How to get the BEST out of my 1file4life App

How to get the BEST out of my 1file4life App

Follow The 1file4life Formula for an organised life for you and your family

Organise the Now, Prepare for the Future and get back to enjoying Life.

Using our simple, secure and safe system

Keep up to date with your day to day admin. and important policies.

Share and Grant Access

Share your selected key documents with your key contacts while maintaining encryption.

Key Documents to Store in your App

If you haven't got it get it, and if you have got it review it!
Document or PolicyA General Time-Line Guide to Reviewing or Renewing a Document - If you have a change in circumstances then you should carry out a review
Passport6 months in advance of expiry date
Driving Licence6 months in advance of expiry date
National Insurance NumberN/A
Life and Critical Illness PoliciesEvery 2 years
Life Insurance Trust FormsEvery 2 years
Income Protection Policies Annually
Stocks and Shares CertificatesAnnually
Investment PortfolioAnnually
Equity Release AgreementsAnnually
Mortgage StatementAnnually
Pension StatementAnnually
WillEvery 2 years
Living Will and End of Life WishesEvery 2 years
Funeral Plans Every 2 years
Power of Attorney Review every 2 years/in event of divorce/significant change in circumstances
Trusts, Beneficiary and Executor Review every 2 years/in event of divorce/significant change in circumstances
Donor Card Every 5 years
Medical Conditions Annually
Prescriptions In alignment with your doctors instructions
Allergies and Intolerances Annually
HMRC DocumentsAnnually
Business Shareholders AgreementAnnually
Business Protection Insurance Annually
VAT ReturnQuarterly