Choose trusted contacts
Record a spouse, adult family member, executor and relevant professional with current phone and email details.
A useful emergency plan tells family who to contact, where key originals are kept, and what must happen first. It should not give broad access to sensitive files before it is necessary.
Record a spouse, adult family member, executor and relevant professional with current phone and email details.
State who should be contacted first, who holds originals, and who is intended to help with children, property or the executor process.
Grant access only to selected records and review permissions regularly. A saved contact does not automatically receive vault access.
Make it easy to locate the signed will, obtain a death certificate, contact the nominated executor and secure property.
Review after moves, marriages, births, deaths, relationship changes and changes to executors or advisers.
Use the Family Emergency Pack and Family Readiness Report to communicate practical next steps and outstanding gaps.