Life Organiser

Being organised leaves more room for spontaneity

Kimberley Pappas

Is your important personal, business information and documentation stored safely and securely?

We all know that we should have our affairs documented and in order, but as it seems such an onerous task, how many of us get around to doing it? We have developed the Life Organiser to help you make this happen.

Whether you are in business or not this service is a must have.

Why we developed this service

• If your home was destroyed, do you have copies of all of your essential documents?
• Do your family know where to find your insurance policies, vehicle ownership papers, etc.?
• Do you have your phone, electricity and other household service suppliers’ details all in one place?
• Have you documented your funeral wishes?

The Life Organiser is a structured central register for you to complete, covering a raft of personal, financial, property, insurance and business smatters that require documenting and storing securely. It’s been designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability, death or disaster.

Although most people find it unpleasant to think about the possibility of disability or death, advance planning like this can reduce potential distress for loved ones, who will be responsible for managing your affairs.

What is involved?

You will be given an electronic Life Organiser template (a Microsoft Word document) that will become the register for all of your essential documents. Together we will set a timeframe for completing your Life Organiser, which fits around your commitments. We will give you a follow up call to see how you are progressing with completing your life organiser.

Upon completion of your Life Organiser we will store the information electronically in a safe and secure manner. We can also provide you with a printed folder for your information. Each year when we review your annual accounts we will refer to the Life Organiser to highlight any areas you may wish to update

Benefits of the Life Organiser:

• Makes you take action to document all your affairs so they are easier to manage
• Saves time and hassle in terms of ‘looking for documents’, as you have a central register to collate all material
• Ensures that your personal details and final wishes are documented
• Peace of mind knowing you’re prepared should something unexpected happen
• Ensures your insurance cover is in accordance with your needs and can be accessed readily
• Stores physical and electronic copies of your documents so they can be accessed and updated easily
• Continuous access to experienced service and support from our Team, who will help you review your Life Organiser at any time
• Less distress for family when dealing with your affairs should you become unable to

We recommend that you begin using this service as soon as possible, as you never know what is around the corner. Imagine the peace of mind and the time you will save when you have all your essential documents stored in a central place
 
Contact us to see how you can minimise distress for your family when dealing with your affairs should you become unable to.