My Financial Briefcase

As this document contains some highly sensitive personal information it is essential that you keep the document in a safe and secure place. We would recommend that you inform the Executors of your Will where it is stored.

It is the sole responsibility of the owner of this document to keep it safe and secure.

‘My Financial Briefcase’ is not a legal document and does not replace a valid Will or Lasting Powers of Attorney. It is an aid to your wishes on passing or loss of capacity to act for yourself.

Your product will be emailed to you when purchased if you buy either the Fillable PDF version or the Printable version. Email may go into your junk.