Work & Business
Document your employment history and business interests so your family has everything they need if something happens to you.
What you can document when logged in
Business Details
Record your company name, registration number, business type, and key information for continuity.
Key Contacts
Note business partners, accountants, solicitors, and other essential professional contacts.
Contracts & Agreements
Record where important business documents, contracts, and agreements are stored.
Assets & Liabilities
Document business assets, outstanding loans, and financial obligations your family may need to address.
Employment History
Log current and past employment, pension entitlements, and workplace benefits.
Succession Planning
Leave instructions for what should happen to the business if you become incapacitated or pass away.
"My family had no idea how to keep the business running. We wish Dad had left us a guide."
When David passed away unexpectedly at 61, his family were left to manage a small plumbing business he'd built over 30 years. They didn't know who his accountant was, where the business bank account was held, or which contracts were still active.
It took months of searching through paperwork, calling suppliers, and working with solicitors to piece together the picture. Tens of thousands of pounds in outstanding invoices were never recovered because no one knew they existed.
"If Dad had written it all down — even just the basics — it would have saved us six months of heartache on top of our grief."
— David's son, James
Sign up to document your work and business details for your family.