Where are the important originals?
Record the folder or location, the person who can reach it and the adviser who can explain it.
Your first five things
The important details shouldn’t live only in your head.
Use this checklist anywhere you like. Start with one answer and come back for the rest.
Who can help with the everyday things?
Spare keys, pets, household tasks and someone to call when something stops working.
Where should someone start with accounts?
List providers, policies and relevant contacts. Start with a map of what exists; you do not need to start by collecting passwords.
Who should they call first?
Add a name, their role and the question they can help answer.
What would you like them to know?
A practical instruction or a personal message. A sentence is enough to begin.
Then check the handover.
Who knows this information exists? Can they find the saved copy? Do they have enough keys to open it? Practise the steps together, rather than relying on a name in a form.
Understand access and recovery →