Guide Important Documents Thumbnail

Guide: Important documents

If something were to happen to you, it’s really important that those people closest to you know where to find your key documents, including your Will, and details about any policies or accounts you have. Trying to track down this information and paperwork can be extremely challenging for those dealing with your affairs. To help everyone involved, we’ve created a log for you to fill in, so all of the information is in one place.

In this log:

  • You can choose how you want to complete it. You can either type in the details or print it out and handwrite them
  • The details of the beneficiaries of your Will plus any other relevant policies can be added
  • If you have a pre-paid funeral plan, you can add the details of it here. Plus, there is space to include any requests you might have for your funeral arrangements
  • You can make a note of all your key contacts including your solicitor, financial planner and accountant

Download free guide

Please complete all fields below

We will give you a courtesy call just in case you have any questions about this guide.