Your Legacy Plan: A Free Guide to Help You Get Organised

Planning for the future can feel overwhelming—but it doesn’t have to be. That’s why I’ve created Your Legacy Plan: a free, easy-to-complete guide to help you record important personal details, outline your wishes, and give loved ones peace of mind when they need it most.

Whether you’ve already made a Will or you’re just beginning to think about estate planning, this guide will help you take thoughtful steps toward protecting what matters.

What’s Inside the Free Guide:

• A place to record where your Will is stored

• Space to note who your executors are

• Sections for personal wishes, key contacts and funeral preferences

• Prompts to consider your pets, sentimental belongings and digital assets

• A practical overview to help your loved ones manage things clearly

A quick note...

This guide is not a legal document and doesn’t replace your Will or any official paperwork. If the wishes you record here are different from those in your Will, your Will takes legal priority.

If you're unsure whether your Will reflects your current wishes - or if you haven't made one yet - I'm here to help.