Since launching the business last year, one of my key commitments has been to strengthen the support we provide to clients and their families during some of life’s most challenging moments. As part of that commitment, we are delighted to introduce our Family Continuation Pack.

Designed as a central source of information and guidance, the document brings together important financial, legal, practical, and personal information in one secure place. In the event of death or loss of capacity, it is intended to provide loved ones and executors with the information they need, when they need it most.

We are pleased to offer the Family Continuation Pack as a complimentary service for our Ongoing Wealth Planning and Private Client families. We believe this forms an important part of our commitment to intergenerational planning and helping families preserve not only financial wealth, but also knowledge, organisation, and continuity for future generations.

Including:

• A summary of your financial arrangements, assets, liabilities, and important accounts, contact details and reference numbers
• Details of pensions, investments, protection policies, mortgages, and other wealth structures
• The location and/or copy of your Will, trusts, powers of attorney, and important legal documents
• Contact details for advisers, solicitors, accountants, trustees, and key institutions
• Funeral wishes and other personal preferences
• Information regarding digital assets and the secure location of passwords
• Important household information and ongoing commitments
• Personal messages, family values, and wishes you would like future generations to know

Importantly, the Family Continuation Pack is designed to be a living document. As circumstances change and your planning evolves, the information can be reviewed and updated alongside your ongoing financial planning arrangements with us.

The final bound Legacy Pack is not produced or presented until it is required. This ensures that the information your family receives is accurate, relevant, and up to date at the time it is needed.

While the document itself is an important resource, we believe its true value lies in the support that accompanies it.

Many of our clients’ spouses, children, and wider family members already know us through our ongoing work together. The Family Continuation Pack helps ensure that your loved ones know exactly where to turn for support during what can be an emotional and overwhelming period.

Included within the Pack is an invitation for family members and executors to contact us should they require assistance. Executors are often entrusted with significant responsibility at a difficult time, and many people find themselves navigating the process for the first time. Whilst we do not replace the role of a solicitor or professional executor, we can help provide clarity around your financial arrangements, coordinate with professional advisers, explain practical next steps, and act as a reassuring point of contact throughout the process.

Recipients also receive our Bereavement & Next Steps Guide, a practical resource designed to help families and executors understand the key stages following a death. This step-by-step guide helps identify what actions may need to be taken, who may need to be contacted, and how responsibilities can be managed in a structured and organised way.

Together, the Family Continuation Pack, Bereavement & Next Steps Guide, and ongoing support from Claudia and the Narrative admin team are designed to help reduce uncertainty, ease the administrative burden on loved ones, and provide reassurance when it matters most.

We see this as a fundamental part of both financial planning and family wellbeing.

If you would like to begin by creating your Family Continuation Pack via our online tool, I would be delighted to hear from you.