Just In Case Handbook — organise the essentials for the people who matter most

Life moves fast. When circumstances change or someone dies, having the right information in one place makes an enormous difference to loved ones left to manage practical and legal matters. That’s why we created the Just In Case Handbook — a simple, practical template to help you gather and preserve the details your family will need when it matters most.

Why this handbook matters

• Save time and stress for your family at a difficult moment.
• Ensure your wishes (funeral, executors, powers of attorney) are known and accessible.
• Keep critical documents, accounts and contacts organised in one place.
• Helpful for expats and cross-border families — record residency dates, overseas accounts and cross-jurisdiction contacts.

What’s inside

The handbook is structured so it’s quick to complete and simple to keep up to date. Key sections include:

• Personal details & ID numbers
• Essential wishes (power of attorney, organ donation, funeral preferences)
• Professional contacts (adviser, solicitor, doctor, accountant)
• Bank accounts, cards and safe-deposit info
• Property, pensions, investments and trusts
• Income, benefits and employment details
• Liabilities and regular expenses (mortgages, utilities, subscriptions)
• Digital accounts, devices and where to find photos and passwords
• Residency history — invaluable for cross-border tax and succession planning

(Full contents and templates available in the handbook).

Who should use it

• Anyone who wants to make life easier for their family and executors.
• Families with members living in different countries.
• Clients who are planning for succession, retirement or repatriation.

How to use the handbook

1. Download the handbook.
2. Complete as much as you can — start with the essentials (contacts, wills, key accounts).
3. Store a copy securely (and tell a trusted person where it is).
4. Review annually or after major life events (move, marriage, new child, inheritance).

Our promise

This handbook is provided free for personal use by Partners Like Us. It’s intended to support families, not as legal advice — please consult your solicitor or adviser for legal or tax decisions.

Get your copy and start organising today:

Download the Just In Case Handbook created by Partners Like Us

If you’d like, we can:

• Walk through the handbook with you during a review meeting.
• Help you complete the parts that link directly to your financial plan.
• Provide a copy of the handbook in Word.

Contact the Team at Partners Like Us and we’ll arrange a convenient time.