Financial Affairs

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 to note that information concerning your finances is of a very sensitive nature. You may wish to keep this part of the form separate from the rest, to ensure that it will be accessed only by the individual(s) that you want. It may be useful to consider filing this part of the form with your solicitor or creating a financial power of attorney. Creating a financial power of attorney involves selecting one person to be authorised to manage your financial affairs, should you be unable to do so.

For more information on organising your financial affairs, you might like to consult the following: 

The Law Society

Money Advice and Budgeting Services

Citizens Information

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 sensitive 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 As a result older versions of the form may be out of date.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, please contact The Irish Hospice Foundation or your solicitor for specific legal advice on a particular matter

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