Your Life List delivers practical support, peace of mind, and the reassurance that nothing important will be missed.
Your Life List... brings everything together—household bills, car insurance, subscriptions, and more. All the moving parts of life, organised in one place.
Your Will... ensures everything you have worked so hard for is passed on exactly as you wish, protecting your loved ones from confusion or conflict.
Your Lasting Powers of Attorney... let those you trust step in and make the right decisions for you, if one day you cannot make them yourself.
Everything is organised and accessible, bringing clarity, comfort, and peace of mind, knowing that everything is covered.
With Your Life List in place, your legacy is clear and protected.
Your Life List
Your Life List
Planning for the future is about more than legal documents, it is about making life easier for the people you care about most.
Your Life List is a personal record that brings together all the important information your loved ones may need if you become ill or after you pass away. It is a practical and thoughtful way to make sure that everything is organised, accessible, and easy to manage when the time comes.
What your Life List includes
Your Life List can be tailored to you and may include details such as:
- Personal, medical, and contact information
- Financial accounts, savings, and investments
- Property, insurance, and pension details
- Passwords, memberships, and digital accounts
- Key professional and personal contacts
- Funeral wishes or personal messages
- Any other instructions or notes that would help your loved ones or executors manage your affairs with ease and confidence
Why your Life List matters
Creating your Life List gives you and your family peace of mind. It removes uncertainty and prevents your loved ones from having to search for documents, guess your wishes, or make difficult decisions at an emotional time.
It is not a legal document, but it complements your Will and Lasting Powers of Attorney, bringing everything together in one place so that the people you trust have the clarity and guidance they need.
A caring and practical step forward
I will help you build a Life List that is clear, well-organised, and unique to you. Together, we will make sure that every important detail is recorded, your wishes are known, and your loved ones are supported when they need it most.
Why make a will?
Thinking about the future is not always easy, but taking time to plan now can make all the difference to the people you love most. Writing a Will, and reviewing it when your circumstances change, is one of the most important ways to protect your loved ones. It helps to prevent unnecessary stress, confusion, and financial worry at an already difficult time.
Many people believe that their assets will automatically pass to their spouse or civil partner when they die. In reality that only happens if a valid Will is in place. Without one, your estate will be shared according to the UK’s intestacy laws, meaning the law, not you, decides who inherits what.
What is a lasting power of attorney (LPA)?
A Lasting Power of Attorney (LPA) is a legal document that allows you (the Donor) to choose someone you trust, known as your Attorney, to make decisions for you if there ever comes a time when you are unable to make them yourself.
It is an important way to stay in control and to ensure that your wishes will be respected and carried out by those who understand you best.
There are two types of LPA, and many people choose to have both in place.
Health and Welfare LPA
A Health and Welfare LPA allows your chosen Attorney to make decisions about your personal health, wellbeing, and care, including:
- Giving or refusing consent to medical treatment
- Deciding whether you remain in your own home or move into residential care
- Choosing the right care home for you
- Making everyday decisions such as your meals, clothing, or daily routine
This type of LPA can only be used once you have lost the capacity to make these decisions yourself.
Property and Financial Affairs LPA
A Property and Financial Affairs LPA gives your chosen Attorney the authority to make decisions about your money and property, such as:
- Buying or selling your home
- Managing your bank or building society accounts
- Paying bills and expenses
- Claiming and using your pensions, benefits, or allowances
This LPA can be used while you still have capacity (with your permission), as well as if you lose capacity in the future.
Both types of LPA work together to ensure that every aspect of your life, from your finances to your personal care, is managed with care and in accordance with your wishes.
Why setting up an LPA matters
Creating a Lasting Power of Attorney is not just a legal formality, it is an act of care and consideration. It allows you to decide who will make important decisions on your behalf, avoiding confusion or conflict in the future.
I will guide you through each step of the process, explaining your options clearly and making sure your documents reflect your values and preferences. Putting an LPA in place can provide real peace of mind for both you and your loved ones, knowing that everything is ready for whenever it may be needed.
If you would like to find out more about how a Lasting Power of Attorney could give you and your family reassurance for the future, I would be happy to talk it through with you.
