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Care & Will Planning2 min check

Later-Life Planning Checklist

See which essential later-life documents you have in place and which gaps to address.

Short answer

Six things every UK adult should have in place by 60: 1) Will (updated for current family/assets), 2) Two LPAs (Property & Finance + Health & Welfare), 3) Pension nominations (death benefit forms), 4) Funeral wishes, 5) Digital legacy (passwords, accounts), 6) Care preferences (where you want to live, what care you'd accept). Without LPAs, families face a £3,000–£10,000 Court of Protection deputyship if you lose capacity.
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What's in place

How it works

The checklist scores your current preparedness across legal, financial and personal categories, then prioritises gaps by impact and cost. LPAs and a current will are top priorities — both are inexpensive and prevent serious problems.

Worked example

A 65-year-old with a will from 1995 and no LPAs scores 30%. Priority list: register both LPAs (~£164 total), update will (£200–£500), nominate pension beneficiaries (free), then write funeral wishes.

Who should use this

  • Adults aged 50+
  • Anyone with children, a partner or significant assets
  • People with parents in their 70s+ (used as a conversation starter)
  • Recently widowed or divorced people

Common mistakes

  • ×Assuming a spouse automatically inherits everything (only true with a will)
  • ×Doing only the Property LPA and not the Health one
  • ×Outdated wills naming ex-spouses or deceased people
  • ×Forgetting digital accounts — locked phones lock out everything

Frequently asked questions

Can I write my own will?

Yes but mistakes are common. Use a STEP-qualified solicitor for anything beyond a simple estate.

Do LPAs need a solicitor?

No — DIY via gov.uk costs £82 each. Solicitors charge £200–£500 each but check capacity and wording.

When does a will become invalid?

On marriage (unless made in contemplation of marriage). Divorce removes the ex-spouse but doesn't void the rest.

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