MBP Life Organiser

No-one likes to think about the worst happening, but:

• If your home was destroyed, would you have backed-up copies of all of your essential documents?
• Do your family know where to find your insurance policies, vehicle ownership papers, etc?
• Do you have you phone, electricity and other household service suppliers’ details all in one place?
• Have you documented your funeral wishes?

We all know we need to have our affairs documented and in order. However, as it seems such an onerous task, how many of us actually get around to doing it? As a result, we have developed the Life Organiser to help you make this essential task happen.

The Life Organiser is a central register for all matters relating to you. It has been developed to to assist you in managing your affairs and to make sure that you have all of your important information documented and backed-up electronically. It includes all of your key personal, financial, property, insurance and business details.

Although most people find it unpleasant to think bout the possibility of disability or death, advance planning like this can reduce potential distress for loved ones, who will consequently be responsible for managing your affairs.

If you don’t have your business and personal affairs documented collated and backed-up in a central point, then we recommend you use this service.

You will be given an electronic Life Organiser template (in Word document format). This will become your register for all of your important and essential documents. This register will guide you in collating all of the necessary documents. This can be a lengthy process because you may not have located some of the documents for many years.

Together we will set a time frame for completing the register and collating all of the information required to complete your Life Organiser. The time frame will be set to fit around your other commitments. We will give you a follow-up call to see how you are progressing with completing your Life Organiser as you approach your deadline.

Upon completion of your Life Organiser, we will store all of the information you provide us electronically in a safe and secure manner. We will also hold a paper copy of key documents and can provide you with a paper copy as well if you wish. Each year when we conduct your annual business plan or client review, we will refer to the Life Oraganiser to see if anything needs attention or if there are any areas you may wish to update.

We recommend that you begin using this service as soon as possible, as you never know what is around the corner.

Imagine the peace of mind and time you can save when you have all of your essential documents stored in a central place. As a result, your family will have an easier and less distressing time if they have to take control of your affairs unexpectedly.

Taking the time to set-up a Life Organiser will…

• Make you take action to document all your affairs so they are consequently easier to manage in future.
• Save you time and hassle in the future as with a central register there is very limited time wasted looking for documents when you need them.
• Ensures that your personal details and wishes are documented and backed-up.
• Ensures that your insurance coverage details and records is readily accessible when you need it the most.
• Store hard and soft copies of your most essential documents so that they can be accessed and updated easily.
• Give you peace of mind knowing that you are prepared should something happen unexpectedly.
• Give you a sense of security knowing that a back-up of all of your essential documents is stored at MBP.
• Access to your essential records when you need them most. Therefore, even if your house burns down, we still hold copies for you.
• Offer you an ability to have a review of your Life Organiser with the MBP team at any time.
• Reduce the distress, worry and uncertainty for your family when dealing with your affairs, should you become unable to unexpectedly.