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Getting your Affairs in Order
– My Twenty Top Tips

Over late summer/autumn/early winter 2023 year I posted on LinkedIn twenty articles on the Background to/Content from my Book Your Last Gift – Getting Your Affairs in Order. These can be viewed below, as follows.

I want to begin by quoting a really good observation on my introductory post “Preparing for Death – Starting the Conversation” on Monday 14 August 2023, from Simon Lofthouse, Head of Private Client at Corbett Le Quesne:

“A Will is just a small part of the end-of-life planning process. I always advocate lots of conversations so there are no surprises. Expectations can be managed and education provided if things are complex.”

Indeed. While many people may assume that the process begins and ends with the Will (which may be too often left to gather dust in the solicitor’s vault, whereas of course it needs to be regularly reviewed and updated), the subject is so much broader than that. I love Simon’s suggestion of lots of conversations.

The List

  1. Why don’t People Make a Will?
  2. Your Will – The Executor(s): Choosing Wisely
  3. Your Will – The Essentials
  4. Lasting Powers of Attorney – and Medical Wishes
  5. Arrangements for Children, Dependents and Pets
  6. Digital Assets
  7. Ready Access to Cash pre-Probate – in Case of Need by your Surviving Spouse/Partner
  8. The Death Certificate: Having the Necessary Information/Documents.
  9. Funeral Arrangements
  10. People to Contact
  11. Inheritance Tax (IHT) Planning
  12. The Territorial Aspect: Residence and Domicile, with Situs (Location) of Assets
  13. Charities Relief: Maximising the Post-tax Estate on Death
  14. Interests in one or more Businesses and/or Management of Charities, Associations etc.
  15. Relationships
  16. Thinking about God and the After-life
  17. How are you Doing with Getting your Affairs in Order?
  18. Decluttering: Your Papers & Other ‘Stuff’
  19. Your House/Flat and your Home Contents – Dealing with Them Post-Death
  20. Places to Visit/People to See.

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