Online News - Business News - Date: July 2009
Personal Affairs Checklist
Sorry to start this month's newswire on a gloomy subject, but you never know what is around the corner and in the event of an unforeseen happening, it is vital to have important personal details close to hand. With this in mind, please contact June Gleeson for your free copy of our "Personal Affairs Checklist” which allows you to record your personal information on one document.
The checklist comes in three parts:
- Section 1 gives information about your key advisers, location of your will etc, which might be needed quickly.
- Section 2 gives information about your Bank/Building Society Accounts and Insurance Policies, other assets.
- Section 3 gives other general information e.g. employment record, membership of clubs etc.
The purpose of the checklist is to record where your key personal records, assets and papers can be located. Sadly we have first hand experience of how difficult it can be without such a record and therefore if you don't already have such a record we would recommend it to you.
For further information, please contact us on 03332 401 333 or email enquiries@kirknewsholme.co.uk
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