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A4 Family Estate Organiser

£14.99

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Give the gift of your legacy - neatly and safely stored

A4 ring-bound organiser to store important information in one place

Record details such as obligations and advisors

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Product Reviews (6)

Product Details

Don’t burden loved ones with second-guessing your wishes or searching for important personal information after you’re gone. It’s difficult enough for those left behind. Our smart, A4 ring-bound Family Estate Organiser stores all your important information on finances, investments and more, neatly, efficiently and safely in one place.

Delivery

In stock orders are normally delivered within 7 days using a tracked courier service. New working practices in our warehouse and courier networks means it may take us a little longer to deliver your parcel than usual. We deliver to the UK. Regrettably we cannot deliver to the Channel Islands and the Republic of Ireland. Please note our Customer Services opening times are 9am - 5:30pm, Monday - Friday.

Returns/Exchanges

Reviews (6)

By Keith Smith, 24 Jan 2021

Useful idea, but too American terminology.

By Anonymous, 20 Jan 2021

Not for UK users details not good enough for UK use

"Estate Organiser"

By Roger Colmer, 19 Jan 2021

Very disappointed. The document is very clearly of Amercian origion with financial terms and structures we do not normally use in the UK. e.g. "real estate" rather than property. No mnetion of such items as Premium Bonds or ISAs. I will use it making my own headings and removing many of the pages. Not good value for money.

"Could Be Better"

By Anonymous, 16 Jan 2021

This was a bit disappointing as too many of the pages supplied were pre-printed. I would have preferred it to have sections with a front page stating the information in that section and an example of the detail required (like Bank Account Details, Investment Details, Whereabouts Family heirlooms are situated, names and addresses of people to be notified, Lists of Bankers Standing orders etc. Each section then to be followed by blank pages to be filled in as required.