Women and Investing

Your Life File: a practical estate planning checklist

A clear, step-by-step checklist to help you organise and safeguard your essential personal, financial and legal documents, giving you – and your loved ones – confidence that everything is in order.

21 Jan 2026

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Estate planning documents for safekeeping

Your Life File is a practical estate planning tool designed to simplify life’s most complex moments. It brings together all the critical information your family, executor or advisors may need in the event of incapacity or death – from wills and trusts to investments, insurance, assets and personal details. By completing and maintaining this checklist, you create clarity, reduce administrative burden, and gain peace of mind knowing your wishes can be carried out efficiently and with care.

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Important information

The information, views and opinions provided are general in nature, for informational purposes only, and should not be construed as advice. No action should be taken without appropriate professional guidance. We do not act as advisors or in a fiduciary capacity. While we strive for accuracy and timeliness, we make no guarantees as to completeness or correctness and are not obliged to update the information. This material does not constitute a full summary of the risks associated with any product, fund, service or strategy. Relevant risk disclosures are available in the applicable documents, which can be requested free of charge. For details on specific funds, please refer to the relevant fact sheets. For mandatory disclosures about this investment, further important information on indices, fund ratings, yields, targeted or projected performance returns, back tested results, model return results, hypothetical performance returns, the investment team, the investment process and specific portfolio names, please click here.