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Documents Checklist

The following checklist will help you to identify important papers.  Make sure you let someone else know where they can be found.

  • Birth Certificate
  • Marriage Certificate
  • Will
  • Enduring Power of Attorney
  • Personal insurance policies
  • House deeds (for your home and other properties)
  • House insurance (for your home and other properties)
  • Bank accounts (joint, personal, cheque, savings etc)
  • Superannuation papers
  • Investment documents (securities, share certificates, bonds)
  • Medical insurance
  • Prepayment of funeral papers

List of location of other documents such as:

  • Medicare Card
  • Pensioner Concession Card
  • Bank Cards