Getting Organised

In our dealings with senior clients,we often find many have not made allowances or arrangements for when they either feel no longer able or willing to look after their personal affairs or deteriorate due to a fall or ill health.

What will happen if you can no longer write or sign a cheque, use a telephone or arrange for connection or disconnection of services?

The best time to make arrangements to cover all eventualities is now.  Here are some suggestions of preparations you can make to ensure you and your affairs are looked after.

This Check List  holds the personal and property details you need to provide for whoever administers your affairs. It can be completed then downloaded free of charge for you to keep. If you would like Glaister Ennor to hold a copy of this for you, please contact us.

Please note you can complete as many or as few of the information boxes as you wish.

Powers of Attorney

What you should do if you want someone to act on your behalf. This could be if you become incapacitated in any way, or are out of the country for any length of time.

Estate Administration

Information on how estate administrators can manage your personal affairs (including investments).

Tenants in Common

How to protect your individual interests when a property is jointly owned.