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Dying Tidily

Personal Data Sheet: Appropriate Advice and Recommendations to the Elderly (and Others) for leaving ones affairs in good order
Ralph Ray FTII BSc (ECON), TEP Solicitor and Consultant with Shoosmiths and Harrison

1 January 1997

Personal Data Sheet - Appropriate Advice and Recommendations to the Elderly (and Others!) for leaving one's affairs in good order. Ralph Ray FTII BSc (ECON), TEP Solicitor and Consultant with Shoosmiths & Harrison

Introduction

One does not have to be wealthy or elderly to appreciate that financial affairs become increasingly complex in our 20th Century society: nothing is simple. As that is true of the lifetime situation, the problem becomes more acute on a death when the next-of-kin are faced with that traumatic experience. The difficulties can, however, be considerably eased if one's affairs are left in a tidy order.

To assist in this aim a pro forma is set out here whereby an individual can provide the main, basic information of his/her financial affairs in an easily understandable form.

It is suggested that the pro forma be completed as soon as an individual has any assets of substance, e.g. a home and particularly if famil...

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