If you're doing all the data archiving yourself, and only need to make it readable to other family members...
I have a filesystem tree that organizes digital copies of all financial documents/data.
The tree is routinely backed up to rugged USB flash drives, labelmakered "FOR HEIRS", and stored in my safe and bank safe deposit box. The drives are unencrypted, and in FAT32 format (though I use Linux), to increase the likelihood that whomever needs it can access it easily.
At the top of the tree is a one-page `READ-THIS-FIRST.md` (text file using CR-LF encoding, in case they view it on MS Windows). It's also printed as paper copies in the safes. This one-page document tells them about the "FOR HEIRS" USB flash drive, the safe deposit box, GnuCash, and various insurances.
Also in the safes is a one-page printout/PDF from GnuCash, which shows all my assets and liabilities, other than durable goods in the household. (I'm guessing those two one-pagers are most of what heirs would need, at least initially. If they need more later, there's the full GnuCash database, and the neatly named and organized PDF files of things like financial service statements.)
I've recently kludged an easy way to maintain household durable goods inventory, by kludging onto purchase transactions in GnuCash. I still have to find the time to encode all the cruft I've acquired in the past, though. If/once I do, a household inventory might become a third paper copy in the safes (for possible someday insurance or estate purposes).
I have a filesystem tree that organizes digital copies of all financial documents/data.
The tree is routinely backed up to rugged USB flash drives, labelmakered "FOR HEIRS", and stored in my safe and bank safe deposit box. The drives are unencrypted, and in FAT32 format (though I use Linux), to increase the likelihood that whomever needs it can access it easily.
At the top of the tree is a one-page `READ-THIS-FIRST.md` (text file using CR-LF encoding, in case they view it on MS Windows). It's also printed as paper copies in the safes. This one-page document tells them about the "FOR HEIRS" USB flash drive, the safe deposit box, GnuCash, and various insurances.
Also in the safes is a one-page printout/PDF from GnuCash, which shows all my assets and liabilities, other than durable goods in the household. (I'm guessing those two one-pagers are most of what heirs would need, at least initially. If they need more later, there's the full GnuCash database, and the neatly named and organized PDF files of things like financial service statements.)
I've recently kludged an easy way to maintain household durable goods inventory, by kludging onto purchase transactions in GnuCash. I still have to find the time to encode all the cruft I've acquired in the past, though. If/once I do, a household inventory might become a third paper copy in the safes (for possible someday insurance or estate purposes).