ID and civil-status records
Identity documents, marriage certificates, antenuptial contracts and divorce orders help confirm who the deceased was and how the estate must be administered.
The dashboard checklist connects important records to executor tasks and date-of-death preparation. Store only what is necessary, keep originals safely, and review documents after major life changes.
Identity documents, marriage certificates, antenuptial contracts and divorce orders help confirm who the deceased was and how the estate must be administered.
Keep the original signed will accessible and record where it is held. An unsigned draft or old copy may not be enough for administration.
Title deeds, bond statements, valuations, vehicle papers and finance details help establish ownership, value and secured debt.
Keep current policy schedules and verify nominated beneficiaries directly with providers. A will does not necessarily override a valid nomination.
Recent statements, account references and ownership records help the executor find, value and administer financial interests.
Record funeral preferences, executor contact details, guardian intentions and trusted family contacts without exposing unnecessary sensitive data.