The Critical Info Check

Get your free personalised end of life planning checklist

Not sure where to start? Answer a few short questions and we will show you what matters most right now. Your personalised checklist appears on screen straight away after the Check. Tick the consent box if you would also like a copy by email through Mailchimp. You don't have to do everything today. Just start with one thing.

Get my free checklistTakes about 3 minutes · No account needed

Someone has just died? Start here with the first steps.

An adult daughter sitting at a kitchen table with her parents, talking over a cup of tea and making notes together — Sometimes the conversation is the hardest part. We'll help you start it.

Here is what you will get

Example checklist

For someone planning ahead: start with the information, wishes and people that matter most.

Make or update your WillCheck that it reflects your wishes and that someone knows where it is kept.
Talk to your family about your wishesStart with one practical conversation about what matters to you.
Write down your Key ContactsChoose the people you trust to help when they are needed.
Find your important documentsKeep them safely at home and record where they can be found.

People come here for all sorts of reasons

I'm preparing for the future
I'm helping a parent
I'm caring for someone
Someone I love is seriously ill
Someone has died
I don't know where to start

Whichever one you are, the Check adapts to you and never asks anything it doesn't need to.

A woman in her forties sitting at a table by a window with a laptop and a cup of tea — “I kept meaning to sort this out. I just didn't know what ‘this’ actually was.”

A man in his late thirties standing in his kitchen looking at his phone — “Something happened, and suddenly everyone was asking me for paperwork.”

Nothing important gets missed

We look at your life across 15 different life domains, from Wills and decision makers to your digital legacy and pets, so nothing important gets missed. We help you get organised, work out where the gaps are, and connect with experts to update your documents or get them in place. You don't need to upload anything sensitive online, just store what you gather safely at home, ready for your Key Contacts, with continuity of care from us before, during and after a death.

01

Answer a few questions

Short, plain-language questions. Skip anything you'd rather not answer.

02

Get your personalised checklist

Your checklist appears on screen straight away, with three or four practical priority items.

03

Take it at your pace

Tick the consent box to receive a copy by email through Mailchimp, practical follow-up resources and the newsletter.

One small step today is worth more than a perfect plan someday.

Get my free checklist