Your Personal Estate Information File

Do you ever forget where you put your car keys?

What about your phone, your passport or your glasses?

Busy minds are apt to forget things like these, especially when in a hurry.

Usually, these are short-term glitches that we can put right by retracing our steps to discover where we last put down the missing item.

For people with dementia and Alzheimer’s, the implications can be much greater both for them and their loved ones.

Not only may they forget where the deeds to their home are stored, but they are likely to forget they ever had them.

Likewise with wills, pension policies and other financial records.

As you can imagine, this can cause all kinds of problems for dependents.

That’s why creating a Personal Estate information File while you are still fit and well is such a good idea.

I’ve designed one for my clients, and I would be delighted to send you a free copy if you send me an email.

It’s wise to complete it now and let your partner or children know where it’s kept.

Hopefully, it’s a list you will never need, but it’s best to be prepared.

Very best,

Graham

PS. For more on planning, read this post.