Organising your paperwork

Having all of your paperwork up to date and in one place will make it easier if a family member has to help you with financial and legal matters.

Important documents might include:

• social media logins and passwords
• birth, marriage/divorce certificates
• bank and credit card details and passwords
• investment information (e.g. shares)
• Centrelink and Medicare details
• superannuation and insurance
• house title/lease
• loan details (e.g. house, car)
• passport
• will
• documents appointing a substitute decision-maker or power of attorney
• advance care directive
• funeral information.

It’s a good idea to check or update who you have nominated as beneficiaries on your superannuation and life insurance policies. Let someone close to you know who you have nominated and how to contact your lawyer.

Download our fact sheets on Insurance and Superannuation.

→ READ MORE: Advance care planning

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Podcast: Caring for Someone in Their Last Months