The Verso Wealth Life & Legacy File is a practical guide that helps you organise your important personal, financial and legal information in one secure place.

Completing the file can provide your spouse, children or other trusted family members with clearer guidance if you pass away or become unable to manage your own affairs.

One file. Clear guidance. Greater peace of mind.

Your Life & Legacy File can help you record and organise:

• personal and family information;
• important contacts and service providers;
• the location of your Will and other legal documents;
• bank accounts, investments and insurance policies;
• retirement fund and beneficiary information;
• property and business interests;
• digital assets and access instructions;
• funeral and memorial wishes;
• information your executor may need; and
• important steps for your family following your death.

How to get started

1. Download the file

Download and save the Life & Legacy File. You can complete it electronically or print it and keep it in a clearly labelled binder.

2. Complete it carefully

Work through each section and include the information relevant to you and your family. Married couples are encouraged to complete the file together.

3. Store it securely

Keep the completed file in a safe and accessible place. Store original legal and financial documents in a fireproof safe or with your attorney or trusted adviser.

Tell at least two trusted people where the file and the original documents can be found.

4. Review your planning

Speak to your Verso Wealth financial planner about any gaps or changes relating to your Will, beneficiary nominations, insurance cover, investments or estate planning.

5. Keep it up to date

Review your Life & Legacy File at least once a year and whenever there is a significant change in your personal, family or financial circumstances.