Don't Leave Your Loved Ones Locked Out of Your Financial Life When You Die?
A Simple Document That Makes Life Easier For Your Loved Ones
Download your free “When I’m Gone” financial information form and remove unnecessary stress for your family during an already difficult time.
No one likes thinking about their own death.
But the reality is this, when someone dies, their family often faces a mountain of paperwork, unanswered questions and urgent decisions at the very moment they feel grief and shock.
Bank accounts need closing. Pensions providers need contacting. Life policies must be located. Passwords must be found.
And in many cases, the information simply is not in one place.
That is exactly why I created this document.
What This Free Download Helps You Do
The “When I’m Gone” form gives your loved ones clarity when they need it most.
It helps you clearly record:
✅Where your will is kept
✅Who your financial planner and accountant are
✅Your income sources
✅Bank and savings accounts
✅Investment accounts and shares
✅Private pensions
✅Outstanding debts
✅Life assurance policies
✅Important websites and password reminders
✅Where key documents are stored
Instead of your family searching through drawers, emails and old paperwork, they have one organised reference document.
Enter your details below to ensure the security of your loved ones when you have died.
Why This Matters
When someone dies, even straightforward estates feel overwhelming.
❗Your partner may not know about older pensions.
❗Your children may not know who your adviser is.
❗No one may know where documents are stored.
This simple form does not replace a will. It does not replace financial advice.
It does something just as important. It removes confusion and worry. It creates clarity and confidence.
And that may be one of the kindest gifts you ever give your family.
Who This Is For
This document is particularly helpful if:
✔️You are in your 50s or 60s
✔️You are retired or approaching retirement
✔️One partner manages most of the finances
✔️You have multiple pensions or investment accounts
✔️You want to make life simpler for your spouse or children
You do not need complex wealth for this to be useful. In fact, the more ordinary your finances feel, the easier it is to assume “they’ll figure it out”.
Clarity now prevents stress later.
Enter your details below to ensure the security of your loved ones when you have died.
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