We are very excited to launch a project that we’ve been working on for quite some time now. Through the Teams personal experience, acting as executors of family’s estates, but also through working with the families of clients who have passed away, we realised that having access to someone’s important information, all in one place greatly assists at an already emotional and difficult time.

We have, therefore, drawn on all our combined experience and created our ‘Notes on Life’, a record of your personal and financial information, to be completed for those who are left behind or who become carers of family members. It is intended to sit alongside, but not replace, a person’s Will.

You can find a link here to our “Notes on Life” Planner – within the pages of this planner, you can capture not only your important financial information but also your wishes and your wider affairs to assist your family and friends in case of an emergency.

It should hopefully prove to be a tool which helps give you peace of mind and a sense of wellbeing, knowing that everything will be covered, allowing you to make the most of the life that you have now.

The planner is interactive, and you can navigate to pages from the contents page and type directly into it. We hope that it proves to be a useful tool for you and your family. If you think that friends and family would benefit from having their own copy of Notes on Life, please feel free to forward this link on to them.

Should you be storing this document on a shared computer (where you may not want others to see the contents), we suggest that you save this PDF in a folder which you secure using the security settings within the folder’s properties. Obviously, it is important to ensure someone can access this folder should something happen.

If you have any issues downloading the planner, please let us know and we will email you a copy.