Professional services
Everything in order, and provably so.
A will, a lasting power of attorney, the pension nominations, where the deeds actually are. It is a handful of documents that only matter on the worst day of somebody else’s life, and almost nobody can say with confidence that all of it is done. A Key Dial holds the whole estate as its actual steps — what is in place, what has lapsed, and where the paperwork is.
A green here means your family will not have to go looking.
Why families and their advisers run this dial
One honest answer to "is it all done?"
Not a folder somebody believes is complete — a face that counts what is genuinely in place and shows the gaps without being asked.
The things that quietly lapse
A nomination that names a former spouse, an LPA never registered, a will written before the grandchildren. Each carries its own review date, and the dial turns before it matters.
The document sits with the step
The signed will, the registered LPA, the policy schedule attach to the step they satisfy — so an executor opens one place rather than searching four.
The adviser sees the whole book
A firm runs the same dial for every client, so the review that is overdue is visible across the book rather than remembered one client at a time.
One estate, put in order.
The will is signed, the LPA goes off for registration and comes back, the nominations are corrected, the deeds are located and recorded — and the dial goes green with every document attached to the step it satisfies.
- The plan opens with every step it ought to have, not the ones anybody remembered
- Each document is attached to the step it satisfies as it is completed
- Review dates keep it green — or turn it before it is too late to matter
Put your own affairs on a dial.
Whether you are a private client firm running this for a whole book, or one person who wants a straight answer about their own arrangements, it is the same dial. Book a call — pick a time that suits you and it goes straight in our diary.