Legacy Planning: Organising Important Documents & Paperwork

Having had two parents die in the last few years, I realise how planning ahead can make a huge difference for the people left behind. No-one likes talking about death or what happens after, but being organised can really help during an emotional time.

This legacy document helped me get organised and gather key information such as details about bank accounts, insurance policies, bills and other important documents, to make it as easy as possible for my affairs to be dealt with after my death, hopefully avoiding time-consuming and stressful legal and financial complications. 

This document is well set-out, covers all the important aspects of personal and financial details and didn't take too long to complete. It's a small effort now that will hopefully make a huge difference later. I thoroughly recommend that you get hold of one from Lucy and fill it in soon! - Rachel

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