Important Documents Checklist

The following important documents should be stored in a safe place which should be known by your next of kin or trusted friend:

  • Will - It is advisable to keep your Will with your solicitor
  • Birth and marriage certificates
  • Property deeds
  • Lease agreements
  • Taxation records - It is advisable to keep copies of the last five years returns and assessments
  • Insurance policies
  • Superannuation policies
  • Documents for other assets (shares, debentures etc)
  • Financial records - These provide information to your Executor about where your money is held
  • Pre-paid funeral contract or bond

Understand Which Documents You Need

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East Maitland, NSW 2323

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Maitland (Rutherford), NSW 2320

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