Date Published: 12/07/2021 16:49
Future Life Wealth Management's MD Jillian Thomas has always proactively encouraged clients to ensure that they have both a will and lasting power of attorney in place. Here, Jillian explains why these documents should be supplemented with a "When I'm gone" list...
One of the hardest aspects of my professional life has always been when I’ve received phone calls telling me that a client has passed away.
This became particularly resonant during the pandemic.
In honesty, it’s always been the one aspect of my job which I’ve found the most difficult.
Yet on these desperately sad occasions, I also release that the job I’d originally been engaged to do had been executed well.
For those who are left behind, there quickly becomes the issue of trying to track documentation down.
As anyone who’s ever dealt with probate knows, it’s often a case of having to piece together the deceased’s finances and assets to be in a position to progress the legal transference to the beneficiaries.
If you are one of Future Life Wealth Management’s clients, you will know that I always encourage the creation and execution of a will.
And I also encourage clients to establish Lasting Powers of Attorney.
The legal frameworks these documents create is essential at a time when - often suddenly - you can be called in to help.
Over the last couple of years, I have been encouraging clients to go further by preparing a “When I’m gone list,” which provides detail of where certain documents can be found, names of people you want to be contacted, and even if your preference is to be cremated or buried.
The onset of the Covid-19 pandemic brought this even more to the forefront, and whilst talking about death is never pleasant, using these documents is a simple way to record your wishes, and have the detail in one place.
Detailed below are two links where you can either download the list that's right for your needs or access details to have one posted to your home address.
Talking about dying is never easy.
But ensuring that your wishes are followed and framed within a document that could be left alongside your will – thereby proactively assisting those that you have left behind - can feel extremely rewarding.
And I would strongly urge everyone to consider completing a “When I’m gone list” at the earliest possible opportunity.
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