What is it?
Even the most organised amongst us have little pieces of important information hidden away (or forgotten about!) which seem trivial today but could become pivital in years to come.
The aim of this booklet is to bring together much of this information and keep everything in one simple pack.
The When I’m Gone Financial Plan is a handy little document designed to help you keep a record of the important things in life, making it easier for you and those who come next.
This works best when you take the time to go through everything (you only need to do this once) and write it all down.
Then, when things change, come back to the When I’m Gone Financial Plan and note down anything important. Simple!
Then one day, your next of kin will have a simple booklet containing everything, making life much easier for them.
Contents
Personal Details
This section will go through who you are, any spouse, partner or children you have, your closest friends and any lovely pets!
Contacts
Useful area for writing down things like your Doctor, any employer details, utility numbers and any membership details.
Finances
Any area for any pensions, bank accounts, life insurance policies or anything else financial.
Documents
A note on where you keep your Will, any information about Powers of Attorney and your Birth Certificate.
Possessions
All the information about your cars, valuables and your home.