Taylored Life All in One Place

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Taylored Life All in One Place TAYLORED LIFE ALL IN ONE PLACE The easy way to store all your important information and manage 'life admin' 01204 365165 www.taylortaylor.co.uk Entwistle Reservoir, Bolton DEATH ISN’T A PLEASANT SUBJECT TO TALK ABOUT, BUT IT IS AN IMPORTANT ONE. Losing a partner, family member or close friend is a difficult experience, made even harder when their personal and financial information has not been organised. ‘The hardest part of most jobs, Your Taylored Life is a working document that has been designed to help keep all of this is starting them’ information in one place. Not only will this ensure that loved ones can properly deal with TAYLORED LIFE theTAYLORED affairs of the deceased, it will help LIFEsomeone take over if you are unable to deal with them yourself. ALL IN ONE PLACEFRANK TAYLOR ALL IN ONE PLACE This document should be filled in as carefully and as accurately as possible. Once The easy way to store all your important complete,The easy way tell tosomeone store all you your trust important where to access it, along with any important items information and manage 'life admin' suchinformation as: and manage 'life admin' 01204 365165 •01204 Wills 365165 • Powers of Attorney www.taylortaylor.co.uk •www.taylortaylor.co.uk Letter of Wishes • Any other documents needed for your family to properly fulfil your wishes Rivington Pike, Bolton Queens Park, Bolton 2 3 DEATH ISN’T A PLEASANT SUBJECT TO TALK ABOUT, BUT IT IS AN IMPORTANT ONE. Losing a partner, family member or close friend is a difficult experience, made even harder when their personal and financial information has not been organised. ‘The hardest part of most jobs, Your Taylored Life is a working document that has been designed to help keep all of this is starting them’ information in one place. Not only will this ensure that loved ones can properly deal with TAYLORED LIFE theTAYLORED affairs of the deceased, it will help LIFEsomeone take over if you are unable to deal with them yourself. ALL IN ONE PLACEFRANK TAYLOR ALL IN ONE PLACE This document should be filled in as carefully and as accurately as possible. Once The easy way to store all your important complete,The easy way tell tosomeone store all you your trust important where to access it, along with any important items information and manage 'life admin' suchinformation as: and manage 'life admin' 01204 365165 •01204 Wills 365165 • Powers of Attorney www.taylortaylor.co.uk •www.taylortaylor.co.uk Letter of Wishes • Any other documents needed for your family to properly fulfil your wishes Rivington Pike, Bolton Queens Park, Bolton 2 3 1. Personal details 2. Your children, parents, dependents or other close family You Your spouse / partner, next of kin Relationship Relationship Full name Date of birth NI number Full name Full name Address Date of birth Date of birth Address Address Tel no. Mobile no. Tel no. Tel no. Email Mobile no. Mobile no. Email Email Where do you keep the property deeds to your main home? Relationship Relationship Full name Full name Date of birth Date of birth Address Address Tel no. Tel no. Mobile no. Mobile no. Email Email Notes Smithills Hall, Bolton 4 5 1. Personal details 2. Your children, parents, dependents or other close family You Your spouse / partner, next of kin Relationship Relationship Full name Date of birth NI number Full name Full name Address Date of birth Date of birth Address Address Tel no. Mobile no. Tel no. Tel no. Email Mobile no. Mobile no. Email Email Where do you keep the property deeds to your main home? Relationship Relationship Full name Full name Date of birth Date of birth Address Address Tel no. Tel no. Mobile no. Mobile no. Email Email Notes Smithills Hall, Bolton 4 5 3. Your pets 4. Your close friends Name Name Full name Type / breed Type / breed Address Birth date Birth date Male / Female Male / Female Chip number Chip number Tel no. Special needs Special needs Mobile no. Email Name Name Full name Type / breed Type / breed Address Birth date Birth date Male / Female Male / Female Chip number Chip number Tel no. Special needs Special needs Mobile no. Email Name of vet Tel no. Location of vaccination records Full name Insurance company Address Tel no. Policy no Your wishes in case of emergency Tel no. Mobile no. Email Detail your wishes for your pet(s), in the event of illness or death (include name and contact details) Where do you keep your address book / contacts list? 6 7 3. Your pets 4. Your close friends Name Name Full name Type / breed Type / breed Address Birth date Birth date Male / Female Male / Female Chip number Chip number Tel no. Special needs Special needs Mobile no. Email Name Name Full name Type / breed Type / breed Address Birth date Birth date Male / Female Male / Female Chip number Chip number Tel no. Special needs