Use the template in five passes
(1) list people and entities; (2) record major assets and associated debts; (3) list policies, renewals and providers; (4) identify the location of current documents; and (5) name professionals and trusted contacts. Add a “last checked” date for each section. Keep the template in a protected place and give access only to people you choose. Services Australia suggests preparing important information and making sure the right people know where it is.
