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What you can record

Everything your family may need, in one place

Each section stands on its own. Complete the ones that matter to you and leave the rest for another day.

My Wishes

Funeral preferences, ceremony wishes, music, readings, burial or cremation preferences and other personal wishes.

My People

Important contacts: family members, friends, solicitor, financial adviser, insurance contacts, doctor and other professionals.

My Finances

Banks, savings, pensions, investments, insurance, regular bills and important financial contacts.

Never enter passwords, PINs or online banking security information. We only need enough for your family to find the right people.

My Home & Property

Property information, mortgage or landlord details, utilities, keys and practical household instructions.

My Digital Life

Social media preferences, email accounts, subscriptions, photographs and instructions about your digital life.

Never enter passwords. Record what you'd like to happen, not how to log in.

My Pets & Dependants

Pets, children and dependants, along with the practical care instructions someone would need.

My Documents

Record important document details, where they are kept and who to contact. File uploads are not currently available.

My Will & Estate

Record whether you have a will, where it is kept, who your executors are and other practical estate information.

Please don't type the contents of your will here. What matters most is where the original is kept and who knows about it.

My Subscriptions & Regular Payments

Recurring payments, memberships and subscriptions, with the details needed to identify or manage each one.

Never record online banking passwords, PINs, security answers or payment-card security details here. Record only what is needed to identify an account or explain how it can be managed.

My Healthcare Wishes

Healthcare preferences, details of any Advance Healthcare Directive and the healthcare contacts who matter.

My Power of Attorney & Decision Support

A record of arrangements that help someone support you or make decisions on your behalf if you cannot.

My Messages

Write and update private messages for family and friends. Delivery and release arrangements are not currently available.

My Trusted People & Access

Record the people you trust and what you would like them to know. Invitations, permissions and access are planned, not currently active.

A promise

We will never ask for passwords or PINs.

Your plan records where things are and who to talk to — never the credentials that open them. That’s deliberate, and it keeps everyone safer.

Start your plan