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The Complete Life Planner £22
Everything the people who matter to you need to know. In one place. I built this planner during a month I spent in hospital after emergency surgery. Lying there with too much time to think, I kept coming back to the same question: if I didn’t wake up tomorrow, would the people I love know where to start?
The answer — honestly — was mostly. But not completely.
This planner is what I created for myself when I got home. It covers everything: your finances, your medical details, your digital accounts, your wishes, and the things that only you know. It’s not morbid — it’s one of the most loving things you can do for the people around you.
Fill it in at your own pace, keep it somewhere safe, and update it when things change. That’s it. What’s inside — 44 pages covering: • About you — personal details, emergency contacts, next of kin • Medical information — conditions, medications, allergies, blood type • GP & healthcare — your doctors, dentist, specialists and where your records are held • Mental health & medication — an honest, private space to record what matters • Financial overview — bank accounts, credit cards, debts and who holds what • Property & mortgage — whether you own, rent or both • Employment information — your employer, payroll, HR contacts • Savings, investments & pensions — pension providers, investment accounts, premium bonds • Digital accounts & passwords — where to find your logins and how accounts should be handled • Hobbies & memberships — clubs, subscriptions, groups the people around you might not know about • High value & named items — jewellery, art, collectables, and who you want them to go to • Vehicles — registration, insurance, finance agreements • Pets — care instructions and who should take them • Important contacts — solicitor, accountant, financial adviser • Insurance — life, health, home, critical illness • Your wishes — funeral preferences, organ donation, specific requests • A message to the people who matter — space to write something personal, in your own words Perfect for: Anyone who wants to feel organised and at peace knowing that, if the worst happened, the people they love would know what to do.
Format: A4 PDF, print-ready. Print at home or at any print shop. Yours to keep and reprint forever.
The Complete Life Planner - Business Owner & Sole Trader Guide £8
**Designed as an additional section for the complete life planner if you have your own business, note this does not include The Complete Life Planner ** Business Owner & Sole Trader Guide Everything your executor needs to know about your business — so nothing falls through the cracks. If you run your own business — as a sole trader, limited company director, partner or contractor — your affairs are significantly more complex than an employee’s. Your executor may have no business experience at all. Without a clear record, they could find themselves trying to manage clients they don’t know, accounts they can’t access, and contracts they don’t understand — at exactly the wrong moment. Money owed to you could be lost. Staff could be left without pay. Decisions that should have been yours to make could end up being made by someone with no context. This guide is designed to sit alongside the Life Planner as a dedicated record of everything your executor would need to know about your business. Work through it at your own pace. The more you fill in, the more valuable it becomes. What’s inside — 13 sections covering: • Business details & registration — trading name, UTR, Companies House number, VAT, PAYE reference • How the business is structured — sole trader, limited company, partnership or LLP • Partners & directors — contact cards for anyone else who has a stake or role • How you pay yourself — salary, PAYE, dividends, drawings, director’s loan — recorded clearly • Business bank accounts & finance — where the money lives and who can access it • Key clients, contracts & contacts — the relationships your executor will need to manage or close • Employees & subcontractors — who works for you and what they’re owed • Business insurance — professional indemnity, public liability, key person cover • Business subscriptions — software, tools and recurring costs that need to be cancelled or continued • Assets, software & digital accounts — what you own, what you licence, and where to find it • Where to find your business records — accountant details, filing locations, Companies House access • Outstanding invoices & debts — money owed to you and money you owe Perfect for: Sole traders, limited company directors, freelancers, contractors, and anyone who runs their own business and wants their executor to be able to manage it properly. Format: A4 PDF, 15 pages, print-ready. Designed to complement the Life Planner — or work as a standalone record.
The Complete Life Planner - Property Owner & Landlord Guide £8
**Designed as an additional section for the complete life planner if you have rental properties, note this does not include The Complete Life Planner **
Everything your executor needs to know about your rental properties — from tenants to mortgages to what happens next. If you own rental properties, your estate is more complex than most. Your tenants, your mortgage lender, your managing agent, your accountant — they all need to be notified promptly if something happens to you. Without a clear record, your executor could find themselves managing a property they know nothing about, with tenants who have no idea what is happening.
This guide is a dedicated organisational record of everything your executor would need to know about each property you own. If you have more than one property, simply print multiple copies — one for each.
What’s inside — 11 sections covering: • Property details & mortgage — address, freehold or leasehold, mortgage lender, account reference, monthly payments • Tenancy information — tenant details, tenancy type, rent amount, deposit and where it’s protected • Keys, access & security — who holds keys, alarm codes, access arrangements • Safety certificates & compliance — gas safety, EPC, EICR, fire safety, HMO licensing • Service charge & building management — for leasehold properties, who manages the building and what’s included • Landlord’s contents & inventory — white goods, fixtures and a full inventory record • Insurance — landlord’s buildings and contents cover, liability, rent guarantee • Managing agents & maintenance contacts — who looks after the property day-to-day • Rental income & tax — how income is received, which accountant handles the return, relevant tax references • What should happen to the property — your wishes for whether it should be sold, transferred or retained Perfect for: Landlords with one or more rental properties who want their executor to be able to manage their estate properly — and their tenants to be treated fairly. Format: A4 PDF, print-ready. Print one copy per property.