Practical later-life planning guides
These free guides are written by me, Caro Syson, founder of Your Final Matters in Hatfield, Hertfordshire. They give practical, non-legal help with later-life planning: getting organised, understanding your options and knowing when to see a professional.
I'm not a solicitor or financial adviser, so where you need legal or financial advice, each guide tells you, and points you to trusted free resources too.
Pick the guide that feels most urgent, and start there.
Who can help me organise my affairs before I die?
Solicitors, financial advisers, family and a practical organiser each do a different job. Here's who does what, and where to start.
Where can I attend a later-life planning workshop in Hertfordshire?
The workshops I run in Hatfield and online, who they suit, what they cost and how to book.
How do I talk to ageing parents about wills and powers of attorney?
Kind, practical ways to start the conversation, questions to ask, and what to do next.
Practical later-life planning before you see a solicitor
Get your information, wishes and questions in order first, so your solicitor appointment is quicker, clearer and better value.
Organising your ageing parents' information
How to gather and organise a parent's key information, documents and contacts, at their pace and with their agreement.
Digital legacy and digital assets
Passwords, accounts, photos and subscriptions: how to organise your digital life so it's secure now and manageable for others later.
Preparing executors and attorneys for their role
How to choose, ask and prepare your executors and Lasting Power of Attorney attorneys, with a simple 'where to find it' pack.
Sandwich-generation family planning
Practical planning when you're caring for ageing parents and children at the same time, without losing yourself.
Business blind spots for sole traders and microbusinesses
What happens to your business if you're ill or die, and the simple steps sole traders and microbusinesses can take now.
Funeral wishes and informed funeral choices
How to record your funeral wishes, understand your choices and ease money worries for the people arranging it.
Creating a family handover folder
Build one folder that tells your family what you have, where it is, who to contact and what you'd want.
Turning good intentions into completed actions
How to stop putting it off: small, realistic steps to get your later-life planning actually done.
Prefer to work through it with someone? My half-day Get Your Ducks in a Row workshop in Hatfield covers all of this step by step, with a workbook and checklists to take home. I also offer 1:1 support, and private workshops and talks for workplaces and groups across Hertfordshire.