Financial and Bank
Account details (Joint Bank accounts allow automatic access by a partner)
Lists of shares, bonds or
other negotiable instruments.
Description of: (a) Real
estate (b) Other property (c) Valuable Collections of Coins, Stamps, Antiques, Art etc.
Details of: (a) Insurance
Policies (b) Mortgage information (c) Information relevant to the preparation of tax
returns.
A Will, and if
necessary a Power of Attorney should be included.
Birth Certificates of all
family members.
Recent colour photographs
of all family members.
Update relevant
information annually where applicable.