Plain-English guidance for every stage of getting ready.
Household information organiser: a one-page template
A one-page household information organiser that puts the essentials your family might need in a single place, with a free editable template to start from.
Stop auto-renewals draining your account: a new-year money reset
A simple new-year reset to catch the subscriptions and auto-renewals quietly draining your account, plus a free tracker to keep every renewal date in one place.
Why clients arrive unprepared, and what advisers can do
Clients arriving without their paperwork costs advisers billable time and weakens the relationship. Here is why it happens and what advisers can do about it.
Organising documents for elderly parents: a gentle step-by-step
A gentle, step-by-step way to help elderly parents get their important documents in order, without taking over, and keep it something the whole family can rely on.
How to start the conversation with parents about their affairs
Practical, kind ways to open the conversation with ageing parents about wills, money and wishes, without it landing as an ambush, and small first steps that help.
Dementia care planning checklist (UK)
A calm, practical checklist for planning ahead after a dementia diagnosis in the UK, covering care wishes, legal steps, money and the support available.
Visiting your parents? A quiet checklist to do together
Next time you visit your parents, a short, gentle checklist you can work through together, so the important things are findable without it feeling like a big talk.
What to gather before a power of attorney conversation
A short checklist of what to have ready before talking to a parent or solicitor about a lasting power of attorney, so the conversation is calm and productive.
How one family got organised after a health scare
A short story about a family who put things in order after a health scare, and the calm that came from knowing everyone could find what they needed.
Care providers: helping families plan ahead without the fear
How care providers can help families plan ahead without adding to the fear, easing admission, improving continuity and standing out on the things families remember.
Where to keep passwords so the right person can get in (safely)
How to keep your passwords so the right person could get in if they ever needed to, without leaving them exposed, using a password manager and emergency access.
First home? The documents you need to keep and where
Just bought your first home? Here are the documents to keep, why they matter and where to store them, so you can find everything when a remortgage or repair comes up.