Most affluent Australian families have spent decades building something worth protecting — property, businesses, investments, collections and a body of personal history that belongs to no one else. Almost none have it written down in one place.
This is the checklist we work through with every family that engages us for Asset Mapping. It is not exhaustive, but if you can answer every item below, you are ahead of 95% of families with comparable wealth.
Property & Real Estate (items 1–8)
1. Title deeds for every property. 2. Council rates notices. 3. Body corporate or strata documents. 4. Mortgage statements and lender contacts. 5. Insurance policies and policy numbers. 6. Tenancy agreements for any leased properties. 7. Improvement records, plans and approvals. 8. Property management contacts.
Business & Entities (items 9–17)
9. Company constitutions and shareholder agreements. 10. Trust deeds and any variations. 11. ABN, ACN and entity registrations. 12. Latest financial statements. 13. Key employee and contractor agreements. 14. Buy-sell agreements. 15. Bank facilities and guarantees. 16. Intellectual property registrations. 17. Founder succession and continuity plan.
Financial & Insurance (items 18–28)
18. Bank accounts and account numbers. 19. Investment portfolios and broker contacts. 20. Superannuation funds and beneficiary nominations. 21. Life insurance and TPD policies. 22. Income protection cover. 23. Health and private hospital cover. 24. Home, contents and asset-specific policies. 25. Loans receivable and payable. 26. Personal guarantees. 27. Recurring subscriptions and memberships. 28. Tax adviser and accountant details.
Vehicles & Collections (items 29–36)
29. Vehicle registrations and ownership records. 30. Classic and collector vehicles — provenance, restoration history, valuations. 31. Watches and jewellery — appraisals and photos. 32. Art — provenance, valuations and insurance. 33. Wine cellar inventory. 34. Significant memorabilia. 35. Storage locations and access details. 36. Specialist contacts (restorers, valuers, dealers).
Digital & Identity (items 37–44)
37. Identity documents (passports, birth certificates). 38. Email account credentials. 39. Cloud storage and photo archives. 40. Social media accounts and intended fate. 41. Domain names and websites. 42. Cryptocurrency wallets, exchanges and seed phrases. 43. Device passcodes and recovery keys. 44. Password vault master access.
Estate & Wishes (items 45–50)
45. Current wills (and where the originals are kept). 46. Powers of attorney — financial and medical. 47. Advance care directives. 48. Funeral wishes. 49. Letters of wishes to executors. 50. The family meeting minutes — because the conversation matters as much as the documents.
If you have all fifty, your family is genuinely prepared. If you have fewer than half, you have work to do — and that is precisely the work we exist to help you finish.