family Members
The Family Members module defines the people referenced throughout the Family Register. Every other module will ultimately reference one or more Family Members.
Family Member List
No family members recorded.
Family Member Data
Property
Record each property owned wholly or partly by one or more Family Members.
Property List
No properties recorded.
Property Data
Current Accounts & Credit Cards
Record current accounts, business current accounts, basic bank accounts and credit card accounts owned by Family Members. This chapter provides the information an executor requires to identify, administer and close day-to-day banking and credit facilities. Savings accounts, ISAs and other deposit products are recorded separately in the ISAs & Savings chapter.
Current Account & Credit Card List
No accounts recorded.
Account Data
ISA & Savings
Record Individual Savings Accounts and Savings Accounts owned by Family Members. This chapter provides the information an executor requires to identify, administer and realise tax-efficient savings and deposit accounts.
ISA & Savings List
No ISA or Savings Accounts recorded.
ISA & Savings Data
Investments
Record shares, investment funds, ETFs, investment trusts, bonds and other investments owned by Family Members. This chapter provides the information an executor requires to identify, administer and realise investments held outside pensions and ISA wrappers.
Investment List
No investments recorded.
Investment Data
Business Interests
Record ownership of private businesses, limited companies, partnerships and other business interests owned by Family Members. This chapter provides the information an executor requires to identify and administer business assets forming part of the estate.
Business Interest List
No business interests recorded.
Business Interest Data
Pensions
Record pension arrangements, annuities and State Pension entitlements owned by Family Members. This chapter provides the information an executor requires to identify, administer and understand retirement assets and income.
Pension List
No pensions recorded.
Pension Data
Life Assurance
Record life assurance policies, whole of life plans, term assurance, mortgage protection and other death benefit arrangements owned by Family Members. This chapter provides the information an executor requires to identify policies, contact providers and understand potential benefits payable on death.
Life Assurance List
No life assurance policies recorded.
Life Assurance Data
Vehicles
Records vehicles owned by family members together with ownership, insurance and maintenance information.
Summary
Vehicle Details
Insurance
Maintenance
Administration
Disposition on Death
Notes
Development Status
✔ Blueprint Complete
□ Persistence
□ Import / Export
□ Archive
□ Reports
Known Shortfalls
- No persistence.
- No JSON.
- No Import / Export.
- No Archive.
- No Reporting.
Valuable Possessions
Records valuable personal possessions that should be identified for estate administration or insurance purposes.
Summary
Item Details
Insurance
Storage
Disposition on Death
Notes
Development Status
✔ Blueprint Complete
□ Persistence
□ Import / Export
□ Archive
□ Reports
Known Shortfalls
- No persistence.
- No JSON.
- No Import / Export.
- No Archive.
- No Reporting.
Digital Assets & Services
Records digital assets, online accounts, subscriptions and domain names that require administration.
Summary
Account Details
Administration
Disposition on Death
Notes
Development Status
✔ Blueprint Complete
□ Persistence
□ Import / Export
□ Archive
□ Reports
Known Shortfalls
- No persistence.
- No JSON.
- No Import / Export.
- No Archive.
- No Reporting.
Liabilities
Records financial liabilities and commitments that will need to be settled or administered.
Summary
Account Details
Administration
Disposition
Notes
Development Status
✔ Blueprint Complete
□ Persistence
□ Import / Export
□ Archive
□ Reports
Known Shortfalls
- No persistence.
- No JSON.
- No Import / Export.
- No Archive.
- No Reporting.
Legal & Personal Documents
Development Status
✔ Blueprint Complete
□ Persistence
□ Import / Export
□ Archive
□ Reports
Known Shortfalls
- No persistence.
- No JSON.
- No Import / Export.
- No Archive.
- No Reporting.
Inheritance Tax (IHT)
Provides a consolidated view of the estate for inheritance planning purposes. All values are derived from the Register and are not entered directly.
Estate Summary
Planning Considerations
Notes
Development Status
✔ Blueprint Complete
□ Automatic Calculations
□ Reports
□ Gift Register Integration
□ Scenario Planning
Known Shortfalls
- No calculations.
- No integration with Gift Register.
- No tax modelling.
- No reports.
Notebook
A general-purpose notebook for recording observations, reminders, research, conversations and other information that does not naturally belong within another chapter of the Family Register.
Summary
Notebook Entry
Actions
References
Notes
Development Status
✔ Blueprint Complete
□ Persistence
□ Search
□ Archive
□ Reports
Known Shortfalls
- No persistence.
- No search.
- No archive.
- No reporting.
- No document linking.
Edition Information
Records information about this edition of the Family Register.
Register Details
Purpose
Version Notes
Development Status
✔ Blueprint Complete
□ Engineering Started
□ Persistence
□ Reports