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The Legacy Planner is a comprehensive estate-organisation tool designed to help you consolidate important personal, financial, and digital information in one secure document. It captures details relating to family and dependants, assets, liabilities, insurance policies, business interests, digital accounts, key advisers, and personal wishes.
This planner is not a Will, but serves as a vital preparatory document to assist your family, executor, and professional advisers in managing your affairs efficiently and with clarity.
Formats and Usage:
This file is in PDF format. You may use it in the following ways.
Fillable PDF – Complete electronically and save your information before signing and printing.
Printable PDF – Download, print, and complete manually.
The Legacy Planner is a comprehensive estate-organisation tool designed to help you consolidate important personal, financial, and digital information in one secure document. It captures details relating to family and dependants, assets, liabilities, insurance policies, business interests, digital accounts, key advisers, and personal wishes.
This planner is not a Will, but serves as a vital preparatory document to assist your family, executor, and professional advisers in managing your affairs efficiently and with clarity.
Formats and Usage:
This file is in PDF format. You may use it in the following ways.
Fillable PDF – Complete electronically and save your information before signing and printing.
Printable PDF – Download, print, and complete manually.