Last Will and Testament Checklist

Checklist of Important Documents and Information Required

Create a checklist of all the important documents and information you need, keep them in a secure place and inform your loved ones or nominated person/s where to find them. Whilst this is not exhaustive, here is a starting point for a few critical documents:

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[info_list icon_color=”#2b3e44″ font_size_icon=”20″ eg_br_width=”1″ connector_color=”#2b3e44″][info_list_item list_title=”Last Will and Testament” list_icon=”Defaults-check”][/info_list_item][info_list_item list_title=”Identity Documents” list_icon=”Defaults-check”][/info_list_item][info_list_item list_title=”Death and Unabridged Birth Certificates” list_icon=”Defaults-check”][/info_list_item][info_list_item list_title=”Marriage/Divorce papers” list_icon=”Defaults-check”][/info_list_item][info_list_item list_title=”List of important contact names and numbers” list_icon=”Defaults-check”]

that may be required in case of an emergency or death (close family and friend).

[/info_list_item][info_list_item list_title=”Insurance Policy details:” list_icon=”Defaults-check”]

Homeowners, Householders, Car, Medical, Life, Disability, Funeral, Income Protection, Education policies for children and Retirement policies.

[/info_list_item][info_list_item list_title=”Financial planner/Insurance agent/Private Banker/Broker’s” list_icon=”Defaults-check”]

contact information and all the policy/account details.


[info_list icon_color=”#2b3e44″ font_size_icon=”20″ eg_br_width=”1″ connector_color=”#2b3e44″][info_list_item list_title=”Contact details for your Company’s Human Resources Department” list_icon=”Defaults-check”]to access policies held with the company.[/info_list_item][info_list_item list_title=”Financial accounts:” list_icon=”Defaults-check”]

Bank, Investment, and Credit Card/Loan accounts information, including institution names, phone numbers, account numbers and passwords or pins. These are important because some accounts have extra benefits cover attached to them that you might not be aware of, including settlement of debt or lump sum pay outs. If families are not prepared, frozen bank accounts can make life very difficult for them.

[/info_list_item][info_list_item list_title=”Title deeds to properties owned.” list_icon=”Defaults-check”][/info_list_item][info_list_item list_title=”Any lease agreements you may have with service providers” list_icon=”Defaults-check”]

who you rent from, eg. Cars and property.

[/info_list_item][info_list_item list_title=”Copies of Natis documents for paid up vehicles.” list_icon=”Defaults-check”][/info_list_item][info_list_item list_title=”Any lease agreements on property you may rent out.” list_icon=”Defaults-check”][/info_list_item][info_list_item list_title=”Copies of the last/most recent tax assessment for each of you etc.” list_icon=”Defaults-check”][/info_list_item][/info_list]