Create your Family Handover Pack

Answer what applies to you — skip anything that doesn't, and it simply won't appear in your finished pack. Nothing here is sent anywhere; it all stays in your browser until you download your pack.

About your household

Your name

Your spouse or partner's name (if applicable)

Your phone number

Their phone number

Home address

Where will you keep this pack?

Who knows it exists?

Read This First

The one page most likely to get read in an emergency.

If either of you is reachable, they should be contacted directly using the phone numbers you gave in Section 1. The people below are the fallback if neither of you can be reached.

If not reachable — call first: name & relationship

Phone number

If still unreachable — then call: name & relationship

Phone number

GP / doctor

Who can access money short-term?

Is a power of attorney in place?

Who would you want involved if things become too much to manage?

Will & solicitor (location and contact)

Who should be told, and in what order, if I die?

People to contact

Add anyone who helps run your life — solicitor, adviser, employer, a friend with a spare key.

Dependants & wishes

Children

Other people who depend on you

For example an elderly parent or a relative you care for.

Pets

Household routine worth knowing

Personal wishes — funeral, organ donation, sentimental items

Home & property

Do you own or rent?

Is there a mortgage on it?

Mortgage provider — name & contact

Landlord or letting agent — name & contact

Where are the property documents kept?

Spare key held by — name & phone

Utility suppliers

Other properties

A holiday home, a buy-to-let, or anywhere else you own.

Money, pensions, investments & loans

Bank accounts

Pensions & investments

Loans & credit cards

Who it's with and where the paperwork is. No account numbers or balances.

Do you have a financial adviser?

Adviser name & firm

Contact details

Insurance & vehicle

Insurance

Vehicles

Digital life

Where things are managed — never passwords themselves.

Password manager

Which one do you use?

Many password managers let you name someone who can request access in an emergency. We never ask for passwords, only whether this is set up and who is named.

Does it support emergency access?

Have you set it up?

Who is named?

Email & cloud storage

Primary email account(s)

Cloud photo / document storage

Social media

Documents, valuables & payments

Will is in place

Where is the will held?

Where are your other important documents kept?

Any valuables worth noting?

Regular payments

A printed list of direct debits has been exported

Where is this list kept?

Anything else

Anything that doesn't fit elsewhere — a stray account, an odd arrangement, something you'd just want someone to know.

Notes

Before you generate your pack

Based on your answers — not a guilt trip, just an honest gap list.

Your pack is ready to build

This creates your personalised document right here in your browser. Nothing you've entered is sent anywhere.

After payment, you will download your pack as a PDF. Keep this page open until you have saved it.