No one likes to think about death. But planning ahead and being prepared makes a big difference to those you leave behind.
One simple step you can take is to create a record of your personal and financial details. This will help your family or friends trace the important information they’ll need when you die. It will also be useful for anyone who looks after your financial affairs while you’re alive.
We’ve created this booklet for you so you have an easy place to write everything down.
- You don’t have to fill it out – it’s up to you whether you use it or not
- You can pick and choose which sections you complete
- Find a safe place to keep it, such as with your will, and let your family or close friends know about it
- Your details will change over time so think about updating it once a year or when your circumstances change
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