How to store important documents so your family can find them

One of the most practical things a family can do is ensure that important documents are stored somewhere accessible and findable. When things change quickly — a hospitalisation, a death, a sudden need for care — families spend hours or days searching for documents that should take minutes to find.

The essential document list

• Will (most recent version, dated and signed)
• Power of Attorney (financial)
• Enduring Guardianship or Medical POA
• Advance Care Directive
• Medicare card number
• DVA card (if applicable)
• Health insurance fund and membership number
• Superannuation fund details
• Bank account details (institution and account names — not passwords)
• Solicitor contact details
• Financial adviser contact details
• GP name and contact details
• Specialist contact details
• Current medication list

How to scan documents on iPhone (no app needed)

1. Open the Notes app
2. Create a new note
3. Tap the camera icon → Scan Documents
4. Hold your phone over the document — it scans automatically
5. Tap Keep Scan → Save
6. The note now contains a PDF of your document
7. Tap the share icon → Save to Files → iCloud Drive

How to store in Google Drive

1. Go to drive.google.com (or the Google Drive app)
2. Tap + New → Upload
3. Select the scanned PDF from your phone
4. Create a folder called "Important Documents" to keep everything organised
5. Right-click any file → Share → add a trusted family member's email so they can access it

How to share with HeyAggy document index

With AggyPlus, you can add a link to any document in your HeyAggy document index. This doesn't store the document — it stores the link, so you can find everything from one place. To get a shareable link from Google Drive: right-click → Share → Change to "Anyone with the link" → Copy link.