• Full name, date of birth, ID number, tax number and contact details.
• Copies of driver’s license, ID Document, passport, and marriage/divorce certificates.
• List of trusted contacts (family, lawyer, financial advisor) with their contact info.

• Bank and investment account details (account numbers, institutions, login instructions).
• Insurance policies (life, health, home, car) with policy numbers and agent contacts.
• Retirement fund, including personal and workplace pension/provident funds and RAs.
• List of recurring bills and debit orders.
• Tax returns if applicable (recent 2–3 years).

• Will, trust documents, and powers of attorney (financial and healthcare).
• Advance healthcare directives or living will.
• Deeds to property and vehicle ownership papers.

• List of online accounts (email, social media, subscriptions) with usernames and password instructions.
• Instructions for accessing digital wallets or cryptocurrency accounts.
• Note: Use a secure password manager or encrypted document for sensitive logins.

• Instructions for funeral or memorial preferences.
• Letters or messages to loved ones (optional but meaningful).
• Details about care for dependents or pets.

The good news is that we’ve done the hard work for you.

Dedicating an hour or two to start your Life File can save your loved one’s countless hours of stress. It’s a small act of care that leaves a lasting legacy of clarity and preparedness.

The section for the existing policies and investments is very important and should be fully completed and up to date.

Should you wish to engage with us to assist you as financial advisors, please don’t hesitate to get in touch.