How to prepare for the worst…

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We know how difficult it can be for families when they lose a loved one, and it is not a subject people are overjoyed to start a conversation about. Consequently, loved ones can find someone’s passing not only emotionally distressing but also practically very stressful.

For example, how many of you have told your families where your Will is kept? Or, if it’s in a safe, what the combination of the safe is, or what life policies you have that they need to know about so they can have financial support?

It is always something we think we will do later, but that we never really get around to actually doing at all. At Redwood Wills & Trusts, we encourage all of our Clients to complete The Life Book, a really useful guide written by one of our advisors, Steve Blofield, full of all the practical things your loved ones will need to know when you are no longer here. The Life Book is a place to record information that will be so helpful to them at such a difficult time, and a means to communicate it to them without having to speak about it directly if you prefer not to.

The book has had a number of revisions over the years and existing Clients can email a request to info@redwoodfinancial.co.uk  for a copy of the latest version at any time, free of charge.

All of our Clients who have some kind of Estate Planning with us, be it simply a Will or a whole host of complex Trust arrangements, will receive a copy of the Life Book to help them put their thoughts and affairs in order, ready for their families to deal with after they have gone.

Even if you don’t like the thought of a whole book of information, or find that overwhelming, we urge you to start writing things down, making records and memories to pass on to future generations as part of your legacy.

Not a Client of Redwood but want a copy of the Life Book? The simply come along to one of our Free Public Information Seminars and you will automatically receive a copy of your own absolutely free! 

Redwood is one of the Souths’ leading Pensions, Investments, Wills, Trusts & Estate Planning providers and we are dedicated to helping families to grow, protect and enjoy their wealth. With our unrivalled knowledge of Estate Planning and Probate, we can advise on any situation. Join us at one of our Free Public Information Seminars: Book online Book Me A Place!Call us on 01489877 547 or Email info@redwoodfinancial.co.uk to book an obligation free Initial Meeting with us to review your financial planning needs.

 

If you don’t have a copy or would like a new one to update and indeed we have updated our life book several times over the years please just email us at info@redwoodfinancial.co.uk and ask us to email you back with an updated copy

Steve Blofield
Steven Blofield
Steven is the Director and Senior Estate Planner at Redwood Financial. He helps clients manage and grow their wealth and protect their estate. You can read more about Steve in his personal biography.
Redwood Financial is one of the south’s leading Investments, Pensions, Wills, Trusts & Estate Planning providers and we are dedicated to helping families to grow, protect and enjoy their wealth. With our unrivalled knowledge of Estate Planning, Lasting Powers of Attorney, Probate, Pensions, Savings & Investments, we can advise on any situation.
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