Eveything in order for you. Everything clear for your loved ones.

CLICK HERE TO REGISTER YOUR INTEREST IN THE PEACE OF MIND CHECKLIST

The Peace of Mind Checklist is a comprehensive document designed to complement your official paperwork. It has been designed to help you reflect on what plans you do, or do not, have currently in place . It will help you review your existing assets, liabilities and your plans going forward. It will enable you to record and consolidate all your key information in detail.

The Peace of Mind Checklist covers all aspects of your life from finaces, insurance and mortgages to your children, pets and even your on-line footprint. The Peace of Mind Checklist could also help highlight any gaps in your existing planning. Areas you may not have even considered.

'It has simplified my life for me now and also gives me the comfort that it has simplified everything for my family in the event of anything happening to me'

Lady in London

Designed to help you reflect.

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We're all busy, so getting the time to sit down and consider where you are, what you have, and where you want to be can be daunting. The Peace of Mind Checklist breaks everything down into managable sections making the whole process less intimidating. Whether you want to do a full life audit, or just consolidate the basics, the Peace of Mind Checklist is designed for you.

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"I want to create a comprehensive record for myself, as well as my executors and beneficiaries. I also want to utilise all the additional benefits the Peace of Mind can offer."

How Peace of Mind does it:
Peace of Mind acts as your 'Pocket Personal Assistant', reminding you of renewal dates for contracts & insurances.

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"I want to use this opportunity to gather all of my information together, to make things simple for my executors and beneficiaries."

How Peace of Mind does it:
Peace of Mind consolidates all of your information, leaving a comprehensive starting point should anything unexpected happen.

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"I just want to fill in the basics, my aim is to consolidate my personal information"

How Peace of Mind does it:
Peace of Mind directs you only to sections that capture your key data.

'I can't believe this hasn't been done before….. it's exactly what I need and also it's what my parents need'

Business owner, Bath

Designed to help you review.

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With easy to understand sections covering all aspects of your life, The Peace of Mind Checklist gives you the opportunity to really take stock of your current situation. It will also raise questions that might identify gaps in your current plans. Gaps that you may want to address, and advice on how to address them.

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Who you are

Logging your personal details, affiliations and key contacts

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What you have

Your assets, liabilities, monetary arrangements and items of specific importance


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Protecting what you have

Protection you have (or don't have) in place, and your arrangements for mitigating risk

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The way you want things to be

Documenting your own personal wishes, including care or funeral preferences and any other instructions you wish to give

'Thank you for the Peace of Mind checklist. It already feels a comfort to have it. '

Retired lady, London


Designed to help you record.

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Section by section, page by page, The Peace of Mind Checklist helps you build a complete picture of where you are, and the way you want things to be. Easy-to-use forms give you the chance to consolidate all your personal records, and wishes, in one place.

 

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Personal Details
Key Contacts
Memberships or Affiliations
Service Providers
Everyday Insurances
Vehicles

 

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Personal Banking
Investments
Property & Land
Liabilities
Jointly Owned Assets Liabilities
Pensions
Miscellaneous Assets
Electronic Data
Online Footprint
Income
Gifts



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Insurance Policies
Wills
Power of Attorney
Assets Held in Trusts
Other Death Benefits


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My Wishes
Advanced Decision
Long Term Carde Plans
Funeral Arrangement Preferences
Other Wishes



'We have just been trying to sort out our uncle's estate and it's a complete nightmare. We have no idea what he's got or where it is. The Peace of Mind would have solved this.'

Couple dealing with probate for deceased uncle

More Peace of Mind with secure storage, and 24/7 access wherever you may be.

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You can enjoy more peace of mind with the Peace of Mind Cloud. Store your checklist on a bank level secure platform that you can acces 24/7, anywhere in the world. With built in OCR retrieving and updating your information couldn't be easier. With your 2 GB personal archive, you can upload your documents, photos, videos and other precious memories for totally secure and accessable storage.

 

CONTACT US FOR MORE INFORMATION ON THE PEACE OF MIND CLOUD

 

 

The Peace Of Mind Checklist
7 Alfred Street, Bath BA1 2QU

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All Rights Reserved