Your WDI Estate Pack
Everything your executor needs, gathered during your lifetime.
Your Estate Pack is not a document you download once. It is a structured record you build and keep current — so that when you die, your authorised executor receives one organised, verified starting point instead of a search.
Legal documents
Last Will, Living Will, trust documents and your instructions — plus where the signed original is kept.
Financial information
Bank accounts, investments, retirement funds and life policies.
Assets and liabilities
Properties, vehicles, business interests, debts and other obligations.
Family and beneficiaries
Dependants, beneficiaries, relationships and important contacts.
Supporting documents
Certificates, title deeds, contracts and statements — encrypted on your device.
Estate instructions
Executor details, funeral preferences and outstanding actions.
How it is built and kept current
- 1
Start free
Create your Will and Living Will, and register where the original is kept.
- 2
Build your profile
Add assets, liabilities, policies, family and documents — alone or with your adviser.
- 3
Keep it current
Review reminders and your Estate Readiness status show what is outdated or missing.
- 4
Verified & locked at death
After verification the pack is locked and cannot be changed. Only your authorised executor or professional receives it.
Who receives it — and when
During your lifetime only you, and a financial adviser you authorise, can see your information. After death, WDI first verifies the official death certificate or notice and the authority of the person requesting access. The pack is then released only to your authorised executor or professional. Reporting a death never gives the reporter access.
The Estate Pack supports your executor; it does not replace the formal estate process. The estate must still be reported to the Master of the High Court, who issues Letters of Executorship.