Leave a checklist so nothing gets lost
Checklist (Noun): A list of tasks to be completed, names to be consulted, conditions to be verified and similar
Information others need after you die
You don't need to share all your personal information while you're alive.
But, if you don't leave details about what you own they could get lost, be drained by legal fees or given to the Government.
Our Personal Information Vault allows you to tell others exactly what they need to know about your assets, accounts, memberships and collectables. You can leave instructions how to find them, the location of any important documents like valuations or certificates of ownership or where things are hidden - like the cash you store in the hidden safe that no one else knows about.
How it works
1. Create an account
Our subscription members have access to all our online tools. Once you have an account you'll find everything in your member dashboard.
2. Follow the prompts to add your information
Record details of your assets, financial holdings, providers and memberships. If your successor knows where to find things and who you have accounts with, the rest is easy.
3. Choose an account successor
This is someone you trust who will be given access to the information they need when you die.
PLEASE NOTE: Our advice should be considered general in nature. We do not provide any legal, tax, medical or other professional advice and would advise that you seek expert professional or medical advice before making any decisions based on your individual circumstances.