Plain-English guidance for every stage of getting ready.
Life admin for newlyweds and new partners
Moving in or just married? A friendly run through the life admin worth sorting as a couple, from names and accounts to wills and who can access what.
A family information pack that travels with you
How to build a simple family information pack that has the essentials to hand wherever you are, from medical details to emergency contacts, for the whole family.
Digital legacy planning (UK): the complete guide
A complete UK guide to digital legacy planning: what a digital estate is, the legacy tools on the main platforms, and how to make sure your family can manage it.
Social media will template (UK), free download
A free social media will template to record what should happen to your online accounts when you die, plus how it works and where it fits with your legal will.
How to leave messages for your family for when you’re gone
Thoughtful, practical ways to leave messages for the people you love, from letters and recordings to where to keep them so they are found at the right time.
Digital legacy for families: what happens to your accounts?
What happens to email, photos, social media and subscriptions when a parent dies, and the simple steps families can take now to avoid being locked out later.
A one-hour ‘just in case’ setup for your family
Got an hour? Here is a simple ‘just in case’ setup that means your family could cope if something happened to you, covering access, documents and key wishes.
Estate planning solicitors: getting clients to act before crisis
Why clients delay estate planning until a crisis, what it costs your firm, and practical ways to help hesitant clients act early and arrive prepared.
What is a digital executor, and who should yours be?
What a digital executor does, how the role differs from a traditional executor, and how to choose the right person to handle your online life when you die.
We didn’t want to think about it, until we did
A short story about a couple who kept putting off getting their affairs in order, what finally changed their minds, and the relief that followed.
Family net worth organiser (UK): see everything in one place
How to build a simple family net worth picture, what to include and why seeing everything in one place helps with planning, advice meetings and peace of mind.
Executor duties checklist (UK)
A plain-English checklist of an executor’s duties in the UK, from registering the death and valuing the estate to paying debts and distributing what is left.