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One practical step

Family

Share where essential documents are stored

Create a document-location guide without distributing every document.

  • Time: Not specified
  • Cost: Not specified
  • Impact: Not specified
  • Difficulty: Not specified
  • Evidence not rated

Done when

Relevant people can locate documents without unnecessary disclosure.

Create a document-location guide without distributing every document.

Who this is for

Only trusted people with a reason to access the documents.

Why this matters

A helper can identify whom to ask for a needed document.

How to do it

An original activity to try, adapt or skip for your circumstances; outcomes are not guaranteed.

  1. Choose documents a helper may need, such as a housing agreement.
  2. Record locations and access holders without including passwords.
  3. Ask an agreed helper to locate one document and clarify any gaps.

Evidence and references

There are no references for this item yet.

Last reviewed: · Version 2