United Kingdom
Accounts, policies, documents and wishes for your family, in one A4 binder.
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Free United Kingdom checklistIf something happens to me
Everything your family would need, in one place.
Accounts, insurance, property, bills, digital accounts, where your documents are kept and your wishes, set out so the people you trust can find it all. Without writing down a single password.
- Legacy workbook
- Fillable PDF
- From £8.99
What’s inside
What your family and executor would need to know
Money and policies
Every account, pension, insurance policy and debt, with the provider and a reference, never a full number.
Where things are
Where your will, deeds, policies and ID are kept, and who to contact first.
Your wishes
Funeral wishes, who should look after children and pets, and letters to the people you love.
Choose your edition
Choose your edition
Standard includes the binder and the legacy workbook. Professional adds digital accounts and devices, letters to the people you love, a review log and the full workbook.
United States
Accounts, beneficiaries, documents and wishes for your family, on US Letter.
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Free United States checklistQuestions
Before you buy
Is it safe to write all this down?
The binder asks where things are kept, never for passwords, PINs or full account numbers. Keep it somewhere secure and tell someone you trust where it is.
Is it a will?
No. It is a personal record that helps your family and executor find everything. You still need a will, and a power of attorney is worth considering too.
Does it work in Google Sheets?
Yes. Upload the workbook to Google Drive and open it with Google Sheets, or open it in Excel or Numbers. The renewals tab counts down to each date.
How often should I update it?
Once a year, and after any big change: a move, a new account or policy, a marriage, a divorce or a new child.
Which countries does it cover?
The United Kingdom (A4) and the United States (US Letter). Each uses its own terms for accounts, pensions, retirement plans and documents.