Step 2: Sort out your financial issues
This step focuses on the four issues of:
- making a Will
- reviewing your financial resources and plans
- organising your finances so another person can help with their management
- appointing someone to manage your finances on your behalf.
Worksheet 1.2: organising my finances
Complete the worksheet by downloading a blank copy and filling it in.
Review your resources and plans
Organise your finances so another person can help