Free Critical Info Checklist
Life Stages Document Checklist
A practical guide to organising the documents you may need across your life.
Life Stages Documents
10 categories · easy to start
- Personal identification
- Medical and health information
- Legal documents
- Financial documents
- Funeral and end-of-life wishes
- …and 5 more in the full checklist
Why it matters
Why this checklist matters
When important documents are hard to find, families can be left stressed, confused and unsure what to do next. This checklist helps you record where key documents and information are stored, so the right people can find what they need when it matters most.
Reduce family stress
Help loved ones know where important information is located, so nothing feels like a guessing game.
Prepare for emergencies
Make it easier for trusted people to act quickly if illness, accident or loss disrupts everyday life.
Start simple
You don't need to upload documents. Just record where they're kept and who can access them.
The checklist
Ten categories that cover what matters
Browse the categories below to see what's included. When you're ready, download the full PDF checklist to tick items off, share with loved ones, or print and keep somewhere safe.
- Birth certificate
- Passport and driver licence
- Marriage, divorce or change-of-name documents
- Citizenship or visa documents
- Medicare and concession cards
- Medicare number and private health insurance
- Regular medications and dosages
- GP and specialist contacts
- Allergies and medical conditions
- Advance care directive and treatment preferences
- Will (and where the original is stored)
- Enduring power of attorney
- Enduring guardianship
- Trusts and binding agreements
- Solicitor or executor contact details
- Bank accounts and account numbers
- Credit cards and loans
- Tax records and accountant details
- Recurring bills and direct debits
- Investment accounts and shareholdings
- Superannuation fund and member number
- Life and income protection insurance
- Health, home, car and travel insurance
- Nominated beneficiaries
- Policy documents and broker contacts
- Property titles and mortgage details
- Vehicle registration papers
- Safety deposit box location and key
- Valuables (jewellery, art, collectibles)
- Rental or lease agreements
- Email and phone provider accounts
- Social media and photo storage accounts
- Subscription services
- Cloud storage and password manager
- Two-factor authentication recovery details
- Burial or cremation preferences
- Funeral or memorial service wishes
- Pre-paid funeral plan details
- Organ and tissue donation decision
- Readings, music and people to involve
- Who will care for pets
- Vet contact and medical history
- Children's school and routine notes
- Guardianship arrangements
- Dependant care contacts and instructions
- Next of kin
- Close family and chosen people
- GP and key health professionals
- Solicitor, accountant, financial adviser
- Employer and workplace contact
Free download. No spam, ever.
Beyond the checklist
Want to go beyond a checklist?
This checklist is a simple starting point. The Critical Info Platform helps you securely record your wishes, key contacts, important information and instructions across 15 life areas, so your loved ones are better prepared.
After-death support
Supporting families after a death
If someone has died and you're unsure what to do next, Critical Info also offers the guide My Loved One Has Died, What Do I Do Now? — a practical Australian guide to help families navigate the first days, weeks and months after a death.
A calm, practical guide
- What to do in the first 24 hours
- Notifications, registrations and probate
- Funeral planning and estate steps
- Looking after yourself and your family