Life Packs
A Life Pack captures everything your executors and loved ones need to know — the ultimate guide to your life, wishes, and affairs.
Essential Data Points
Categories Covered
Comprehensive Document
The most comprehensive personal record available. Everything your executors and family need — organised, secure, and always up to date.
What Is a Life Pack?
A Life Pack is Barrett-Smith & Doulton's flagship product — a comprehensive personal record that captures over 270 essential data points about your life, assets, wishes, and affairs. When someone passes away, their family is often left not knowing where important documents are, what accounts exist, what subscriptions need cancelling, or even what their loved one's wishes were. A Life Pack eliminates this uncertainty entirely. It is a meticulously organised document that brings together everything your executors and family need — from bank accounts and insurance policies to digital passwords, subscription services, utility providers, and personal wishes. Think of it as the ultimate instruction manual for your life — ensuring that nothing is missed, nothing is forgotten, and your family is not left searching through drawers and paperwork during the most difficult time of their lives.
Why You Need a Life Pack
- ✓The average estate takes 12-18 months to administer — a Life Pack can halve this time
- ✓Executors often spend weeks tracking down accounts, policies, and documents
- ✓Digital assets (email, social media, subscriptions) are frequently overlooked without a record
- ✓Reduces stress and confusion for your family during an already difficult time
- ✓Captures over 270 data points including contacts, accounts, wishes, and practical information
- ✓Regularly updated to keep pace with changes in your life
What's Included
- ✓A comprehensive consultation covering all aspects of your life and affairs
- ✓Personal details, family contacts, and key relationships
- ✓Complete financial record: bank accounts, savings, investments, pensions, debts
- ✓Property details, vehicle information, and valuable possessions
- ✓Insurance policies, utility accounts, and subscription services
- ✓Digital accounts, passwords, and online presence
- ✓Medical information, GP details, and medication records
- ✓Funeral wishes, memorial preferences, and personal messages
- ✓Location of important documents (Will, deeds, certificates)
- ✓Professional contacts: solicitor, accountant, financial advisor
- ✓Securely stored and easily updated as your circumstances change
Over 270 Data Points Across 12 Categories
Your Life Pack is meticulously organised to ensure nothing is missed. Here is what we cover.
Personal Details
Full name, date of birth, National Insurance number, passport, driving licence and more
Family & Contacts
Next of kin, family members, key friends, neighbours and emergency contacts
Financial Accounts
Bank accounts, savings, ISAs, investments, premium bonds and cryptocurrency
Pensions & Retirement
State pension, workplace pensions, private pensions, annuities
Property & Vehicles
Property deeds, mortgage details, vehicle registrations and valuations
Insurance Policies
Life insurance, home, motor, travel, health and pet insurance policies
Digital Accounts
Email accounts, social media, online shopping, cloud storage and streaming services
Utilities & Subscriptions
Gas, electric, water, broadband, phone, TV and magazine subscriptions
Medical Records
GP details, hospital consultants, medications, allergies and medical conditions
Professional Contacts
Solicitor, accountant, financial advisor, estate agent and other professionals
Important Documents
Location of Will, deeds, birth certificates, marriage certificates and passports
Wishes & Preferences
Funeral wishes, memorial preferences, charitable donations and personal messages
Life Pack vs Will — What's the Difference?
Your Will
A legal document that specifies WHO inherits your assets and WHO manages your estate. It deals with the legal distribution of your wealth.
Your Life Pack
A practical document that tells your family WHERE everything is, HOW to access it, and WHAT needs to be dealt with. It is the essential companion to your Will.
Together, a Will and a Life Pack provide complete peace of mind for you and your family.
Transparent Pricing
Life Pack from £199 | Couples Life Pack from £299 | Discounted when bundled with Will packages
No hidden fees. All prices include a free initial consultation and comprehensive data gathering session.
Frequently Asked Questions
Give Your Family the Ultimate Peace of Mind
A Life Pack ensures your loved ones are never left guessing. Over 270 essential details, meticulously organised in one comprehensive document.