Important documents to organise

Personal records

Note the location of identity documents, relevant family certificates and property records. Keep useful contact details for family members, advisers and professionals.

Financial records

List banks, insurers, investments, debts and recurring payments. Record where statements, policy documents, tax records and any signed estate documents are stored. Avoid putting full card numbers or secret access codes in ordinary notes.

Health and care records

Record the location of current care instructions, medicine information and relevant insurance or formal healthcare documents. Keep details up to date and share them only with appropriate people.

Make an index

Use a short list showing each document, its location and who may need it. Store originals securely and explain the authorised access process. Add household, pet or business records as needed.