Discuss your needs
Talk through the types of documents you want to account for and what you want your family to know.
How we help
A clearer path through an uncertain time.
Thoughtful preparation can help families know where to start when they need important documents or information.
Planning starts with a conversation.
We make preparation straightforward: organise the documents, record trusted contacts, keep information up to date, and give families a clear route to follow when they need it.
Confirm arrangements
Understand accepted documents, confidentiality measures, access rules and service terms.
Keep information current
Ask how documents and nominated contact details can be updated over time.
Understand future access
Clarify how a death is verified, who may be contacted and what authorisation is required.
Help family find direction
After receiving notice of a client’s passing, the team checks the information provided, verifies the request and guides authorised family members through the agreed document-access process.
Ask questions
Make sure you understand privacy, security, legal and practical aspects before registering documents.
Common questions
Things worth knowing.
What kinds of documents can be stored?
Examples may include life cover information, wills and other important records. Confirm accepted document types and formats directly with The Compass Oasis.
Who can receive documents after a client passes away?
Access should follow the client’s documented instructions, verification procedures, applicable law and the service’s agreed terms. Confirm the exact process with Oasis.
Are documents automatically released?
The process, required evidence and any limitations must be explained in the service agreement. This website does not promise automatic release.
How do I get started?
Contact The Compass Oasis to discuss the service, confidentiality arrangements, any fees, and the steps required to register documents.