What's inside
Everything that needs
a phone call, in one place
Two A4 pages with tick boxes beside every item, plus space to write reference numbers and dates as you go. Most families work through it over several weeks, and that's exactly how it's meant to be used.
01
Government agencies
Centrelink, Medicare, ATO, Veterans' Affairs, and electoral services.
02
Financial institutions
Banks, building societies, credit unions, and mortgage providers.
03
Superannuation
Your fund, any insurance policies, and pension providers.
04
Insurance policies
Life insurance, income protection, and home & contents cover.
05
Utilities and services
Electricity, gas, water, phone, internet, and council rates.
06
Memberships and subscriptions
Golf clubs, gyms, professional associations, and regular services.
07
Digital accounts
Email, social media, cloud storage, streaming services and online subscriptions.
08
Notes and reference numbers
Space to record who you called, when, and the reference they gave you.
You do not have to do this in one sitting, and you do not have to do it alone. Give a page to the person who keeps asking how they can help.
Yasemin Trollope · Owner & Head Funeral Planner
Also free to download