LastConnectPreparing your affairs one step at a time
Begin with a simple record of what matters and where it can be found.
Organise the basics
List important accounts, property, debts, devices and adviser contacts. Note where original documents are kept. You do not need to complete everything in one sitting.
Discuss care and responsibilities
Talk with trusted people about care preferences and support for dependants. Discuss healthcare wishes with a suitable health professional.
Check formal documents
Ask a qualified local adviser which estate, decision-making or care documents fit your circumstances. Names and legal requirements vary by location. A guided worksheet records intentions; it is not a legal will or healthcare authorisation.
Keep the plan current
Tell the appropriate people where to find the information, while limiting access to private records. Review after major changes in family, health or finances.