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E-State - Getting organised in later life

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An innovative product for helping you to capture and organise all the financial information and wishes that you need to make available to your family.

At laterlife we aim to help at every stage of planning and managing your retirement and other events in laterlife. We are continually looking for new products and services that we think are valuable in later life or make life easier.

One product we’ve found is called E-STATE which has been created due to the personal experiences of the directors of the company that publish it.  It strikes a chord with us and we think it will with you as well. See what they have to say below:

 

Many of us have had the experience of handling a situation

  • where an elderly relative becomes unable to deal with their own affairs and we are required to do it for them

  • where we are the executor of a relatives will and have to make sense of all their papers and identify all their investments and assets.

If we were lucky there was some index to the major items among their papers, but rarely is someone so organised that everything is clear cut with a  coherent picture of everything they have and where it can all be located.

How many of us are creating the same situation for our family…or simply making life difficult for ourselves by not getting around to organising our personal and financial affairs?

With our lives becoming increasingly complicated, it is vital to ensure that we can communicate to someone else, everything that we have previously handled ourselves.

Hand on book.jpg (4261 bytes)E-STATE addresses this problem, it guides you through capturing and documenting the information that is needed, also providing an opportunity to add notes to guide those that may use the information.

E-STATE is an organiser that is valuable in the event of a death, but also in many other situations:

  • If you became ill and were unable to handle your own affairs

  • If you were stuck abroad – maybe on an extended holiday

  • If you became separated from your paperwork through fire or theft

  • When completing applications e.g. tax returns

E-STATE has 5 sections that store all of your financial and personal information.  This can cover all your insurance policies, your pension arrangements, the location of your birth and marriage certificates; even who you would want to look after a pet should anything happen to you. 

It allows quick and easy access to you, or your chosen representative, to documents, information and details. 

For full information including viewing sample sections of E-STATE and online ordering visit www.e-state-info.com. Please ensure you quote laterlife in the drop down list when ordering.

When you join the Laterlife Members Club, you will receive a free downloadable version of E-State, so why not click the link and join now?

 

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Other Planning and Managing retirement information

Planning Retirement and Financial Planning
Over 50 full time employment opportunities
  Pre-retirement Training
Wills, Probate, and other Legal matters
The importance of Making a Will
Bereavement
Insurance

Independent Financial Advice

If  you want some Independent Financial Advice about your situation on matters such as Pensions, Inheritance tax, Equity Release and Long Term care, then visit our Independent Financial Advice pages where we introduce topics particularly requiring independent financial advice and links to find Independent Financial advisers.

Retirement Planning
Pensions
Inheritance Tax
Making a Will
Equity Release
Long Term Care

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