Five short sections
A pack your family can actually use
Where things are, and who to ring, all in one place. Answer what you can, and say "not sure" to the rest: every gap goes on a "Still to sort" page, with what we would do about it.
- Where the documents are
- Accounts and pensions
- Subscriptions to cancel
- Funeral wishes
- Who to ring first
Illustrative imagery
This is not legal advice. It is a list to help your family, and a starting point for a conversation. Never write a password in here.
Section 1 of 5
Where the documents are
So nobody has to search the house. Illustrative imagery.
Section 2 of 5
Accounts and pensions
Just the kind and who it's with. Never a number or a password. Illustrative imagery.
Section 3 of 5
Subscriptions to cancel
The things that keep taking money until somebody stops them. Illustrative imagery.
Section 4 of 5
Funeral wishes
So nobody has to guess. Answer only what you want to. Illustrative imagery.
Section 5 of 5
Who to ring first
Up to three people, in the order they should hear. Illustrative imagery.
Your family conversation pack
This is not legal advice. Facts are from gov.uk and are for England and Wales.
Two emails are on their way to you: the one your customer would get, with the pack attached, and a sample of the one the firm would get.
Illustrative imagery. In a real build, the adviser rings at a time you choose, with nothing to decide on the call.
Your pack, filling in as you go. Not legal advice.