Important information your loved ones need to know
When somebody dies, there are always legal and financial matters to resolve, as well as deciding what will happen to children and dependants, assets, pets and much more. There are wills and other important documents to locate, bank accounts that need closing, doctors and dentists that need to be notified, social media accounts to be considered and so much more.
Your Go With Grace Plan can be created free of charge and securely shared with nominated friends/family members. You have full control over who you share it with. You may decide to share it with close family such as your spouse and children, and also other professionals such as your lawyer, your accountant and your doctor. Even when you share your plan via a secure read-only link, no-one else is able to edit or change it. If you prefer, you can save and download your plan, and then print it out to share on paper.
Important information to share with loved ones
Legal and financial
- If you have a will and where it is held
- Enduring power of attorney details
- If you have an Advanced Care Plan and where it is held
- Details for your lawyer, accountant, bank/s, doctor, dentist etc
- Life and/or funeral insurance details
- An outline of your assets (companies, property, shares etc)
Personal information
- Family history
- What you would like to have happen to your phone, emails, photos etc
- What you would like to have happen to your social media accounts
- Special messages, stories, or life lessons you’d like to pass on to those you leave behind
Frequently asked questions
For more information about how our planning tool works, please check the FAQ page or email us at hello@gowithgrace.nz