Where There’s a Will, There Should Be a File.
File contents
The file gets you organised.
A fillable guide to your family’s essential information:- Your will, documents and key contacts
- Accounts, investments, policies and debts
- Dependants, property and household arrangements
- Digital access instructions and personal wishes
Advisor support
Your advisor helps you plan.
Turn the information into a useful conversation:
- Review your will and beneficiary nominations
- Discuss your risk benefits and estate planning
- Agree on next steps and specialist support where needed
- Discuss and review your discretionary investment portfolio
Let's talk about your legacy
Security note
Keep your completed file secure. Never include passwords, PINs or security codes. Review it annually. The file does not replace a will or professional advice.
One file. Six useful conversations.
Less searching. More certainty, and peace of mind.
You do not have to complete it all at once. Begin with what your family would need first, then add detail as you go.
Your people
Trusted contacts, dependants, guardians, advisers and the executor who should receive the first call.
Your home and digital life
Property access, service providers, subscriptions, digital assets and where secure access instructions are kept.
Your paperwork
The location of your original will, identity records, title deeds, certificates and other key documents.
Your wishes
Funeral preferences, care arrangements and guidance should you become unable to make decisions.
Your money map
Banking, investments, retirement funds, insurance, tax, trusts, debts and regular household payments.
The next steps
A practical first 24-to-72-hour guide and a checklist of documents an executor may require.