"I would wholeheartedly recommend the Perfectly Planned planner.

I’ve been actively encouraging my friends and family to record essential information for their loved ones to access when they’re no longer here, and the planner guides you through that process with clarity and care.

From bitter experience, I know how important it is to have your affairs in order to support those you leave behind. I’ve faced numerous challenges while managing the estates of several family members in recent years. 

These were challenges that would absolutely have been avoided had those family members used a planner like this.  Even the most comprehensive and well‑drafted Will doesn’t always provide everything needed to administer an estate.

If executors can’t access your accounts or belongings because they can’t locate the paperwork or don’t have the necessary details or passwords, your loved ones may not receive the benefit you intended for them.  All of this comes at a time when they are already grieving, which only adds to the emotional burden.

I am certain that using this planner will make that process so much easier and help ease some of the pain and stress. In many ways, I really feel that it would be like leaving behind a tangible reminder of your love.

I’m now completing the planner for my own family, and I’ve been surprised by how mindful and therapeutic the experience has been. The planner is easy to read, comprehensive and very warm in its approach.  It is never easy to face this but completing the planner is entirely positive, and I would encourage others to give it a try".