Simplify Your Legacy

Everything you need to KNOW

1. Your legacy is your last gift.
2. Money is powerfully divisive.
3. We don’t know how long we have.

Everything you need to DO

1. Start with what you want to happen.
2. Simplify everything.
3. Keep good records – WID file.
   • Your will and any codicils or side letters, including rationale if you want.
   • Funeral wishes
   • List of your financial accounts – Contact details and account/policy numbers.
   • List of direct debits and subscriptions.
   • Details of any secret illegitimate children.
   • A log of any lifetime gifts made – When, who and how much.
   • Passwords, OR a key to where they are kept.
   • Contact details of any chosen professionals.
4. Use professionals.
5. Think wider than money.

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