Description
Help your family or friends trace all important information they wll need when you die.
- You can pick and choose which sections you complete
- Find a safe place to keep it, such as with your will, and let your family or close friends know about it
- Your details will change over time so think about updating it once a year or when your circumstances change.
You can record the following information:
- Basic Information (My personal detail, Key contact, Medical Information)
- My Important documents (Will, Funeral plan…)
- Funeral wishes
- My financial details (Current accounts, Saving accounts, Credit Cards..)
- Insurances list (Life Insurance, Car Insurance, House Insurance..)
- Rental ageement (Utility Providers )
- Regular paiments (Charity donations, Club memberships…)
- Significant possessions (Property, Vehicles…)
- Useful contacts (Financial Adviser, Dentist, Doctor…)
- Digital accounts (Social media accounts, Digital records, Online websites accounts…)
- Access to & location of important items
- Arrangements for children
- Arrangements for pets
- My Personal Wishes
- Letters to Loved Ones
- Expression of Gratitude
- Final words
- Thanks page & signature
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NB1. This planner is not a legal document and does not replace a valid will.