Mind At Rest Wills
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Personal Affairs Document

Personal Affairs Document
*** Updated 07/01/2016 ***

You’ve Made your Will & Stored it Safely, your all set Right?

Not quite have you stopped to consider how your Executors will know of the existence of all of your personal affairs.

What are your assets?

What liabilities do you have?

Where are your important documents located?

Who are your insurers?

If you could provide your executors with this information alongside your Will, think how much more straightforward and less stressful the process of executing your will would be for both your Executors & Beneficiaries.

Why not add a finishing touch?

This is the finishing touch you can add to ensure the execution of your Will is carried out as quickly and as smoothly as possible, saving your executors from sifting through piles of paperwork and ensuring your loved ones are attended to as swiftly and calmly as possible.

Set up your Personal Affairs Document ( P.A.D™ ) and store it with your will.

It is hard to imagine either yourself or your loved ones being in a situation where you suddenly lose someone close to you. Death is unfortunately one of life’s true certainties. So be prepared by purchasing a P.A.D™. By purchasing and completing a P.A.D™ it will enable you or your loved ones to answer all the questions that need to be answered. There are mountains of unanswered questions when someone passes away.
Questions like:-

Where are the deeds to my house?

Where is my Will located?

With whom are the bank account s?

What are the outstanding balances on credit cards?

what are the credit limits?

Who are our insurers?

You can also nominate up to two people to have access to your P.A.D™ (verification process required) should you pass away.

When completed a P.A.D™ will answer all these questions and more!

P.A.D™ is easy and simple to complete. It is a published application which is available on line, download or have the convenience of the P.A.D™ App. All you need to do is complete the relevant sections; Personal Information; Funeral Arrangements; Work and Bank Details; Professional Advisers; Pensions & Life Insurance; Property / Utilities; Vehicle & Finance.

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All Wills regularly need amending when circumstances change, for example address changes, addition of family members or a change in assets or liabilities. P.A.D™ creates a simple and easily accessible document that securely stores all these details and much more. In the event of a bereavement finding and identifying relevant deeds, share certificates, asset valuations and ownership or insurance documents for probate and inheritance tax purposes can be difficult enough, compounding an already stressful and emotional situation. P.A.D™ is designed to remove the stress and anxiety in precisely this situation.

The Personal Affairs Document is a new initiative. P.A.D™ is a published application available in two storage formats, as a local download (Gold £3.99) and/or continuous online access (Platinum) £6.99 per year or £69.99 lifetime one off payment.

If you already have your Will in place, all you need to do is Purchase P.A.D™ complete your personal affairs document and attach it to your Will or store it in a secure location and remember to inform your Executors of it’s location.

P.A.D™ contains easy to complete sections; Personal Information; Funeral Arrangements; Work and Bank Details; Professional Advisers; Pensions & Life Insurance; Property / Utilities; Vehicle & Finance; Liabilities and Assets.

P.A.D™ ensures that your data is saved securely; the Arranging Your Affairs website is certified by Thawte and uses advanced encryption methods to ensure data is saved securely without being compromised. All data is held in a secure data center on separate servers, using secure database technology backed up twice daily and scanned daily for vulnerability.

In the event of death, the log on details of your P.A.D™ and a link to your application will be passed (electronically) to your Registered Nominees subject to production of an original Death Certificate and confirmation that they are legally entitled to receive the document. Registered Nominees are then able to access your data and provide important information to your legal advisers, and/or beneficiaries that they otherwise might not be able to locate.

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