Help the person handling your estate know where to begin.
The person dealing with your affairs may face a simple problem before anything else: finding the information. A well-labelled document map gives them somewhere to start and someone to contact when they need more detail.
An executor information folder can record where original documents are held, which organisations have relevant records and who can explain your arrangements. OscarOK helps share prepared information; it does not appoint executors, establish legal authority or administer an estate.
01
Describe the record and its location
Give each entry a recognisable title and a brief explanation. Note where the original is held, whether the file you uploaded is a copy and when you last reviewed the entry. Make the first instruction easy to follow without relying on knowledge only you have.
02
List people who can explain the arrangements
Record relevant professional contacts and the purpose of each relationship. Where appropriate, include a reference that helps the organisation identify its records. Keep the information current when a firm, contact person or arrangement changes.
03
Separate estate records from personal letters
Administrative information and family messages serve different purposes. Select recipients for each OscarOK item so someone helping with records does not automatically receive every personal message. Accepting a trusted-contact invitation is separate from any formal role they may hold.
04
Do not make urgent work depend on delayed access
OscarOK releases information only after a missed check-in, a full 30-day grace period, at least 14 days of warning after required emails are accepted by the provider, and confirmations from two distinct accepted contacts. It does not verify death. Tell the relevant people where time-sensitive information can be found through a separate arrangement. OscarOK is a companion to your document organisation, not a replacement for professional advice or the official steps after a death.
Your starting checklist
Locations of original documents.
Names and contact details of relevant professional advisers.
An inventory of organisations holding important records.
A date and short explanation for each entry.
Recipient choices that separate practical records from personal messages.
Common questions
Does inviting someone make them my executor?
No. An OscarOK invitation creates a trusted-contact role within the service only. It does not appoint an executor or establish any legal authority.
Can the executor access the vault immediately after a death?
OscarOK does not provide immediate access on notification of a death. Its complete check-in, grace, warning and confirmation process must be satisfied. Keep urgent document locations available separately.
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