Peace-of-Mind-List

R750,00

Like most people, you are probably reasonably well organized, if not perfect. The trouble is that, when you are no longer around, what may be obvious to you – like always keeping the back door key in the red tin on the kitchen shelf – will not be easy for others to guess.

The first step on this journey is to create this Peace-of-Mind-List in preparation for drawing up your will/estate plan.

And once you have completed the exercise, it may surprise you how much you have uncluttered your life.

You will have gained greater peace of mind for the rest of your life.

Topics Covered when you order The Peace-of-Mind List - There are 24 pages with information on passwords, digital assets, pets, funeral arrangements, etc.

Personal details
Spouse related issues - previous marriage, divorce, etc
Children - minors, overseas, disabled, etc
Heirs - related questions
Domestic staff
Location of certificates and documents
Medical aid
Money related issues - bank details, debit orders to be stopped, insurances, etc
Password list
Trust related issues
Property details - immovable and movable
Accounts, licenses, subscriptions
Computer / cell phone related issues
Digital & social media
Where can one find spare keys for house and car?
Alarm, safe, postbox
Pets
Lists of assets, jewelry and collector’s items
Funeral arrangements
Digital signature
And more…………

Peace of mind.

Once you have completed the Peace-of Mind-List , you can have confidence that:

*If you don’t like doing this meticulous task, I’ll do it together with you.
The first session is free.

Peace-of-Mind-List

Topics Covered when you order The Peace-of-Mind List - There are 24 pages with information on passwords, digital assets, pets, funeral arrangements, etc.

Peace of mind.

Get in Touch.