For Australian families
The Handover Folder is a document you fill in once. Nine sections covering which banks, which super fund, whether there was insurance, who to call and where the will is kept — so the people sorting out your affairs aren’t searching for any of it.
A will decides who gets what. It never says where anything is. That’s the part that takes the months, and it’s the part this writes down.
One of the questions
Australians have $18.9 billion in superannuation their funds can no longer match to them. Most of it is lost the same way — nobody wrote down where it was.
Does your superannuation include life insurance?
A page from the folder
Answer, or print
Fill it in online one question at a time, or print the blank folder and write it out by hand.
It builds the folder
Your answers become a document your family can follow — including what to do in the first two weeks.
Put it somewhere findable
And tell one person it exists. That last step is what makes all of it work.
Never “list your assets”. Every question asks about something that actually happened to you — a job in hospitality, a mortgage, an account opened for a bonus rate — because that is how people remember.
About you
The documents that prove who you are — and where they are
Your people
Who to call, in what order, and who must be told personally
Everyday money
Which banks, and the payments that must keep running
Super & life insurance
Including the cover most people forget they have
Insurance & protection
And what refunds money when it’s cancelled promptly
Investments & property
Shares, titles, and the things people forget they own
Debts & obligations
Including the guarantees that blindside families
Your digital life
Email, phones, photos, and every subscription
Your wishes
Where the real documents are, and what you’d want
Every other folder of this kind is a blank workbook. You fill it in, and your family is left holding a very tidy list of facts they still have to work out how to use.
This one reads what you’ve written and builds a chapter called “What to do in the first two weeks”. Tick that you bank with NAB and hold super with Hostplus, and your family gets the deceased-estates process for both — who to contact, what to say, and what they’ll ask you to produce.
In the right order
Register the death and order certified copies first, because nearly everything after it needs one.
With the shortcut most people miss
One government form notifies many banks, telcos and utilities at once. It leads the chapter.
And what not to do
Don’t cancel the mobile number — it’s the two-factor key to everything. Don’t distribute anything early. Don’t pay the debts from your own money.
This folder records where your family can find things. “Top drawer of the desk, blue folder” is the right kind of answer.
Passwords, PINs, tax file numbers, card numbers, Medicare numbers and crypto seed phrases are refused on entry — not discouraged, refused. A folder full of credentials is a liability sitting in a drawer, and that is the opposite of what this is for.
We do hold your answers while you’re working. A blank printable can promise it never sees anything; it also can’t tell your family which fund to ring. Ours are held encrypted in Sydney, never sold or shared, and deleted six months after your last update by a job that runs nightly whether you ask or not.
$18.9b
in lost and unclaimed super
Across 7.3 million accounts at 30 June 2025 — money that belongs to people whose funds can no longer find them.
Australian Taxation Office1 form
notifies many organisations at once
The Australian Death Notification Service reaches many banks, telcos and utilities in a single submission. Most families never hear of it.
Australian Death Notification Service9
things the folder refuses to record
Passwords, PINs, tax file numbers, card numbers, full account numbers, seed phrases, CRNs and Medicare numbers are rejected on entry. Try one and see.
What we never storeFree to fill in, and your answers save as you go. You only pay when you want the folder built.
9 sections · about 40 minutes · answer as much or as little as you like
A$49 once, and only when you’re ready. 30-day refund, no questions asked.