How do I create clear instructions for my executor and family?

Acting as an executor is overwhelming, particularly for family members navigating grief. Clear instructions transform a complex legal and administrative process into a manageable checklist, reducing stress and preventing costly mistakes.

Instructions should begin with immediate actions required in the first days: who to notify, how to obtain death certificates, securing property and pets, cancelling time-sensitive services, accessing the Evaheld vault, locating the will, and contacting legal advisors.

Comprehensive contact details are essential. This includes solicitors, accountants, financial advisors, insurance providers, banks, superannuation funds, employers, and utility companies, with relevant account or policy numbers included.

A document location guide helps orient your executor. Even if everything is stored digitally, explain your organisational structure clearly so nothing is overlooked.