Free UK Checklist: 10 Things Your Family Would Need to Find If Something Happened to You
If you were suddenly ill, or died, the people closest to you would have to piece your life admin together, often at the hardest time. Where's the will? Who do you bank with? Which bills need cancelling? Who looks after the dog?
This free checklist goes through the 10 things your family would need to find first, with space to note where each one is kept and who to contact. It's written for the UK.
What's inside (3 A4 pages)
• The 10 things: your will and executors, bank and savings accounts, pensions, insurance, your mortgage or tenancy, utilities and council tax, where your password manager is (not the passwords), who looks after your pets, your funeral wishes, and where your important documents are kept
• A short note on why each one matters, with space to write it down
• Tips on keeping it safe and up to date
• Notes on where things differ across England and Wales, Scotland and Northern Ireland
How it works
Enter your email address at checkout to receive the download. It's free, with no payment details needed. Your email address is used to deliver your file, and you won't be added to a mailing list. Print the checklist and fill it in by hand.
Write down where things are kept, not passwords, PINs or full account numbers.
Want room to write it all down?
• If Something Happens to Me: UK Family Emergency Organiser. 36 fillable A4 pages for contacts, will and executors, accounts, pensions, insurance, the home, digital accounts, care wishes, funeral wishes and letters to loved ones. https://payhip.com/b/s3Duh
• Peace of Mind Family Pack. The Family Emergency Organiser plus Caring for Mum or Dad and After Someone Dies: three fillable A4 PDFs. The pack costs less than buying the three separately. https://payhip.com/b/ZR4kP
Please note
This checklist is for your own records. It isn't a will or a power of attorney, and it isn't legal, financial or tax advice. Rules differ between England and Wales, Scotland and Northern Ireland. For a will, a power of attorney or advice about your situation, check GOV.UK, mygov.scot or nidirect, or speak to a solicitor or a free advice service such as Citizens Advice.
Sharing
You're welcome to print this checklist and share it with family and friends. Please don't sell it or upload it elsewhere.
Questions? Email lifeadmindesk@gmail.com.
Want a few short, practical follow-up tips? You can join my free 4-email series here: https://fuz-jamall-trading-as-lifeadmindeskstudio-ztqcdr.subscribepage.io/