Skip to main content
Designer Legacy
Complimentary guide

My Estate Booklet

A complete guide to organising your estate and final wishes. Sixteen pages of guidance and fill-in pages so your family and executors can find everything that matters — in one trusted place.

  • 16 pages, print or complete on screen
  • Written for UK families and business owners
  • Yours at no cost — no obligation
Claim your complimentary copy
Cover of the Designer Legacy My Estate Booklet
What's inside

Everything your family will need to know

  • Accessing the important information & key contacts
  • Your will, executors and beneficiaries
  • The duties of an executor, explained
  • Powers of attorney
  • Inheritance tax thresholds and allowances
  • Gifts and annual exemptions
  • Financial accounts and miscellaneous records
  • Pensions & death benefit nominations
  • Life insurance and protection policies
  • Property assets and how they are owned
  • Digital and data access
  • My final wishes

Where shall we send it?

Enter your name and email and the booklet downloads straight away.

Email disclaimer:

By downloading this booklet, you consent to Designer Legacy using your name and email address to send you the booklet and occasional estate planning guidance. We will never sell, share or misuse your information. You may unsubscribe or request deletion of your details at any time by replying to any email we send. For more information, please see our privacy notice.

Begin today

Your legacy deserves considered care.

Schedule a private consultation to discuss how to reduce your taxes, safeguard your wealth, and add real value to your financial plan.

Loading booking calendar…

Most business owners assume their Will is enough. Take this 2-minute assessment to find out how well your estate is actually protected from inheritance tax, family disputes, and unintended beneficiaries — and get a free personalised report.

Protect your legacy. Honour your bloodline.