Planning ahead for later life: download your free checklist

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Planning ahead for later life starts with understanding what matters most. Download our free checklist to organise important information, record your wishes and help you and your loved ones feel more prepared for the future.

Annabel James
Written by  Annabel James
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Download our free checklist

Most families aren’t prepared for later life.
Download our free checklist to organise important information, record personal wishes and identify your next steps.

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Planning ahead makes all the difference

Planning ahead for later life isn’t just about paperwork. It’s about understanding what’s important to the person you care for, making sure their wishes are respected, and making things easier for everyone if circumstances change.

You don’t need to tackle everything at once. Our checklist helps you see what’s already in place, what still needs doing, and what your family would need to know if a loved one could no longer manage things themselves.

How the checklist can help you

The Later Life Planning Checklist is a practical tool to help you organise the important things that matter for the future, giving you and your loved ones greater clarity and peace of mind.

It covers seven key areas, from discussing future wishes and organising important paperwork to managing finances, keeping health information accessible and recording important contacts.

map and compass

Peace of mind for the future

Planning ahead isn’t about expecting the worst. It’s about making sure your wishes are understood and the important information is in place if circumstances change.

The Later Life Planning Checklist helps you take practical steps at your own pace, from organising paperwork and finances to recording health information, important contacts and personal wishes. Having these details readily available can make things easier for you and the people you trust.

You don’t need to complete everything today. Start with three priorities, then return to the checklist over time. A little preparation now can help bring greater clarity and reassurance for the future.

In Partnership With

Simplicity Cremations is a trading name of Dignity Funerals Limited. Dignity Funerals Limited is a company registered in England No. 00041598. VAT registered No. 486 6081 14. Registered office: 4 King Edwards Court, King Edwards Square, Sutton Coldfield B73 6AP. Dignity Funerals Limited is authorised and regulated by the Financial Conduct Authority under Firm Reference Number 967130.

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