executor-file/examples/estate.minimal.yaml at main · TheWayWithin/executor-file · GitHub

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# ─────────────────────────────────────────────────────────────
# Executor File — MINIMAL example register (format 3)
#
# The smallest honest register: one bank account, one recurring
# charge, one email account, and where the will is. If filling in
# the full example feels like too much today, start from this one —
# a register this small already saves your executor weeks.
#
# Copy to estate.yaml, replace the dummy data, then:
#   scripts/validate.sh
# ─────────────────────────────────────────────────────────────

meta:
  format_version: 3
  owner: Alex Example
  updated: 2026-07-17
  jurisdictions: [UK]
  password_manager: >
    Bitwarden. Emergency access is configured for Jo Example (takes
    7 days to activate — that delay is deliberate).

assets:
  - id: A001
    provider: Barclays
    type: cash
    identifier: "current a/c …4321"
    priority: high
    ownership: sole
    status: active
    last_confirmed: 2026-07-17
    preferred_action: liquidate
    action_notes: >
      Main current account. Notify Barclays bereavement services; balance
      to the estate account.
    access_pointer: "Bitwarden > Barclays"

  - id: A002
    provider: Netflix
    type: subscription
    identifier: "billed to the Barclays account"
    priority: normal
    ownership: sole
    status: active
    last_confirmed: unknown
    billing_cycle: monthly
    preferred_action: cancel
    action_notes: Cancel — nothing to keep.
    access_pointer: "Bitwarden > Netflix"

  - id: A003
    provider: Gmail
    type: other
    identifier: "alex.example@gmail.com"
    priority: high
    ownership: sole
    status: active
    last_confirmed: 2026-07-17
    preferred_action: preserve
    first_step: >
      Keep this account alive until every other account is settled — most
      password resets and provider notices land here.
    action_notes: >
      Everything else resets through this inbox. Close it LAST, after the
      estate is settled.
    access_pointer: "Bitwarden > Google"

contacts:
  - role: solicitor
    name: Rowan Solicitor, High St Law
    pointer: "01234 567890"
    note: Holds the original will.

documents:
  - name: Will (original)
    location: High St Law, document storage