Plain-English guidance for every stage of getting ready.
How to manage all your accounts in one place (UK)
Banking here, pension there, insurance in an email, passwords in your head. Here’s how to pull every account into one place you actually trust, and let the right person in if they ever need it.
Away from home: what your family should be able to find
Whether you are travelling or in hospital, here is what your family should be able to reach if they need to, and how to set that up without handing over everything.
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.
I finally stopped searching my inbox for the boiler policy
A short story about what changes when your household admin actually lives in one place, from the small daily wins to the quiet relief of knowing your family could cope.
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.