Family notes | Advance Wealth

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Please read this first. This page is only a prompt to help you organise information for your family. It does not replace a will, lasting power of attorney, trust, or legal advice. Advance Wealth Limited is authorised and regulated by the FCA. Completing this page is not financial, tax or legal advice and does not instruct us to change any product. Privacy: anything you type stays only on your own device or browser. It is not sent to Advance Wealth, not visible to us, and not stored by us. Do not enter passwords, PIN codes, recovery codes, security answers, or anything else that could be used to access an account.

Who this is for

Use first names. This letter is from you, in your words.

My full name This letter is for A short opening, if you want one

Papers, work and funeral

Locations and names only. Skip anything that does not apply.

Where the important papers live Who else already knows where things are Work or company benefits contact Our usual planner at Advance Wealth Other firms that look after policies or accounts Funeral wishes, if you have them Anyone to tell straight away

Phones, photos and locked accounts

Set this up while you are alive. A locked iPhone can keep photos and messages out of reach.

iPhone: Settings, your name, Sign-In and Security, Legacy Contact. Give that person the access key Apple creates. A Legacy Contact can request certain eligible account data, not everything on the phone.
Facebook: add a legacy contact in Facebook memorialisation settings, or note whether you want the account memorialised or removed.
Instagram: check Instagram’s own memorialisation settings (they are not the same as Facebook’s), or note whether you want the account memorialised or removed.
Google: Inactive Account Manager.
Prefer a password-manager emergency kit stored with your solicitor or in a safe.

Do not write passwords, PIN codes, recovery codes, security answers, the iPhone passcode, or a recovery phrase here.

Have I already added an Apple Legacy Contact? Who? Where the Apple access key or sealed device note is kept Photos I particularly want the family to have Google, Android or other device plan Facebook wish and any legacy contact already named Instagram wish and any memorialisation preference LinkedIn, X or other accounts Email accounts they will need to deal with (address only; family should use each provider’s deceased-account process) Password manager used, and where emergency access is set up Other locked devices, libraries or digital items

People to speak to

Contacts only. This list is not a recommendation to take any product or legal step.

Accountant

Solicitor

Someone I trust to sit with the family Anyone else who should be told together Anyone who already has a spare key or alarm code Any extra personal note

Finish and keep a copy

Save on this phone first. Then print a paper copy and tell one trusted person where it lives.

I have told this person where the letter lives Date I completed this

Subjects families often raise with their own advisers, when they are ready: whether a will still fits, whether protection should be reviewed, whether business paperwork needs a solicitor, and whether any debts or gifts are already covered by the will. Those are topics, not instructions from Advance Wealth.