At Derbyshire Community Bank, we want to help you manage your money well—not just today, but for the future too. Our LifeBook is a practical tool designed to help you stay organised by keeping track of your important financial and personal details in one place.
Your LifeBook is a simple way to keep your important and useful information in one place.
Do you have a will? Power of Attorney? Pensions? Have you thought about your preferred funeral arrangements?
What if you are suddenly unable to deal with your affairs? Or simply forget? Having the basic information in a single document makes it easier for your loved ones to deal with your affairs in an emergency to make sure your mortgage is paid, utility firms notified and your wishes are understood.
Follow the step-by-step instructions to fill in the various sections with your details, contacts and locations of important documents. You don’t need to complete everything, and it may take a while to find all the information.
We find that this LifeBook has been invaluable as a conversation starter with our family members. Some people find these questions difficult talk about. The LifeBook is a helpful way to talk together about some important matters.
This LifeBook is for you, your family members, friends, colleagues, clients.
You can download your LifeBook in printable PDF format or as a Microsoft Word file to fill in, print and save on your computer.
LifeBook-My Important Information DCBank (PDF 491KB)
Stay Organised – Keep all your key financial details in one place, making it easier to manage your money and plan ahead.
Peace of Mind – Ensure your loved ones can access important information in case of an emergency or when you’re no longer around.
Simplify Financial Planning – Track your bank accounts, savings, pensions, and loans without sharing sensitive details like balances or passwords.
Help Loved Ones Make Informed Decisions – If family or trusted friends need to handle your finances, they’ll know where to start.
Ensure Your Wishes Are Known – Record your funeral preferences, wills, and power of attorney details to prevent confusion later.
Support Financial Wellbeing – A key part of our mission as a credit union is helping members manage their money wisely. This tool helps you take control of your finances for the future.
