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CONTACT US 01253 881 910 [email protected] www.beckettsfs.co.uk Peace of Mind Planner Store all your important information, estate details and future wishes.
CONTACT US
01253 881 910
www.beckettsfs.co.uk
Peace of MindPlannerStore all your importantinformation, estate details andfuture wishes.
Introduction The aim of this planner is to provide you withan all-in-one place to store all the vitalinformation which is useful should you passaway or become unable to speak or act foryourself. Share this book with your personalrepresentatives or family members who willbe making decisions in such events. Detailyour health information, financial affairs,legal matters, contacts and day-to-daypractical matters. We suggest reviewing thisplanner once a year and storing all yourimportant documents together with it.
60%According to research conducted by
Unbiased.com. Over half of UK adults do
not have a will.
PLEASE NOTE:This planner does NOT replace a validwill and is NOT a legal document
Contents
Personal DetailsPg. 3
Children, parents,
dependants and closecontacts
Pg. 4
Medical InformationPg. 5-6
Key Contacts
Pg. 7-10
Very ImportantDocuments
Pg. 11-13
Financial Pg. 14-19
Assets & Possessions
Pg. 20-21
At The Time ofMy Passing
Pg. 22-23
My PetsPg. 24-25
Family Recipes
Pg. 26
Additional NotesPg. 27
You Spouse/Partner or Next ofKin
Full Name
Date of Birth
NI Number
Address
Home Tel
Mobile
Occupation
Citizenship
Religion
Personal Details
Notes:
Full Name Full Name
Relationshipto you
Relationship toyou
Date of birth Date of birth
Address Address
Home Tel Home Tel
Mobile Mobile
Email Email
Full Name Full Name
Relationshipto you
Relationship toyou
Date of birth Date of birth
Address Address
Home Tel Home Tel
Mobile Mobile
Email Email
Children, Parents, Dependants or
Other Close Contacts
Where do you keep youraddress book/contact list?
You Spouse/Partner
My Do NotResuscitateOrder islocated
My Power ofAttorneydocument islocated
Details of anymedicalconditions
Details ofmedication
Allergies orReactions
Medication islocated
Blood group
GP Name &Address
GP ContactNumber
Medical Information
Medical Information
If I am unable to communicate, this is what I wouldlike my caregivers to know:
Contact Type Contact Type
Name &Address
Name &Address
Tel No. & Email Tel No. & Email
Contact Type Contact Type
Name &Address
Name &Address
Tel No. & Email Tel No. & Email
Key Contact Information
Work Contacts - for example: your boss, manager, HRdepartment, business partner etc.
Notes:
Contact Type Contact Type
Name &Address
Name &Address
Tel No. & Email Tel No. & Email
Contact Type Contact Type
Name &Address
Name &Address
Tel No. & Email Tel No. & Email
Key Contact Information
Home Contacts - for example: gardener, cleaner, handyman,decorator, neighbours etc
Notes:
Contact Type Contact Type
Name &Address
Name &Address
Tel No. & Email Tel No. & Email
Contact Type Contact Type
Name &Address
Name &Address
Tel No. & Email Tel No. & Email
Key Contact Information
Organisations - for example: clubs, library, social groups etc
Notes:
Contact Type Contact Type
Name &Address
Name &Address
Tel No. & Email Tel No. & Email
Contact Type Contact Type
Name &Address
Name &Address
Tel No. & Email Tel No. & Email
Key Contact Information
Other Contacts - for example: financial adviser, accountant,solicitor, religious groups etc
Notes:
Will You Your Spouse/Partner
Have you made awill? Yes/No Yes/No
If yes, who arethe beneficiaries?
Who are theexecutors?
Where is theoriginal Will kept?
Living Will You Your Spouse/Partner
Do you have aLiving Will orAdvanceDirective?
Yes/No Yes/No
If yes, providefurther details.
Do you have aletter of wishes? Yes/No Yes/No
If yes, providefurther details.
Very Important Documents
Lasting Power ofAttorney You Your Spouse/Partner
Have youcompleted aHealth & WelfarePower ofAttorney?
Yes/No Yes/No
If yes, who arethe Attorney(s)?
Have youcompleted aFinancial Powerof Attorney? Yes/No Yes/No
If yes, who arethe Attorney(s)?
Trusts You Your Spouse/Partner
Have you set up aTrust? Yes/No Yes/No
If yes, providefurther details.e.g. Name ofTrust, Names ofTrustees, TrustAssets, Locationof Trust Deed etc
You Your Spouse/Partner
Birth Certificate
MarriageCertificate
Passport
Driving Licence
NationalInsuranceCard/Number
NHS Card
Bus Pass
Other
Other Important Documents
Facts
44% The amount of Britons still do not shred documents with
important information before throwing them in the bin.