Special needs Mobile no. Email Name of vet Tel no. Location of vaccination records Full name Insurance company Address Tel no. Policy no Your wishes in case of emergency Tel no. Mobile no. Email Detail your wishes for your pet(s), in the event of illness or death (include name and contact details) Where do you keep your address book / contacts list? 6 7 5. Medical information and health conditions 6. Important life contacts You Your spouse / partner, next of kin Legal and financial Financial planner, accountant, solicitor etc. contacts Details of any medical conditions Contact type Contact type that might affect emergency Name Name treatment Address Address Details of any medication taken Allergies or allergic reactions to medication Tel no. Tel no. Location of medication Email Email Do you have a pacemaker or Contact type Contact type similar appliance? Name Name Donor card status & location Address Address Blood group GP name GP address Tel no. Tel no. Email Email GP tel no. Notes Notes 8 9 5. Medical information and health conditions 6. Important life contacts You Your spouse / partner, next of kin Legal and financial Financial planner, accountant, solicitor etc. contacts Details of any medical conditions Contact type Contact type that might affect emergency Name Name treatment Address Address Details of any medication taken Allergies or allergic reactions to medication Tel no. Tel no. Location of medication Email Email Do you have a pacemaker or Contact type Contact type similar appliance? Name Name Donor card status & location Address Address Blood group GP name GP address Tel no. Tel no. Email Email GP tel no. Notes Notes 8 9 Physical health Home contacts Cleaner, gardener, decorator, home help, carer, neighbours etc. Dentist, optician, pharmacist, district nurse etc. contacts Contact type Contact type Contact type Contact type Name Name Name Name Address Address Address Address Tel no. Tel no. Tel no. Tel no. Email Email Email Email Contact type Contact type Contact type Contact type Name Name Name Name Address Address Address Address Tel no. Tel no. Tel no. Tel no. Email Email Email Email Notes Work contacts Boss, manager, colleague, business partner etc. Contact type Contact type Name Name Address Address Tel no. Tel no. Email Email 10 11 Physical health Home contacts Cleaner, gardener, decorator, home help, carer, neighbours etc. Dentist, optician, pharmacist, district nurse etc. contacts Contact type Contact type Contact type Contact type Name Name Name Name Address Address Address Address Tel no. Tel no. Tel no. Tel no. Email Email Email Email Contact type Contact type Contact type Contact type Name Name Name Name Address Address Address Address Tel no. Tel no. Tel no. Tel no. Email Email Email Email Notes Work contacts Boss, manager, colleague, business partner etc. Contact type Contact type Name Name Address Address Tel no. Tel no. Email Email 10 11 Local traders Milkman, newsagent, taxi firm, handyman, builder, plumber etc. Organisation Clubs, membership groups, social, library etc. contacts Contact type Contact type Contact type Contact type Name Name Name Name Address Address Address Address Tel no. Tel no. Tel no. Tel no. Email Email Email Email Contact type Contact type Contact type Contact type Name Name Name Name Address Address Address Address Tel no. Tel no. Tel no. Tel no. Email Email Email Email Notes Notes 12 13 Local traders Milkman, newsagent, taxi firm, handyman, builder, plumber etc. Organisation Clubs, membership groups, social, library etc. contacts Contact type Contact type Contact type Contact type Name Name Name Name Address Address Address Address Tel no. Tel no. Tel no. Tel no. Email Email Email Email Contact type Contact type Contact type Contact type Name Name Name Name Address Address Address Address Tel no. Tel no. Tel no. Tel no. Email Email Email Email Notes Notes 12 13 Utility contacts Electricity, gas and water suppliers, local authority for council tax etc. 7. Financial Banks, building society, premium bonds, etc Contact type Contact type You Your spouse / partner Account no Account no Organisation Tel no. Tel no. Tel no. Email Email Email Account type Contact type Contact type Account no Account no Account no Details Tel no. Tel no. Email Email Organisation Tel no. Contact type Contact type Email Account no Account no Account type Tel no. Tel no. Account no Email Email Details Notes Organisation Tel no. Email Account type Account no Details 14 15 Bolton School Utility contacts Electricity, gas and water suppliers, local authority for council tax etc. 7. Financial Banks, building society, premium bonds, etc Contact type Contact type You Your spouse / partner Account no Account no Organisation Tel no. Tel no. Tel no. Email Email Email Account type Contact type Contact type Account no Account no Account no Details Tel no.
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