There’s More To Life Than Money
Christmas and the New Year is the time when people take time to relax, reset and plan for their future. Hopefully, as part of our ongoing service and regular reviews, our clients feel like we help you to keep on top of this. But there are areas of your life which we don’t keep fully up to date on, which if everything could be in one place, then it would be really helpful. And so, we introduced our Life Planner. All of our clients should have (or at least have been invited to download a copy of) this.
This is an editable PDF where you can record absolutely everything that would help someone step in to take over the organisation of your life. Whether it’s your partner or your children, tell them where you keep this, and then everyone can sleep soundly knowing that you have prepared for the worst, to make things a little easier at what will obviously be a very difficult time.
We’ve thought long and hard about this so here’s an overview of what’s included:
- family, friends and work contacts who should be notified
- your pets’ information (because they are part of your family too),
- contact details for everyone who might need to know, from your doctor to your gardener to your window cleaner
- professional contacts such as us, your accountant or your solicitor
- information about your accounts for internet, electricity and the twenty other direct debits you pay
- details about clubs or memberships you might pay for every year
- details about your bank accounts and ongoing direct debits
- information on your investments, pensions, or debts
- overview of insurance policies, from home and contents, to cars, pet or life insurance,
- a place to record the locations of your personal documents such as wills and power of attorney, ID and property deeds
- any plans you might have made for your own funeral
- information about property, cars or collectables you might own
- a space for any additional notes or wishes
We think we’ve covered most areas in here, but if there’s anything we’ve forgotten about or you think we should add then let us know.
Our thinking is this is an editable PDF, so once you have completed it, it should be easily updated if and when things change. We may produce some physical copies of this if there is demand, but we think they would get messy as you make changes. We also like the idea that the online document could be kept behind password protection as there’s going to be a lot of sensitive information included. If you have any issues protecting the Life Planner with a password then please let us know and we will be happy to help.
If you want to either send a copy for us to keep, or simply tell us where you keep it and the password, then we can help your loved ones if they can’t access it or never even knew about it. But by all means, we know this is personal, so don’t feel compelled to tell us.
We’d love to hear what you think about this, and if you have any other suggestions on how we can improve, we’d love to hear them too.