Simple Ways I Help You Protect What Matters Most
When I talk about legacy, people often think it’s just about wills and paperwork. But to me, it’s so much more. It’s your story, your memories, and all the little details that make up a life well lived.
I’ve seen first-hand what can happen when things aren’t set out clearly. In my own family, my grandmother’s estate wasn’t managed properly. The executor — the very person meant to protect her wishes — used money that was due to a young sister to help buy a caravan for themselves. And Premium Bonds that belonged to my mother have completely vanished. The result? Heartache, confusion, and a deep sense of unfairness that still lingers.
That’s why I do this work. It’s why I created Legacy Smart Moves — because no family should have to go through what mine did. These are simple, practical steps that make planning feel less overwhelming and a lot more personal.
1. Keep One Master List
I always encourage clients to keep one safe, central list of their most important details — passports, bank accounts, key contacts. It means your loved ones won’t be left searching or arguing over what’s missing.
2. Use a Password Manager
Instead of scribbles in notebooks, use a password manager. One master password keeps everything secure and can be shared with someone you trust. It’s a simple step that prevents so much stress.
3. Update Once a Year
Life changes - new bank accounts, a house move, health changes. I recommend picking one date each year, like your birthday, to update your legacy. It only takes a few minutes but makes a huge difference.
4. Tell Your Story Too
Your legacy isn’t just paperwork. Add your personal touch: a letter, a voice note, or a short video message. These are the things loved ones treasure most.
5. Nominate a Trusted Contact
Choose someone you know will honour your wishes. I help my clients think carefully about who that person should be, so your vault is in the right hands when the time comes.
6. Back Up the Back-Up
Store your documents in your PassItOn-Digital portal, but also keep copies in cloud storage or with your solicitor. Two layers of safety mean nothing gets lost or misused.
7. Start Small, Start Today
You don’t need to do it all at once. Start with one document, one bank detail, or one memory. Every small step builds towards a complete, secure legacy.
Why These Smart Moves Matter
For me, this isn’t just about being organised. It’s about peace of mind. It’s about protecting your story, ensuring your wishes are respected, and sparing your loved ones the heartache of confusion or loss.
If you’re ready to make your first Smart Move, I’d love to help.
Visit www.passiton-digital.com and let’s create your secure, lasting legacy together.
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