79% The amount of household waste containing at least one or
more items that could help fraudsters steal an identity.
Protect YourselfShred important documents such as bank statements, utility bills,application forms etcBe alert online & on the phone - fraudsters pose as genuinetrustworthy companies.Monitor your credit report for suspicious activity such as newaccounts opened in your name
*figures from the National Identity Fraud Prevention Week Study
You Spouse/Partner
Organisation
Account Type
Plan Number
Tel No. &Email
You Spouse/Partner
Organisation
Account Type
Plan Number
Tel No. &Email
You Spouse/Partner
Organisation
Account Type
Plan Number
Tel No. &Email
Financial
Its easy for financial assets to be forgotten in the future. List thingslike bank & savings accounts, ISAs, investment bonds, endowments,NS&I premium bonds and pensions. PLEASE NOTE: Do Not Record PIN Numbers or Security Information
You Spouse/Partner
Organisation
Account Type
Plan Number
Tel No. &Email
You Spouse/Partner
Organisation
Account Type
Plan Number
Tel No. &Email
You Spouse/Partner
Organisation
Account Type
Plan Number
Tel No. &Email
Issuer Owner
Card 1
Card 2
Card 3
Card 4
You Spouse/Partner
Organisation
Type
Account Number
Tel No. & Email
You Spouse/Partner
Organisation
Type
Account Number
Tel No. & Email
Debts
Credit & Store Cards
You Spouse/Partner or Next ofKin
State Pension Yes/No Yes/No
If yes, weeklyamount?
Private Pension
WorkplacePension
Annuities
Pensions in paymentAdd details regarding any monthly/annual income from anyexisting pension arrangement.
Notes:
Type Home House Contents
Organisation
Policy Number
Tel No. & Email
Renewal Date
Type Vehicle 1 Vehicle 2
Organisation
Policy Number
Tel No. & Email
Renewal Date
Type Breakdown Travel
Organisation
Policy Number
Tel No. & Email
Renewal Date
Type Life Critical Illness
Organisation
Policy Number
Tel No. & Email
Renewal Date
Insurance Policies
Type Private Medical Income Protection
Organisation
Policy Number
Tel No. & Email
Renewal Date
Type Long Term Care Boiler
Organisation
Policy Number
Tel No. & Email
Renewal Date
Type Pet Appliance
Organisation
Policy Number
Tel No. & Email
Renewal Date
Where do you keep yourinsurance documents?
Notes & additional info - e.g. warranties, state benefits etc:
Property You Your Spouse/Partner
Address
Is the propertyrented?
Where are theproperty deedslocated?
AdditionalProperty You Your Spouse/Partner
Address
Is the propertyrented?
Where are theproperty deedslocated?
Assets & Possessions
Notes:
Vehicle You Your Spouse/Partner
Type e.g. Car
RegisteredKeeper
Make & Model
Registration No.
AdditionalVehicle You Your Spouse/Partner
Type e.g Car
RegisteredKeeper
Make & Model
Registration No.
List other significant possessions here - e.g. art, antiques, furniture, watches,clocks, books, jewellery, classic cars
Where do you keep yourmotor insurancedocuments?
You Your Spouse/Partner
Funeral Home
I would likemy remainsdisposed
Burial/Cremation/Other Burial/Cremation/Other
If other,pleasestate
Cemetery/Crematorium
At The Time of My Passing
TIP: Request five or more copies of the death certificate for legalpurposes, insurance reasons and more. These may be provided by the Doctor or Funeral Director
You Your Spouse/Partner
PersonalWishes
My LastWords
At The Time of My Passing
Veterinary
Location
Insurance Co
Type/Breed Type/Breed
Name Name
Gender Male/Female Gender Male/Female
Birth Date Birth Date
Chip Number Chip Number
SpecialRequirements
SpecialRequirements
Type Type Breed
Name Name
Gender Male/Female Gender Male/Female
Birth Date Birth Date
Chip Number Chip Number
SpecialRequirements
SpecialRequirements
My Pets
Wishes for my pet(s) in event of illness or death:
My Pets
RSPCA - Home For Life
The RSPCA offer a fantastic service in the event of death forthose who need to rehome their pets. "In the event of your death your pet deserves a home that is asloving and caring as the one they have right now, no matterwhat. That is why we set up our Home for Life scheme. It means that if you are no longer here to look after your pet, wewill take them in and do everything we can to find them a safeand loving home." Email:[email protected] Phone:0300 123 0239 Post:RSPCA, Home for Life Team, Wilberforce Way, Southwater,Horsham, RH13 9RS
Family Recipes
Passing down your family recipes is a wonderful way to leave aspecial legacy. Imagine how great it would be if your family ingenerations to come could still be cooking with your recipes!Please use this section to note down any recipes you wouldlike to share:
Additional Notes
