Create a document index your family can understand

Choose simple groups

Group your documents into identity, home, financial, care and other personal records. Use familiar descriptions. The aim is to help an authorised person find the right original, not to create a complicated filing system.

Add the exact location

Say where the original is stored and how the location can be identified. Include a folder name or cabinet label when useful. Keep sensitive access codes out of the index itself.

Mark the current version

If several versions exist, note which one is current and when you last checked it. Do not destroy formal documents without appropriate advice. A digital planning note does not replace a signed original.

Start with an index today

LastConnect lets you record document locations in the relevant information forms. Uploads and a private document vault are planned features. Until available, keep documents in your existing secure storage and maintain the index.