Legal and Financial

Recording your legal and financial information

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In these sections of the Think Ahead form, you will record key legal and financial information.

Legal (Section 3)

In this section of the form you can record information about your legal affairs. For example:

  • Will — Have you made a will and if so, who is the executor?
  • Succession Act — If you do not make a will, the provisions of the Succession Act 1965 will decide how your possessions are distributed.
  • Power of attorney — Have you appointed a power of attorney?

Financial (Section 4)

In order to make it easier for your family or next of kin to arrange your financial affairs after your death, this section allows you to record the following details, where relevant to you:

  • Bank accounts
  • Insurance information
  • Life assurance
  • Credit cards
  • Pensions
  • Mortgage documents / house deeds
  • Other financial assets / debts

Disclaimer; The Think Ahead Form was created by the Irish Hospice Foundation in good faith for general information purposes only and does not constitute legal or professional advice. The information contained in this form may be time senstitive and is subject to change without notice due to changes in legislation. Every effort has been made to assure the correctness of all information contained in the form at the time of publication. As a result older versions of the form may be out of date. If in doubt contact The Irish Hospice Foundation or your solicitor for specific legal advice on a particular matter. If using the editable version of the Think Ahead form it should be first downloaded onto a personal device, saved and completed electronically. The Irish Hospice Foundation does not store any of the information that you enter on the form. It is your responsibility to store and safeguard this information. If you wish to ensure the section on advance healthcare directives is legally binding, it is necessary to print and physically sign the form.

More From This Section:

Making a Will

Wills Every adult should make a will. Even if you do not have a lot of money or property, you still need to have a will if you want to be sure that your affairs are dealt with after your death in accordance with your wishes. If you die without making a will, then your […] Read more >

Power of Attorney

Enduring Power of Attorney There are two kinds of power of attorney – a general or “common law” power of attorney and an enduring power of attorney. A general power of attorney is a document in which you authorise someone else to do something on your behalf. It could be an authorisation to sell property […] Read more >

Rights of Succession (Succession Act)

Dying without a will If you die without making a will, your money and assets, or your ‘estate’, will not pass automatically to your spouse or children. If you do no make a will, there are laws governing rights of succession — the amount your spouse, children and other family members can inherit. In Ireland, if […] Read more >

Financial Affairs

Recording details of your financial affairs This section of the Think Ahead form provides a place for you to record relevant information about your financial affairs. You can provide details about things like: Bank accounts Insurance information Life assurance Credit cards Pensions Mortgage documents / house deeds Other financial assets / debts It is important […] Read more >

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