Your Legacy Planning Guide: A Thoughtful Step Toward Peace of Mind
When someone passes away, families are often left not only with grief but also with the difficult task of piecing together practical details - where documents are kept, who to contact, what the person’s wishes were.
That’s why I’ve created the Legacy Planning Guide - a free, practical resource designed to help you gather the key information your loved ones might need in the future. It isn’t a legal document, and it doesn’t replace a Will, but it’s a simple and thoughtful way to make things easier for your family when the time comes.
What Is the Legacy Planning Guide?
The guide is a fillable document where you can record essential information such as:
Where your Will is kept
Who your executors are
Funeral plans or preferences
Key contacts (solicitor, accountant, GP, etc.)
Details of financial accounts, pensions, and property
Notes about possessions of sentimental value
Emergency pet care instructions
Messages you'd like to leave behind
It’s a way to leave not just legal instructions - but personal reassurance.
Why It’s Useful
Even with a valid Will, practical questions often arise:
“Where is the original copy kept?”
“Who’s the accountant?”
“What were their wishes for the funeral?”
Having this information gathered in one place can be a huge help for your executors or family, reducing stress and confusion at a difficult time.
It can also prompt helpful conversations now, whether with family members or professionals.
A Reminder: This Is Not a Legal Document
This guide is not legally binding, and it doesn’t override what’s written in your Will. If you write different wishes here than in your Will, only the Will is legally recognised. If you’d like help reviewing or updating your Will, I’m here to support you.
Ready to Get Started?
You can download your free Legacy Planning Guide from my website. It’s a small step that can make a big difference.
📞 Questions or need help planning? Call me: 0115 824 4960
📧 Email: hannah@hannahhowesolicitor.co.uk
