Entrepreneurs should prepare:

• Operating checklists & renewal calendars

• Board authorities & payment approvals

• Key contracts & client contacts

• Crisis management plans

This information, securely stored in Life After Me, helps teams continue running smoothly even in the founder’s absence.
👉 See our guide: Legacy Planning for Entrepreneurs: Passing on Values, Not Just Value

Beyond financial assets, entrepreneurs can store personal letters, founder stories, philanthropic wishes, and succession intent in Life After Me. This ensures that culture, vision, and values are preserved alongside wealth.
👉 Read more: Legacy Planning for Entrepreneurs: Passing on Values, Not Just Value

According to HSBC, 66% of global entrepreneurs have no exit plan. This lack of preparation can lead to business disruption, leadership gaps, and family conflict. Proactive succession planning reduces these risks and keeps operations stable.
👉 More in our blog: Legacy Planning for Entrepreneurs: Passing on Values, Not Just Value

Research shows that 66% of entrepreneurs have no exit plan and only 40% of affluent individuals have a written will. Without planning, business continuity suffers, decisions stall, and company value may erode. Legacy planning helps protect not only your assets but also your business culture and family values.
👉 Read more in our blog: Legacy Planning for Entrepreneurs: Passing on Values, Not Just Value

Life After Me provides a secure platform to store essential documents, insurance details, passwords, and recorded wishes. You can share access with Trusted Appointees and designate your estate planner as an Expert Adviser. This preparation makes your estate planning discussions more effective and reduces future stress for loved ones.
👉 Learn how: Getting Started with Estate Planning

Estate planning now also includes digital possessions such as email accounts, cloud storage, and social media profiles. In the EU, digital inheritance even falls under GDPR rights for data access and erasure. Documenting and storing this information ensures heirs can access or close accounts when needed.
👉 More in our blog: Getting Started with Estate Planning

You can start by creating a clear overview of:

• Finances (bank accounts, investments, pensions)

• Insurance policies (life, home, health, funeral)

• Mortgages and property deeds

• Digital assets (online accounts, passwords, cryptocurrencies)
  Also record your personal wishes — such as inheritance distribution, funeral preferences, and charitable donations.
  👉 See details in our blog: Getting Started with Estate Planning

Without estate planning, families may face delays, financial surprises, and unnecessary stress when trying to manage your assets. Important documents, passwords, or wishes may be missing or unclear, leaving loved ones with avoidable burdens.
👉 Learn more: Getting Started with Estate Planning

Estate planning is the thoughtful arrangement of your assets and legacy. It goes beyond tax and legal paperwork — it ensures clarity, peace of mind, and certainty for you and your loved ones. With proper planning, you decide how your financial and digital possessions should be managed and passed on according to your wishes.
👉 Read our full guide: Getting Started with Estate Planning

If documents can’t be found, families often face delays, legal costs, and unnecessary stress while piecing things together through solicitors, banks, and insurers. Good preparation avoids confusion and ensures a smoother process.
👉 Full article: Which Documents Are Essential for Your Estate Plan?