for you and your
Most of us invest time and effort into building and maintaining important information throughout our lives. Few of us, however, put enough thought into how that information will be accessed after we are gone – information that is needed at a time when our loved ones are already overcome with grief. What if there was a way to minimise the potential consequences for your loved ones and other stakeholders when the time comes for them to finalise your affairs?
We’ve got you covered.
The Vincents Legacy Pack provides you with a comprehensive list of important details that family members and other stakeholders will need access to after you’re gone.
The pack assists you with pulling together all the information needed:
From your funeral wishes to social media accounts and memberships that need to be cancelled, this section helps you flesh out personal, family and details surrounding your ‘digital life’ that are important to you and gives you a chance to provide login information for your survivors to close your profiles.
A list of all your medical details – from private health insurance and GP information to health directives and existing conditions – which can often be vital for younger generations to be aware of in order to run genetic tests.
It is important to make sure that all your financial details are gathered together in preparation for the unexpected. These can include compliance details, financial planner and stockbroker details, assets, income streams, financial obligations and any services that would need to be managed.
This information is critical to be made known to your loved ones and advisors – including but certainly not limited to your will, life insurance policy, estates and inheritance information. Making sure your executors and family are aware of these directives will save time, money and provide peace of mind.
Banking information relies on personal passcodes and can be difficult to close down without all the necessary information on hand. It also assists loved ones identify your banking and credit details promptly.
There are many aspects of a business that are critical to pass on to successors. Document everything works towards ensuring as smooth a transition as possible after you are gone.
Download your FREE copy of our Legacy Pack
What will you walk away with?
You will walk away with the peace of mind that your family members and other important people in your life will have everything they need to know to access the information they need after you pass away.