To help you plan for after your death, we’ve created a handy booklet to enable vital information to be stored in one place. It’s available for free for anyone who wants to use it.

The aim is to give you the peace of mind that, when you pass on, your loved ones and executors will have easy access to all the necessary information they need.

As a firm of financial planners, we are experienced at helping people enjoy peace of mind by guiding them to make sensible decisions about money and enabling them to prepare for their future. Bereavement can be very painful and many years of experience has led us to conclude that a great deal of worry can simply be removed by better preparation, ideally decades before the inevitable happens.

The After I’ve Gone booklet, when completed, provides a comprehensive summary of your day-to-day life, final wishes and financial landscape.  An invaluable resource for helping your loved ones, or executors, to finalise life’s formalities.

It combines questionnaire and information. You be able to fill in details as wide ranging as where your Will and other important documents are kept to information about which vets you use and who your pet insurance is with. It also covers details of funeral arrangements, as well as finances, so executors and family will know what accounts, policies etc are held.

We have recently been working with the family of a man who passed away. He hadn’t shared with his family the information they would need to organise his affairs easily. We have been helping the family hunt through all his paperwork and work out what he’s got, just at a time when they are grieving. This is the type of scenario the use of this booklet will help to avoid. You can read more about this HERE.

If you would like a copy of this booklet, please do let us know and we will happily send one to you whether that’s via Filehaven, e-mail or in the post.

If you have any queries, please do not hesitate to contact us hello@proposito.co.uk or 01285 708444