A Just-in-Case Plan is a simple way to protect your family from unnecessary stress and confusion. It gathers the key information they’ll need if something happens, so they can focus on what really matters — caring for you and each other.
For example, do your loved ones know who you bank with?
It might sound like a strange question — but when life takes an unexpected turn, even small details can suddenly matter.
Here’s how to get started 👇
1. Organise Your Key Information
Begin by listing your important details:
- Bank accounts and insurance policies
- Accountant, lawyer, and financial planner
- GP and medical specialists
- MyGov ID, pension card, and other key contacts
Having this information in one place means your loved ones won’t be left searching for it under pressure.
2. Gather and Store Important Documents
Bring together the paperwork that matters most, including:
- Your Will
- Enduring Power of Attorney
- Advance Care Directive
- Medical summary (allergies, conditions, medications)
Keep these documents in a safe, easy-to-find location — such as a labelled folder at home or a secure digital storage option.
3. Share the Location with Trusted People
Even the best plan won’t help if no one knows it exists.
Tell trusted family members or friends where your information and documents are kept. Make sure they know how to access them if needed.
Digital tools like Wishkeeper can make this process easier and more secure.
A Small Step That Makes a Big Difference
Creating a Just-in-Case Plan isn’t about expecting the worst — it’s about giving your family clarity and confidence if life takes a turn.
By organising your information, gathering your key documents, and sharing access, you’re protecting the people you love from unnecessary overwhelm.
This is just one part of a Just-in-Case Plan. The full plan also captures your wishes and choices if you’re ever unable to care for yourself at home, whether temporarily or permanently.
If you’d like help building your own Just-in-Case Plan, Sunbird can guide you through each step with clarity and compassion.