Date-of-death document checklist
A separate, permission-controlled checklist for gathering administration documents. Invited family members see only this checklist, never the full estate dashboard.
Important: This checklist helps organise preparation. The formally authorised executor or qualified professional must confirm the documents required for the estate and the latest official submission requirements.
Estate checklist
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Complete
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Resolved
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Outstanding
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Required outstanding
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Documents to gather
Update a status, add a note or upload a supporting file where your permission allows it.
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Invite family help
The invitation grants checklist-only access and expires automatically.
Checklist access
Privacy boundary
Checklist guests can view only the document names, statuses, notes and files linked here. Assets, beneficiaries, calculations, reports and other vault files remain inaccessible.