Using the nota:bene system

In an emergency, you want quick and simple paperwork at hand, so we've created a perfect system to record and store everything, making it easier for your proxy to step in when needed and handle the next steps. Would they naturally know how to manage your household bills, your pet’s routine, where all your door, window and shed keys are or how to access your devices? Our lives are complex, and much of this critical information is in our heads.

The NOTA:BENE System signposts the latest guidance in probate and end-of-life planning, along with practical help and information that your loved ones will need in an emergency.

“Your loved ones will know WHAT exists, WHERE to find it and HOW to access it - simple!”

CONTENTS

With three key areas—People, Possessions, and Principal Documents—our System helps you easily organise essential details, digital access, belongings, wishes, and legal aspects.

For each section there are Proxy sheets, designed to follow during times of need. When it’s hard to think straight, these checklists provide clear, step by step guidance, helping to manage essential tasks with ease and clarity. It’s a valuable tool to support your Proxy when they need it most.

Take it Slowly – you’re in control. If you need a hand, our one-to-one  Consulting Service is available.

Keep It Simple and Relevant – and only include your most recent documents.

Let it Grow with You – it’s a living, adaptable resource tailored just for you.