You’re unavailable.
Can the right person find the latest instructions and take the first agreed steps?
A clearer plan for your family
If you couldn’t help, could your family take the next step?
Answer a few questions, see what needs attention and choose practical steps to discuss with your family.
Start with a clear first step.
Three situations worth thinking through.
Questions about who can help, how to recover access and how to keep your plan up to date.
Access is disrupted.
Have you checked how to recover access if a device is lost or someone cannot help?
Your circumstances change.
Do your instructions still match your family, wallet and providers today?
Something to read, do together and keep.
Start with whatever helps you. You can use these free resources without completing the check.
Family starting guide
Understand the documents, people and questions that matter before your family needs them.
Read the guideFamily conversation
Take about 15 minutes together to find what is clear and what still needs attention.
Start the conversationYour actions
Note what needs doing, who will do it and when you will review it together. Download or print your own copy.
Open your actionsPrefer to look around first?
See some example results before you begin.