A small step, checked off.

Use this checklist to organise your thoughts. Print it for a family conversation, or work through it here.

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Your assets & commitments

List your main bank accounts and investmentsNote property, vehicles, and significant belongingsList loans and ongoing commitmentsFind your insurance or takaful policy details

Important documents

Locate your identification and property documentsNote where your will or wasiat is kept, if you have oneRecord where to find supporting agreementsCheck whether anything needs updating

People who can help

Identify a trusted person or next of kinNote an executor or professional adviser, if appointedLet the right person know where to find your instructionsDiscuss who can help with dependants

Legitimate access & instructions

Review official legacy or recovery contact optionsNote where access instructions are keptRecord important service providers and contact detailsKeep passwords, PINs, OTPs, and recovery phrases out of this list

Your wishes

Note questions you have about a will or wasiatConsider religious or cultural preferencesThink about the people who depend on youChoose a time to revisit your plan

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