“My Records is a detailed collection of your personal affairs and other valuable information. It is a concise, safe and secure record of the financial and personal cornerstones in your life.
Investing a little time now to fill in and complete My Records will give you the peace of mind that your house is in order, and you can find such valuable information when you need it. It could also save your immediate family, relatives or friends a great deal of anxiety, time and expense in the future. Important documents such as a Will, share certificates, bank account details, life assurance and other insurance policies, will need to be accessible shortly after death.
What should I keep in My Records?
My Records is designed to be a comprehensive register of your personal affairs, assets and documents, and where they can be located. My Records is not a Will and should not contain instructions about what should be done with your finances or processions.
Having access to vital documents, key facts and details of contacts which need to be found quickly will greatly assist those who require the information, for example, following a serious accident or during a serious illness, when an Enduring/Lasting Power of Attorney needs to be registered or operated at the time of the death within your family when your Executor will be dealing with probate and other administration.
My Records is personal and relative to the cornerstones in your life. We have designed it to be as flexible as possible and you need only fill in those parts that are applicable to you.
Where should I keep My Records?
We recommend it is stored in a safe place. We also recommend that you forward copies of contact cards to your executors, accountants, solicitors and other key members of your family.
We hope you find this to be valuable – it will help others who need to deal your affairs at what can be a very difficult time.