Description
When your family needs information, will they know where to find it?
Important information is often scattered across files, emails, drawers, institutions and online accounts. During illness, incapacity or death, family members may need to locate accurate personal details, policies, accounts, legal documents and professional contacts at a time when they are already under pressure.
The
Complete Financial Affairs Organiser provides a practical system for gathering that information in one structured reference document.
Who this organiser is for
This organiser may be useful for:
- Individuals who want to bring their personal and financial information together
- Couples and families who need a shared record of important arrangements
- Parents who want essential information to be easier to locate
- Business owners with personal and business interests to record
- Older family members preparing information for children or trusted representatives
- Anyone reviewing their affairs after a major life change
What the 44-page organiser covers
Personal and family information
Record personal details, family members, dependants and emergency contacts.
Your will and estate contacts
Record where your current will is stored, when it was last reviewed and how to contact your executor and relevant professional advisers.
Banking and investments
List bank accounts, investments, retirement funds and the institutions or advisers connected with them.
Insurance and benefits
Record life, disability, severe-illness, income-protection, funeral, medical-scheme, gap-cover and employer-benefit information where applicable.
Property, vehicles and other assets
Record property details, title-deed or bond information, vehicles, finance arrangements, insurers and other important assets.
Monthly commitments
Bring recurring household costs, debit orders, subscriptions and other regular commitments into one organised record.
Tax and business interests
Record tax-reference information, important SARS records, business interests and the professionals connected with them.
Safe storage and important documents
Note where identity documents, certificates, agreements, policies, title deeds, tax records and other originals or copies are stored.
Digital life
Record primary email accounts, password-manager details, cloud-storage services, social-media accounts and other digital services without writing down bank-card PINs or full online-banking passwords.
Final wishes and annual reviews
Record important contacts, instructions and information that may help your family understand your arrangements. The annual review section helps you record changes and schedule the next review.
Emergency summary
Compile the most important contacts and information in a shorter section that can be located quickly when needed.
How to use the organiser
You do not need to complete the organiser in one sitting.
- Begin with the easiest sections
- Gather and verify the relevant documents
- Record where original documents are stored
- Complete one section at a time
- Avoid abbreviations that others may not understand
- Review the information at least annually
- Update it after changes to your family, address, will, policies, accounts, assets or professional advisers
Store the completed organiser securely. At least one trusted person should know where it is kept and how it can be accessed when necessary.
What you will receive
- One 44-page printable PDF organiser
- 19 structured information sections
- An emergency summary
- An annual-review section
- Practical prompts, checklists and record tables
- Clear reminders about documents and professional contacts
Important information
The organiser is a personal recordkeeping and preparation tool. It does not create or amend a will, power of attorney, beneficiary nomination, insurance policy, financial plan or legal agreement.
Do not use it to record bank-card PINs or full online-banking passwords. Sensitive completed information should be stored securely.
Developed by Get Financial Savvy, drawing on more than four decades of financial-services experience.
General educational and organisational information only. This product does not constitute personalised financial, investment, insurance, tax, legal or estate-planning advice. Laws, procedures and individual circumstances may change, and professional guidance should be obtained where appropriate.
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