Get your Personal Affairs up to Date
Do you know where all your important papers and documents are kept?
Would it be easy to locate your Will, Insurance Policies, Bank Accounts and Pension Arrangements?
If the answer is “no” to either of these questions, call us for a free “Personal Affairs Checklist”.
This is a paper document where you can record all your important details.
You never know what’s around the corner and it is vital to have important personal details close to hand. With this in mind, contact us for your free copy of the “Personal Affairs Checklist” which allows you to record your personal information on one document.
The checklist comes in three parts:
- Section 1 gives information about your key advisers, location of your Will and Funeral arrangements.
- Section 2 gives information about your Bank/Building Society Accounts and Insurance Policies.
- Section 3 gives information about your Employer, any Directorships and other details.
