Plain-English guidance for every stage of getting ready.
Estate planning solicitors: getting clients to act before crisis
Why clients delay estate planning until a crisis, what it costs your firm, and practical ways to help hesitant clients act early and arrive prepared.
What is a digital executor, and who should yours be?
What a digital executor does, how the role differs from a traditional executor, and how to choose the right person to handle your online life when you die.
We didn’t want to think about it, until we did
A short story about a couple who kept putting off getting their affairs in order, what finally changed their minds, and the relief that followed.
Family net worth organiser (UK): see everything in one place
How to build a simple family net worth picture, what to include and why seeing everything in one place helps with planning, advice meetings and peace of mind.
Executor duties checklist (UK)
A plain-English checklist of an executor’s duties in the UK, from registering the death and valuing the estate to paying debts and distributing what is left.
Life insurance: do you have enough, and who knows about it?
How to sensibly review whether your life insurance is enough, understand the main types, and make sure your family actually knows the cover exists.
Making a will: what to sort before you sit down
A plain-English checklist of what to think through and gather before you make a will in the UK, so the process is quicker, cheaper and gets it right.
One admin job a week: the low-effort way to stay on top
The lowest-effort way to stop household admin piling up: pick one small job a week. A simple rotating list that keeps you on top without a big catch-up.
Insurance brokers: turning renewals into year-round relationships
Renewals are a once-a-year touchpoint that keeps brokers transactional. Here is how turning them into a year-round rhythm builds loyalty and spots opportunities.
Net worth and document organiser: a simple way to start
A simple way to start organising your net worth and documents together, so you can see what you have, find what you need and keep it in one place.
The kind conversation: talking to family about ‘what if’
How to talk to your family about ‘what if’ questions, illness, death and being prepared, in a way that feels caring rather than morbid, with a free conversation guide.
How an IFA client cut review prep from hours to minutes
A short story about a financial adviser and client who turned the annual review from a document scramble into a quick, valuable conversation, and what changed.