Personal Affairs Checklist

The latest edition of the Personal Affairs Checklist, published by Chartered Accountants Ireland, is now available.

The Personal Affairs Checklist is a document to help you keep a concise record of your personal affairs and papers.

You can use it to record confidential information that may be needed in an emergency, such as your death or incapacity.

It includes:

  • contact details for your key advisers
  • the location of your will
  • details of your bank accounts, insurance policies, properties, shares & other assets

Investing a little time now to complete the checklist could save your spouse, partner, relatives or friends a great deal of time and expense in the future.

Download the Personal Affairs Checklist from my website


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