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Planning & Preparing Your Affairs
A collection of practical guides and templates to help you get organised, record essential information, and make things easier for your executors.
These resources are designed to give you clarity and peace of mind, helping you prepare your personal and financial affairs in a simple, structured way.
A collection of practical guides and templates to help you get organised, record essential information, and make things easier for your executors.
These resources are designed to give you clarity and peace of mind, helping you prepare your personal and financial affairs in a simple, structured way.…
7 products
Planning and Preparing Your Affairs - Bundles
This category includes two bundles that bring several guides together. The comparison table below shows clearly what each bundle contains and which items are available individually.
Guide / Resource | Available Individually? | Executor Readiness Bundle (£14) | Lifetime Will Storage & Guidance Pack (£35) |
|---|---|---|---|
Preparing Your Affairs Guide | Yes - £7 | ✔ | ✔ |
Executor Information Sheet (helps your executor understand what you have) | Yes - £5 | ✔ | ✔ |
Template Letter to Executors (explains the process and where things are kept) | Yes - £5 | ✔ | ✔ |
Letter of Wishes - guide and templates | Not sold separately | ✔ | |
Secure Lifetime Will Storage | Not sold separately | ✔ | |
National Will Register (registration worth £30) | Not sold separately | ✔ |
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