Life cover information
Records relating to life insurance and cover that may be relevant to family members.
Our service
Important documents, kept with tomorrow in mind.
Prepare for the future by making sure your family has a clearer starting point for locating documents and information that may matter after your passing.
What might you want your family to know about?
The Compass Oasis is intended for confidential safekeeping of important documents. Examples of records people may want to account for include:
Wills and estate documents
Important documents that may help loved ones understand where to begin with estate matters.
Other important records
Other agreed documents or information a person wants their family to know about.
How document registration works: Clients list the records they want safeguarded, provide the details needed to identify each document, and nominate the people who should be contacted. The Oasis team helps keep the record organised and explains how updates and access requests are handled.
Know the process
Safekeeping should come with clear expectations.
Each client is guided through a registration process, records the documents they want their family to know about, and provides nominated contact details. When a client passes away, the team follows an identity and relationship verification process before guiding authorised family members to the relevant information.
Ask About the Service ↗- Which documents are accepted?
- How are documents stored and updated?
- Who may be contacted or receive documents?
- How is a death verified and access approved?