What I own and where I keep it.
This document is a comprehensive estate planning checklist designed to help individuals record and organise their personal, financial, and legal affairs for their attorneys and/or beneficiaries in case of incapacity or death.
Personal and Partner Information.
It gathers essential details such as names, addresses, dates of birth, national insurance number and tax references, contact information, and details about wills, medical contacts, and special bequests. It also includes information about you and your partner.
Professional Advisers.
It records contact details for financial advisers, solicitors, and accountants involved in managing or advising on your estate.
Assets and Financial Arrangements.
The checklist covers various assets including investments, savings, life assurances, shares, property, and pensions, with details on providers, account numbers, ownership, and values. It also includes powers of attorney, trusts, and gifts made within the last seven years, along with bank and credit card details.
Additional Information.
The document prompts for miscellaneous contacts such as charities, utility companies, and organisations, as well as storage locations for important documents and items.
Funeral and Other Arrangements.
It addresses preferences for funeral arrangements, specific locations, and memorials. It also lists other relevant documents like wills, powers of attorney, certificates, valuations, and records of gifts, with space for noting their storage.
Summary.
The document aims to ensure all critical personal, financial, and legal information is organised and accessible to facilitate smooth management and transfer of your affairs in the event of your death or loss of mental capacity.
Obtaining a copy
To obtain a copy of this valuable document so you can start filling it in, contact your financial planner or the admin team at our Cambridge office. If you have not obtained a copy by the time of your next review meeting, that will be a good opportunity to obtain one then. A little effort now will go along way to helping your loved ones in the future.
Meanwhile, to download a copy to see exactly what it contains, click here.