fbpx Why you need our Life Organiser
Published 03rd April 2017 | Probate & Power of Attorney

Why you need our Life Organiser

Have you thought about what WILL happen to your estate when you die and what then of the organisation of all your bank accounts, savings, bills and other important aspects of your life?

With an increasing and ageing population, and many of our elders living further away, it is even more important to have your affairs organised, by having a Will and Life Organiser, for peace of mind for yourself and your loved ones.

Give your family a helping hand

We would expect our loved ones to be able to give our full name and date of birth when filling in forms, but what about our national insurance number and details of any benefits or entitlements? These are all required when reporting a death to government organisations.

And then there’s our social media, email and other online accounts we use every day. This is where our Life Organiser will help.

What is a Life Organiser?

A Life Organiser is a single document which provides an essential overview of all the information needed for your loved ones to correctly manage your affairs.

The pack covers:

  • Personal information
  • Household information
  • Working life
  • Vehicles
  • Finances
  • Credit cards & store accounts
  • Investments
  • Life insurance
  • Income
  • Pets
  • Funeral wishes

Are you protecting your “digital legacy”?

All of our photos, films, music and social media accounts contribute to our digital legacies. The Law Society have warned that unless details of digital legacies are passed on to loved ones, personal items stored online could be lost forever.

Access to funds could also be delayed if no provision is made to pass on online banking details after someone’s death.

How we can help

Along with the preparation of fixed-fee Wills and Life Organiser packs, our team can provide advice on inheritance tax and setting up trusts. We can also advise on how to deal with someone’s affairs after they have died. Call us on 01525 378177 or contact us online for more information.

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