Planning your finances is a lifelong journey — one that requires thoughtful saving, strategic investments, and careful preparation for the future. While many focus on building wealth, fewer take the time to plan for what happens after they pass.
Without a well-organised record, loved ones may struggle to locate assets, manage financial responsibilities, and fulfil your final wishes. That’s why we’ve created the Legacy Planner — an easy to complete record designed to bring clarity, structure, and peace of mind.
This document serves as your comprehensive financial and estate inventory, capturing essential details about your assets, liabilities, and instructions for your family. By completing it now, you are offering them the ultimate gift: guidance when they need it most.
From your will and property records to investments and digital assets, the Legacy Planner ensures nothing is overlooked. It helps eliminate confusion, minimise delays, and reduce financial stress for those left behind — allowing them to focus on what truly matters: honouring your legacy.
Use our handy form below to record the important information your loved ones will need in the future. Keep this document somewhere safe alongside other important documents, and ensure your loved ones know where to find it when the time comes.
Take control of your future today, so your family won’t have to worry tomorrow.
