Critical documents for end-of-life planning

When it comes to end-of-life preparation, the first thing that comes to mind is usually a Will and possibly a Trust fund. But, is that all you require to make life plans?

Critical documents for end-of-life planning

End-of-life planning is simply ensuring that you and your loved ones have everything organised in the event that something happens to you.

But where do you start? How do you prioritise which documents are important?

To assist you on where and how to begin, we have created a list of essential information to help you get organised:

  1. Personal Identification

These are documents that are required to identify you and, in most situations, original copies are needed along with their digital version. Some important documents are:

  • Birth Certificate
  • Passport
  • Driver’s License
  • Medicare Card
  • Marriage Certificate
  • Visa or Citizenship documents

2. Legal Documents

Apart from your most recent Will, you should consider the following information along with the location of the originals to share with your loved ones:

  • Power of Attorney and Executor Contact Information
  • Advance Care Directive
  • Appointment of Medical Treatment Decision Maker

3. Financial Information

Make sure that your finances are up to date and remember to include information such as:

  • Bank Account, Credit Card, Debit Card details
  • Financial Planner and Accountant Contact Information

4. Insurance & Superannuation

As careful as we are, we can’t prevent accidents from happening. In an event of emergency, whether it be a car accident or any health emergency, it can be stressful to focus on yourself, the situation and on top of that, worry about insurance providers.

Having your superannuation information along with your insurance documents organised in one place will reduce the time spent looking for them in the event of an accident.

Ensure to keep the following documents and information safe and easily accessible:

  • Health, Car, Home, Life, Pet, and any other insurance that you may hold.
  • Superannuation Policy and Death Benefit Nominations

5. Digital Life

We live in the era of technology where we are constantly connected via the internet. Everything has gone online, from our work to our education to shopping. Having access to online passwords and passcodes will free up time and money for you and your loved ones to manage your affairs.

Upload all of your digital information such as:

  • Passwords and account information (Social Media Profiles)
  • Device passcodes
  • Email Access
  • Digital Subscriptions (Netflix, Spotify, Amazon, LinkedIn)

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If you would like to learn more about how LifeReady can help you organise, store and share your important life information, or to try out our platform contact us here: