Your recipe for peace of mind
Use this checklist to make sure your wishes are known and your loved ones are supported.
- Create or update your Will
- Appoint an executor
- Outline how your assets should be distributed
- Nominate guardians for children (if applicable)
- Review and update your Will every 3-5 years or after major life changes
- Enduring Power of Attorney
- Appoint an Attorney – someone you trust to make financial and legal decisions if you’re unable
- Understand the powers you’re granting and seek legal advice in needed
- Enduring Guardianship
- Appoint a Guardian – someone you trust to make health and personal decisions if you’re unable
- Discuss your health and personal care wishes with loved ones and guardian
- Advance Care Planning
- Complete an Advance Care Directive (ACD)
- Discuss your health care wishes with family and medical professionals
- Organise your financial information
- Fill out a personal record book
- Provide your loved ones with a copy of your personal record book or ensure that loved ones know where your personal record book can be located
- Include logins and passwords in a secure location
- Communicate your wishes
- Talk to your loved ones about your plans
- Review your legacy
- Write a personal legacy letter or record a video message
- Consider the values and stories you want to pass on
- Think about charitable gifts or bequests you wish to include
Tip: Consider using the Public Trustee or your local solicitor for professional support to ensure your wishes are legally protected.