Your life. Your plan.
Money or a home left to you
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What is being planned or inherited?
Record whether this is a future will, money, property, a trust or an existing estate.
My wishes and future needs
Include housing, relationships, everyday spending and support.
Benefits and care charges to check
List each award or charge and the office responsible.
Documents for the adviser
List the will, trust deed, estate letters, statements and relevant legal authority.
When and how much counts?
Ask about legal entitlement, valuation, disregards and dates; record written advice.
Reports and deadlines
Record whom you told, when, their reply and the next action.
Questions about the trust or will
Ask about beneficiary rights, trustees, access to money, tax, fees and future changes.
Decisions needing separate advice
Include property transfers, gifts, payments from a trust or signing documents.
My agreed next steps
Record the person responsible, date and accessible explanation you need.