Leaving your affairs in order is a gift to those left behind.
Keeping the following information in one folder that holds all the relevant documents and/or information will assist the executor and family to carry out your wishes in a timely way.
Note: Remember to make sure that family and executors know where the folder is!
- Ownership Structure: If your affairs involve any complexity, consult with your accountant &/or solicitor to make sure that your asset ownership structure is properly adapted to your estate planning wishes.
- Wills: Consult with a reputable solicitor to have these done, and make sure they are kept up to date. Keep copies.
- Power of Attorney & Guardianship: for you and your children.
- Organ Donor Documentation: As applicable
- Curriculum Vitae: Keep on file to assist with eulogies, etc.
- Marriage & Birth Certificates: Keep on file to assist executors
- Legal Agreements: Keep copies, or at least note their location
- Insurance Policies: documentation for life, health & other insurance policies.
- Superannuation Interests: Documentation of super policies held, or location of these.
- Special photographs, papers etc: For distribution or use by the right people
- Messages, letters or explanations: Might be for particular people
- Personal Details & Information List: Might include passwords to various accounts, memberships etc
- Funeral arrangements: any prepaid or preferred funeral requests including songs
Source: Things to do now before you die: An information guide to wills & family protection
The Wallendbeen Group