Personal
Everything your family would otherwise have to find.
Not just the will. The passport, the deeds, the pension nominations, the four subscriptions nobody else knows about, the funeral you actually want. It is a couple of hundred small facts that live in one person’s head and a drawer, and they are needed at the exact moment that person cannot be asked. This dial holds all of it as steps, with the document attached to the step it satisfies.
A green here is not for you. It is for whoever has to do this without you.
What the dial holds
Seven sections and fifty-three checkpoints beneath them. Nothing is a reminder to do something later — each step turns green on the document being attached to it.
Dials created with partners start with a basic dial, and can then have additional sections (the outer ring) and segments (the inner slices) added. There are many other benefits and features we can share with potential partners and clients.
- Anyone who has been an executor and would not wish it on anybody
- Private client firms running this across a whole book
- Families sorting out affairs while they still can be sorted out easily
- Complete
Identification
Passport, driving licence, birth and marriage certificates, next of kin
- Complete
Legal documents
Original will, lasting powers of attorney, letter of wishes, deeds, trusts
- In progress
Financial documents
Accounts, investments, pensions, life cover, loans, digital assets
- Complete
Employment
Contract, workplace pension, death in service, shares and equity
- At risk
Tax & business
Tax records, inheritance tax position, shareholdings, director loans
- Not started
Services
Utilities, subscriptions, healthcare, advisers, property and vehicles
- Complete
End of life wishes
Funeral plan and service, organ donation, personal letters
Put your own affairs on a dial.
It is the same dial whether you are one person getting it straight or a firm running it for a hundred clients. Book a call and we will set the first one up with you.