Free practical resource
Family Financial Continuity Checklist
Use this checklist to identify what your spouse or family can already find, what still depends on one person, and what needs a clearer instruction.
1. What we own
2. Protection
3. Legal documents
4. Access
5. People to call
6. Family instructions
Your continuity test
Could the right person find the complete picture within 24 hours, understand who to call, and cover the next three months without relying on you? Any “no” is a useful place to begin.
Turn the checklist into one clear plan.
Cedar Capital can help map the gaps, organise the records, and build a continuity plan your family can follow.
Book a Private Legacy Review