Best Mac-friendly software to organize personal info for my spouse

I’m making a folder for my spouse in the event of my unexpected death. It contains identity and documents; subscriptions; financial details. It’s in an Excel spreadsheet. It’s messy/awkward/clumsy. I’d like to make it easy to (1) update; (2) display; (3) interrogate. The end user is less tech savvy than I. Ours is an Apple-only household.

What software might I look at?

If I get this right I would make a file for the spouse for me to use!

[Re-Titled by Moderator]

Original Title: Software for When-I-Die folder

iMac 24″

Posted on Aug 15, 2025 2:08 AM

Top-ranking reply

Jesus_Saves1

Level 1

69 points

Posted on Aug 15, 2025 4:06 PM

You’ve got some great foresight planning that out! If you want something simple and Apple-friendly, try Numbers — it’s like Excel but cleaner and easier to update on Mac, iPhone, and iPad. You could also move the info into Apple Notes and lock it with a password so it’s secure but still super easy to read and search.

If you’d like something a bit more powerful, FileMaker Pro can handle organized, searchable databases. And if security’s a top priority, a password manager like 1Password is perfect — you can store documents, logins, and notes all in one safe, easy-to-navigate place for your spouse.

View in context

32 replies

Dos un Author

Level 1

11 points

Aug 16, 2025 6:01 PM in response to Chattanoogan

Hi Chattanoogan, (Sorry for the link. I kept misspelling.)

I've been rereading the posts. Until yours, I wasn’t aware of Security key for Apple Accounts. What a clever idea. I could give that to Trusted young Mac-savvy adult / accountant / financial advisor.

Dos un Author

Level 1

11 points

Aug 15, 2025 8:13 AM in response to John Galt

John, I smiled when you said 'first gear'. Neighbour, 20y, at edge of conversation: “Whaddya mean, 2nd gear? It's D or R or P!”

This thread has been closed by the system or the community team. You may vote for any posts you find helpful, or search the Community for additional answers.

Best Mac-friendly software to organize personal info for my spouse