What essential documents should I store?

The Essentials vault is designed to be a comprehensive repository for every document your family might need during a crisis or after your passing. Proper organisation of these materials can save your loved ones weeks or months of searching and stress during already difficult times.

Legal documents form the foundation: your will and any codicils or updates, enduring power of attorney (financial and medical), trust documents if you have any, divorce decrees or separation agreements, prenuptial or postnuptial agreements, adoption papers, citizenship or naturalisation documents, and legal name change documents. These papers establish your legal wishes and family relationships.

Financial documents ensure your family can access and manage your assets: bank account information (institution names, account numbers, branch details), investment accounts and portfolios, superannuation and retirement accounts, life insurance policies with beneficiary information, health and income protection insurance, home and car insurance, credit card accounts, outstanding loans and mortgages, cryptocurrency wallet information and access keys, and business ownership documents if you are a business owner.

Property and asset documentation helps establish your estate's complete value: property deeds and titles for real estate you own, vehicle registrations and titles, boat or caravan registrations, valuable collections with appraisals (art, jewellery, collectibles), safe deposit box locations and access information, storage unit information and access, and intellectual property or patents you hold.