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Fry Bros » Resources And Faqs » Important Documents Checklist

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

97 New England Highway
Maitland (Rutherford), NSW 2320

61 Port Stephens Street
Raymond Terrace, NSW 2324

Acknowledgement of Country

We are in the country of the Worimi, Gamilleroi, Wonnarua, Gweagal, Darkinjung, Biripi and Awabakal peoples.
Fry Bros respectfully acknowledge their Elders, celebrate their continuing culture and the living memory of their ancestors.