A printable page for gathering your plans, papers and wishes in one place, so the people you love know where to look.
Last reviewed · For readers in Australia
In short
One printable page for your plans, papers and wishes.
Fill in what you can. Blank lines are fine.
Tell someone where you keep it.
This page is for gathering your plans in one place. It isn’t a legal document, and it doesn’t replace a will, a power of attorney or your state’s advance care planning forms. What it does is tell the people you love what you’ve put in place, where to find it, and what matters to you.
Print it, fill in what you can, and leave the rest for another day. Keep it with your important papers, and tell someone you trust where it is. It’s a good idea to look over it once a year, or whenever something changes.
Please don’t write passwords on this page. Our guide to your digital legacy explains safer ways to leave access.
About me
Full name, and any other names I’ve used: ____________________
Date of birth: ____________________
Address: ____________________
Medicare number is kept: ____________________
Date I filled this in: ____________________
My will
I have a will: yes / no / I’m working on it
The original is kept at: ____________________
My executor is: ____________________, phone ____________________
The solicitor or public trustee who helped: ____________________
Moneysmart suggests updating your will when your life changes, for example after a marriage, a separation or a new grandchild. Our guide to making a will explains more.
If I can’t make decisions myself
My enduring power of attorney (money and legal matters) is: ____________________
The document is kept at: ____________________
The person I’ve appointed to make health and care decisions is: ____________________
My advance care directive or plan is kept at: ____________________
My GP has a copy: yes / no
It’s uploaded to My Health Record: yes / no
Advance Care Planning Australia explains that these documents only take effect if you can’t make decisions for yourself. Our guides to advance care planning and enduring powers of attorney explain each one.
What matters in my care
What makes life worth living for me: ____________________
If I were very unwell, I would most want: ____________________
I would not want: ____________________
Beliefs, faith or cultural practices I’d want respected: ____________________
My funeral wishes
Burial / cremation / I’m happy for my family to decide
A service I’d like, or not: ____________________
Music, readings or people I’d love included: ____________________
I have a prepaid funeral, funeral bond or funeral insurance with: ____________________
I’m registered as an organ and tissue donor: yes / no
Property I own, and whether it’s jointly owned: ____________________
Regular bills and subscriptions: ____________________
My accountant or financial adviser: ____________________
The ATO explains that super is usually paid according to your beneficiary nomination rather than your will, so it’s worth checking it matches your wishes.
People to tell
Family and friends who should be told first: ____________________
My GP and other health professionals: ____________________
Clubs, groups or my faith community: ____________________
Each fact in this guide was checked against these official pages on 23 October 2026. Rules and forms change, so please check the source for your own situation.
This is general information, not legal, financial, insurance or medical advice. For your own situation, please speak with a qualified professional or the official body named above.
