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
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.
In stock orders are normally delivered within 5-7 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.
You may return an item within 28 days of receipt for a prompt replacement, exchange or refund of the item price. Standard postal/Delivery charges will not be refunded on unsuitable items, unless order is cancelled within 14 working days of receipt of goods and returned parcels remain the customer's responsibility until received by us. Please read full Terms and Conditions for details.
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Not what I expected after waiting months for delivery.
11 Jun 2021
Useful idea, but too American terminology.
By Keith Smith,
24 Jan 2021
Not for UK users details not good enough for UK use
20 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.
By Roger Colmer,
19 Jan 2021
"Could Be Better"
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.