Wiseplan Digital estate planning
Guidance

Understanding what lies ahead.

Wiseplan isn't a law firm, and we don't handle probate or power of attorney for you. What we do is make both far simpler to prepare for. These plain-English guides explain what's involved - and where Wiseplan helps.

Our guides

Checklist

Getting your affairs in order: the complete UK checklist

A plain-English checklist for getting your affairs in order - documents, accounts, wishes and the conversations that matter.

8-minute read · Updated 10 September 2026

  • Money, property and paperwork - what goes on the list
  • Digital life, wills, LPAs and wishes
  • How to keep it current, not just complete
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Documents

What documents should you keep, and for how long?

Which paperwork to keep, what can go, and where to keep it so your family can actually find it.

6-minute read · Updated 10 September 2026

  • What to keep forever, and what can go
  • The six-year rule for tax records
  • Where to keep it so it gets found
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Digital life

What happens to your online accounts when you die?

Email, social media, subscriptions and logins - how to leave a clear inventory your family can use.

6-minute read · Updated 10 September 2026

  • Email first - the master key to everything
  • Money, subscriptions and social accounts
  • The free tools platforms already give you
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Family

How to talk to your family about wills and wishes

Ways into the awkward conversation - how to raise wills, attorneys and funeral wishes without ruining Sunday lunch.

5-minute read · Updated 10 September 2026

  • Why it feels hard - and how to reframe it
  • How to start with parents and partners
  • What to write down afterwards
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Moving

Just moved house? 9 things to update beyond the obvious

Beyond the redirect and the meter readings - will, LPA addresses, deeds, insurance and the rest.

5-minute read · Updated 17 September 2026

  • The officials, the money and the rest
  • The two updates that protect your family
  • Will and LPA checks after a move
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While you're alive

Lasting Power of Attorney, explained

What an LPA is, the two types, and how to set one up step by step.

6-minute read · Updated 11 September 2026

  • What an LPA is, and why it is made early
  • The two types, explained
  • How to set one up, step by step
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After someone dies

Probate, explained

What probate is, what an executor actually does, and where the time goes.

7-minute read · Updated 11 September 2026

  • What probate is, and when it is needed
  • What an executor actually does
  • The steps, and where the time goes
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