Organise the Now, Prepare for the Future and get back to enjoying Life.
Keep up to date with your day to day admin. and important policies.
Share your selected key documents with your key contacts while maintaining encryption.
|Document or Policy||A General Time-Line Guide to Reviewing or Renewing a Document - If you have a change in circumstances then you should carry out a review|
|Passport||6 months in advance of expiry date|
|Driving Licence||6 months in advance of expiry date|
|National Insurance Number||N/A|
|Life and Critical Illness Policies||Every 2 years|
|Life Insurance Trust Forms||Every 2 years|
|Income Protection Policies||Annually|
|Stocks and Shares Certificates||Annually|
|Equity Release Agreements||Annually|
|Will||Every 2 years|
|Living Will and End of Life Wishes||Every 2 years|
|Funeral Plans||Every 2 years|
|Power of Attorney||Review every 2 years/in event of divorce/significant change in circumstances|
|Trusts, Beneficiary and Executor||Review every 2 years/in event of divorce/significant change in circumstances|
|Donor Card||Every 5 years|
|Prescriptions||In alignment with your doctors instructions|
|Allergies and Intolerances||Annually|
|Business Shareholders Agreement||Annually|
|Business Protection Insurance||Annually|