Property & belongings
Homes, land, vehicles, and other valuable belongings. Note ownership and where the documents are.
Your next step starts
with what you have.
A home, an account, a policy. An asset overview brings the important details into focus before you plan what happens next.
Recommended first step
A useful beginning,
even with a partial list.
You don’t need every balance or document to get started. List what you remember, note where to find more information, and come back when you are ready.
Your asset overview
Illustrative examplePropertyHomes, land & other properties
›Savings & investmentsAccounts, investments & savings
›Insurance & takafulPolicies & coverage details
›Important documentsWhat they are & where to find them
›One place to begin. Add details as you go.
A place for the important details
Think beyond the family home.
Accounts & investments
Savings, investments, and retirement arrangements. Record the institution and useful references.
Insurance & takaful
Policies, coverage information, nominations, and the contact who can help.
Commitments & debts
Mortgages, loans, and ongoing commitments help complete the picture.
Important documents
Record where titles, agreements, identification, and estate documents are kept.
People who can help
Trusted contacts, professional advisers, and the people who depend on you.
Keep passwords, banking PINs, OTPs, and recovery phrases out of your asset inventory. Record where legitimate access instructions can be found.
When you are ready
Let your overview guide your wishes.
Knowing what you own and owe helps you prepare useful questions for your will or wasiat.
Start with one small step.
You don’t need every detail today. Begin with what you know.
Start organising