A Life In Order
What would happen if someone had to step into your shoes tomorrow?
Most of us know what is going on in our own lives. The problem is that much of this information exists in one place: in our heads. A Life In Order is designed to change that.
Take the free What If? TestThe reality
Most of us know what is going on. Nobody else does.
We know which bank we use. Where the insurance paperwork is. Who the mortgage is with. What we would want our family to do if something happened.
The problem is that much of this information exists only in one place.
In our heads.
If you suddenly were not able to deal with everything yourself, how much would the people closest to you actually know?
Things only you currently know
- Which bank we use.
- Where the insurance paperwork is.
- Who the mortgage is with.
- Which pensions we have.
- Who our accountant is.
- How the business works.
- Where important documents are kept.
- What needs paying every month.
- And what we would want our family to do if something happened.
A Life In Order is not about expecting the worst
It is about making life easier for the people you care about.
Over the years we accumulate a great deal. Nobody deliberately leaves their family confused. But when something unexpected happens, families often discover just how much information they do not have.
Bank accounts.
Property.
Insurance.
Pensions.
Businesses.
Passwords.
Subscriptions.
Documents.
Responsibilities.
Digital accounts.
Important contacts.
And countless bits of information that only we understand.
That is why we created a simple process.
From your Score to A Life In Order
A simple journey from uncertainty to clarity.
Take the free What If? Test
How organised are you really?
Start with the free What If? Test. It asks simple questions across the key areas of your life and gives you your Life In Order Score, which helps you see where things appear organised, and where there may be gaps.
See Where You Stand
Your Life In Order Score is about awareness, not passing or failing.
You may discover that some things are already well organised. You may find documents that need reviewing. You may realise important information exists but nobody else knows where it is. Or you may uncover things you have never considered. You cannot sort what you do not know is missing.
Get Your Roadmap
£17 for a year: an affordable first step.
Once you have taken the What If? Test and seen your Life In Order Score, the next step is the Life In Order Roadmap: a private, guided online space that walks you through the information, decisions and conversations your family may one day need, one section at a time.
Work Through Your Roadmap
Gather what your family may one day need.
Work through the Roadmap section by section, at your own pace. Each part helps you pull together information that currently exists across your head, your paperwork, your inbox, your phone and your online accounts, and gets it into one organised, private place you can update any time.
Share it with the people you trust
The result your family may one day be very grateful for.
Download your copy for your family, and come back to it each year. If you'd like Kal's help turning it into a finished handover pack, that's what The Handover is for.
What the Roadmap covers
Seven parts. Everything that matters to your family.
Legal Foundations
Will, executors, guardians and any specialist planning.
Decision-Making
Who can act for you if you cannot manage things yourself.
Family & Dependants
Children, vulnerable people, pets and people who rely on you.
Money & Assets
Property, savings, investments, pensions, insurance and debts.
Protection & Risk
Business interests, ownership issues, tax questions and weak points.
Practical Affairs
Documents, accounts, digital life, household information and contacts.
Wishes & Legacy
Care preferences, funeral wishes, possessions, messages and what matters to you.
The destination
What a life in order should mean
Estate planning is life planning. A life in order is bigger than a Will: it means the people you love would know what to do if something happened tomorrow.
My wishes are known.
My important documents exist.
My family knows where they are.
The right people have authority to act.
My finances are understood.
My estate planning has been reviewed.
My family knows who to contact.
My business affairs are documented.
My important digital information is organised.
My personal wishes are recorded.
Why it matters
Your family may need to know
more than you think.
Being organised answers the question your family may one day be asking:
"If I could not deal with everything myself, what would somebody else need to know?"
And it is not only for when you die
Your family might need this information while you are still very much alive. You could become seriously ill. You might have an accident or spend time in hospital. You could temporarily be unable to run your business. Someone may suddenly need to understand what normally only you deal with.
This is life planning. Not simply death planning.
Start your Life In Order
You do not need to organise your entire life today.
You just need to start.
Take the free What If? Test
Where am I now?
See Your Life In Order Score
What am I missing?
Get The Roadmap
Show me what I need to sort.
And finally be able to say: my life is in order.