Private by design • Structured clarity • Not a fiduciary service
Lexi-Life organises structured information and links so the right people are not left guessing.
Estate setup & life interruption planning
Start building your estate and emergency readiness record
Complete the key sections so your family, immediate contact and executor are not left guessing if you are hospitalised, incapacitated, unreachable or deceased.
This is not a once-off setup. It is something you maintain over time.
This only helps if it is ready before it is needed
If life is interrupted suddenly, your trusted person may need to act quickly for children, pets, dependants, personal wishes and urgent practical matters. Your executor still handles the formal estate process separately.
Executor
Nominate who will manage your estate.
Immediate Action Contact
Choose a trusted person who can access limited practical information for children, pets, personal wishes and urgent instructions if you are hospitalised, incapacitated, unreachable or deceased.
Dependants & Care Instructions
Record children, adult dependants, elderly parents, ill partners, special-needs dependants and anyone who relies on you practically or financially.
Will
Capture your will status and where it is stored.
Assets
Record property, bank accounts, investments, business interests and valuables.
Policies & Benefits
Record life policies, funeral cover, retirement funds and beneficiary details separately from your estate assets.
Health & Medical Cover
Record medical aid, GAP cover, membership details and emergency contact information separately from estate totals.
Liabilities
Capture bonds, loans, credit cards and obligations.
Contacts
Key people your executor must contact.
Pets
Care instructions and assigned caregivers.
Wishes
Record funeral wishes, playlists, memorial links and personal instructions.
