This year has been tough for everyone so we wanted to create something of value we could give to our Horrocks and Hampton clients, for free. We’ve designed an ESTATE PLANNER BOOKLET available exclusively to our clients.
The booklet provides one place for you to detail different information such as the names and contact details for next of kin and family members. There are also places for you to detail such things as your passport, drivers licence and IRD numbers. We have made provision for you to describe what you would like at your funeral and any special gifts you would like to make. There’s even a space for you to explain what you would like to happen to your pets in the event of your death.
Complete this hard copy booklet and keep it with your other personal documents to help your family manage your affairs if you die or lose mental capacity.
The booklet is not a legal document but is intended to be a useful, practical tool to help you keep information in one place.
We have not at this stage created an electronic copy as often it is difficult for family to access a deceased family member’s computer. The intention is that this hardcopy booklet is filed away at home and easily found when the time comes. Having said that, if you would like us to store a copy for you, we can scan the information into our Deeds system.
If you would like copies of the FREE ESTATE PLANNER BOOKLET please pick them up from our office or phone us and we can post them out to you.