Purpose: This page is written for trusted family members. It should tell them what exists, where to look, who to contact, and what not to overlook if you become unavailable or pass unexpectedly.
Immediate actions for family
- Do not surrender, terminate, or cancel any policy without professional review.
- Locate official login credentials and statements from the secure password manager or physical estate folder.
- Contact the named financial institutions and insurers using official channels only.
- Check premium due dates and loan payment dates to avoid accidental lapse.
- Review the Cash Flow page first for upcoming obligations.
Key institution map
| Country | Institution / category | What to check |
|---|---|---|
| Singapore | CPF, DBS, CIMB, NTUC Income, Singlife, Great Eastern | CPF balances, bank accounts, linked financing, policies, health premiums |
| Malaysia | EPF/KWSP, banks, fixed deposits | Retirement balance, FD maturity, MYR cash |
| United States | 401(k), Social Security | Retirement accounts and future benefits |
Important caution
This dashboard should not contain full passwords, full NRIC/passport numbers, full account numbers, or raw private documents on a public URL. Use masked identifiers here and keep the actual credentials/documents in a secure estate folder or password manager.