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How We Can Help You With Estate Planning

The Estate Planner

Caring For Your Loved Ones Starts With a Thoughtful Plan

The Estate Planner gives the opportunity to compile a record of your valuable assets as well as your liabilities (debts). It is designed to help individuals organise and document their life admin in a way that will be beneficial to those that will be left to manage the next steps.

Planning for the future isn't just about our wealth - it's also very much about peace of mind. The Estate Planner is an essential resource when it comes to organising everything that matters- assets, liabilities, investments, final wishes, funeral preferences, provisions for our pets and so more.

It's a practical step that empowers your loved ones. It's a step that ensures they feel supported, cared for and informed - when it really matters.

Keeping record of everything in one place: bank details, investments, insurances, utilities, debts, digital assets, physical assets, funeral preferences and personal wishes makes it easier for grieving family to manage. Nobody wants to be searching through the deceased persons personal affects in the days following the death.

The Estate Planner means your family won't be left guessing. You will be leaving them clear, concise and easily accessible information. Documenting and organising important details will eliminate confusion.

Your family will have everything they truly need to carry out your wishes and manage your estate with confidence, all while being given the time and space they require to grieve.

10 Paperwork Items To Organise Before You Die

Organisation is the fundamental principle of creating order from potential chaos.

Its about structuring thoughts, processes and wishes while preserving relationships and achieving clarity.

Organisation transforms the overwhelming into manageable.

Planning ahead is one of the most caring acts you can perform for those you will leave behind.

This digital download provides you with an organised and simple way to

A) gather together the most essential paperwork needed for the time of your death

B) Use the checklist provided to ensure you have everything gathered together.

Having everything gathered in one place ensures your family do not spend weeks looking for things when all they really want, and need to do, is grieve their loss.

Powers Of Attorney:

An Interactive Guide

Powers Of Attorney Guide - Life is unpredictable—and if something unexpected happens, having the right legal documents in place can make all the difference. A Lasting Power of Attorney (LPA) gives someone you trust the authority to act on your behalf in financial, legal, and medical matters if you are unable to do so yourself.

But here’s the truth: most people don’t fully understand what an LPA is, how it works, or what's involved to set one up. That’s where this guide comes in.

This guide helps you:

A) Understand what a LPA is and how it will benefit you.

B) Busts some myths - * spoiler alert; they are not just for sick or older people.

Most people believe LPA's are only for older people, people who have dementia or have sustained a brain injury/illness.

That is so far from the truth.

Any one of us at any time may need the support of our designated Attorney(s).

Your attorneys are there to help and guide you with making those big decisions at times in your life when you may be struggling, for whatever reason.

Being prepared for emergencies and knowing your affairs can be handled smoothly will give you confidence.

Protect yourself and your family from the unnecessary stress and confusion that comes during challenging times.

This editable, interactive guide takes you through some cognitive exercises to help you to map out a strategy that will work for. When you meet with your legal professional you will be ahead of the curve and ready to put things in place.

The What Happens Next Guide

The What Happens Next Guide is your go to reference in the days, weeks and months following the loss of a loved one. Finding yourself in that deep state of confusion, heavy grief and knowing that somewhere in all of that you are expected to navigate the administration of the deceased's life in great detail, is an extremely difficult and emotionally heavy time.

Let this guide take you through the main administrational tasks. Prepare you for the processes that will unfold, the legal processes, the services available to help you and help you to understand what is unfolding around you with regard to your roll in the heavy task of estate administration following a death.

This guide includes information about-

* registering a death

* services available to help track assets (pensions/banks etc)

* email templates

* how to contact companies your person had accounts with

* how to arrange a funeral including information about burial and cremation options

*what paperwork to have to hand and when

* correspondence logs

* to do list templates

and more.

While planning for our own death might feel uncomfortable, it is the greatest gift we can give those we leave behind. Grief is hard enough- being organised will ease the burden on those you will leave behind.

*Disclaimer: Life's Legacy Planning is not offering legal advice and you purchase any products at your own discretion.

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