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Deceased Estates

WHAT IS A DEATH FILE?

Have you considered the importance of compiling a “death file” AND informing your friends and family where to find your file when you pass away?

Often we see families not knowing if their loved one who passed has a last will and testament.

Examples of information which should be included in your death file are:

  • Your last will and testament.
  • Funeral policy document.
  • Social media accounts.
  • Passwords.
  • Policy documents.
  • Investments documents.
  • A list of bank accounts.
  • Share information.
  • Interest in companies.

These are only a few examples.