About
What is the Personal Affairs Checklist? The Personal Affairs Checklist (PAC) is a document produced to help you keep a concise record of your personal affairs and papers. Investing a little time now to complete the PAC could save your spouse, partner, relatives or friends a great deal of time and expense in the future. Who is the PAC for? The PAC is for everybody. It is organised in three sections. • Section 1 gives information e.g. key advisers, location of your will etc, which might be needed quickly. • Section 2 covers your financial affairs: bank accounts, insurance policies, other assets. • Section 3 covers other general information e.g. employment record, membership of clubs, etc. The form is designed to meet many needs. You need only fill in those parts that are relevant to you.
You can also join this program via the mobile app. Go to the app