Life Planner

Busy and successful people are often very good at organising other people’s affairs and directing business, but as a result they so often neglect their own affairs which frequently become disorganised.

How many of us can remember, at the drop of a hat, details of our health and insurance plans, how our various assets are owned and where all the paperwork is located.

More often than not, the paperwork is stuffed away in a drawer, or perhaps lodged with a professional advisor, but which advisor? Do your next of kin know where everything can be located in the event of your death??

LS & S LifePlanner addresses this problem.

Through LifePlanner you have a total record of all your personal details, birth and marriage certificates, insurances, pensions, portfolio investments, property assets, mortgages, trusts and interests in trusts. In fact, a total record of your life and personal balance sheet.

Once prepared, one copy is kept by you in Hard Copy and (at your option) in Hard Disc/CD format and one or more further copies are lodged with, for example, your professional advisor, IFA, next of kin, proposed executor/trustee etc.

Once a year we will review your LifePlanner record with you and (where appropriate) your other advisors, to ensure that everything is up to date and, if necessary, amendments and changes can be made (for example to your will) to ensure that your personal details, portfolio records and your intentions and wishes, are brought totally up to date.

You will have peace of mind in knowing exactly where your assets are located and can access your records at any time, either in hard copy or disc on your P.C.

On your death, your next of kin and advisors can access immediately all your information and records and can move swiftly and expeditiously to execute your wishes and administer your estate.

Through LS & S LifePlanner you will be making one of the soundest decisions of your life – to get your affairs in order once and for all.