Back to All Posts
Sep 7, 2026 7:45:37 PM

What Property Information Should You Keep for Your Family?

By Peta T. 3 minute read

Your family should know what you own, who holds the loan, who to call for repairs, which insurer covers the property, and where the paperwork lives. Documents matter, but knowledge matters more. A folder full of files means nothing if nobody knows it exists or what it’s for. Pocket Space keeps both the records and the context in one place, shared safely with the people you trust.

  • Your family needs context, not just paperwork.
  • The essentials: ownership, lender, insurer, tenant or agent, and who to call.
  • This is practical information, not a substitute for a will or legal advice.
  • Pocket Space shares it all with the right people, without handing over passwords.

Picture this: something happens to you, and a family member has to step in. They find the insurance policy – eventually. But they don’t know the property manager’s name, whether the mortgage is with the same bank as your everyday account, or who last did the hot water repair. The document existed. The knowledge didn’t.

What does “keeping your family informed” actually mean?

More than a filing cabinet. A document tells you a policy exists. It doesn’t tell your family who to call when the policy needs to be used, or why you chose that insurer over another. Real preparedness means the people around you understand the property, not just where its paperwork sits.

The essentials your family should know

Every property has a short list of facts that matter more than the rest. If nothing else, make sure someone else knows:

  • Ownership details – title, whether it’s owned outright or with a co-owner
  • Loan and lender – who holds the mortgage, and roughly what’s owed
  • Insurance – the insurer, the policy type, and when it renews
  • Who to call – a property manager, a regular tradie, or a strata contact
  • Recurring bills – council rates, water, strata levies, and when they’re due

None of this replaces a will. It’s the practical layer underneath one – the difference between a family that can act this week and a family piecing things together for months.

Why this isn’t a legal matter – and why that’s fine  

A will decides who owns what. This is about who can act in the meantime. If you’re unwell for a few weeks, travelling, or simply unreachable, your family shouldn’t need probate to find out the insurance renewal date. For anything involving ownership transfer or inheritance itself, a solicitor is the right call – this is about the everyday running of the property staying visible in between.

How Pocket Space keeps your family in the loop

Pocket Space stores your property’s documents, bills, and key details in one place, then lets you share secure access with family, co-owners or carers – without giving away a single password. Set it up once, and if a hard week ever comes, the people you trust already know where to look.

Pocket Space launches soon in Australia. Join the waitlist and make sure your family is never left guessing.

Frequently asked questions

What property information should my family know? Ownership details, the lender, the insurer and renewal date, who to call for repairs or management, and which bills are due when.

Does this replace a will? No. A will decides ownership. This is about your family being able to manage the property day-to-day if you’re unwell or unreachable.

When can I start using Pocket Space? Pocket Space launches soon in Australia. Join the waitlist for early access.