Free practical checklist
50 things your family may need if something happens to you
Use this as a starting point. You do not need to give everyone your passwords; you do need a safe way for authorised people to discover what exists and how to obtain access when appropriate.
People & legal documents
Location of the signed original will
Executor or estate representative contact details
Attorney or legal adviser contact details
Beneficiaries and the documents governing their entitlement
Marriage, divorce, antenuptial or partnership documents
Trust documents and trustee contacts
Guardian wishes or relevant family instructions
Identity documents and passport locations
Money, property & protection
Bank account institutions and account references
Investment and retirement account references
Property details and title/deed locations
Vehicle ownership and finance details
Life insurance policies
Medical, disability or other important policies
Loans, credit cards and other debts
Tax records and tax adviser details
Business ownership or partnership interests
Regular income sources
Recurring household obligations
Valuable personal property that should not be overlooked
Accounts & access
Primary email account
Primary mobile number and recovery process
Password manager name and emergency-access process
Two-factor authentication recovery method
Important banking access references (not passwords)
Government or tax portal account references
Cloud storage accounts
Devices that contain important information
Digital estate
Domain names and registrars
Websites and hosting providers
Apps, SaaS products or online businesses
Cloud projects and servers
Source-code repositories
Business email systems
Social media accounts
Photo and video libraries
Online marketplaces or creator accounts
Instructions to keep, transfer, sell or close digital assets
Documents & practical instructions
Birth and marriage certificates
Property, company and trust records
Insurance policy document locations
Recent tax returns and supporting documents
Important contracts
Safe, safety-deposit box or secure-storage details
Funeral or memorial wishes
People who should be contacted quickly
Pets and immediate care instructions
Subscriptions that should be cancelled
Services that must stay active temporarily
First-48-hours instructions
A checklist tells you what is missing. AstruLegacy gives the information a home.
Organize the references, locations, trusted people and instructions behind these 50 items, then review them regularly.