Death can strike at any time ,whether you are young or old .We would advise that everyone should have a Personal file with all important information .This should be update at least once in 3 months or whenever there are important changes .Please feel free to use the checklist provided
Information to include in Personal Info File – List may be added to and is not exhaustive
Full name /ID /Tax No/Passport No
Parents info (required for estate )
Marriage info ( Married ANC/COP)
Spouse Details – Name /ID / Income tax
Children details – Name /ID /Income Tax
Name of all entities – shareholding /Business ownership/trusts
Estate planning/ Buy /Sell agreement /Key man policies
Agreement with executor/attorney in terms of fees
Location of all original documents – list – Will /Title deeds/ID /Passport /Marriage cert/contract/Vehicle log books/tax info/sureties signed/Liabilities /Safety deposit box
List of Personal Advisers and contact details ie:-
Accountant /Attorney /Banker/Insurance Broker/Executor
Religious Leader
Detail list of Assets and Liabilities -update regularly
Details of insurance Policies /Retirement Annuity/and beneficiaries
Current Employer details
Membership of any clubs/professional associations/gym etc
Credit Card /Debit card details
Utilities -details Electricity /Landline/cell phone -
Social Media – eg Whattsapp/Linkedin /Facebook /instagram/telegram etc email address/website -details user name account # password
Laptop/Computer/cellphone – login details – Software details
Loyalty programs -frequent traveller / loyalty cards – user name and passwords
Bank Accounts details log in details(encrypt)
Burial requests eg cemetery /last rites/ Bequests and charities
Family must all be aware of personal info file in the event of death /accident/illness
