The planner that turns overwhelming life admin into calm, confident clarity

Designed by a 5-star rated estate planner - A planner to organise finances, wishes, documents and much more.

Perfectly Planned Planner £35

FREE POSTAGE

Printed to order - Thoughtfully designed - Delivered to your door

Why you'll love the

Everything in one place
Peace of mind for you & your family
Designed by a 5-star rated estate planner
Shaped by hundreds of real family questions
Built on over a decade of experience

"Sure to be a best seller"

"I feel a weight has been lifted now I have completed the planner. I thought I was organised but the planner highlighted lots of details I still needed to sort for my family"

Feel Organised & In Control

Designed by a 5-Star Rated Estate Planner

Created by a Trustpilot 5-star rated estate planner, trusted by families across England and Wales to bring clarity and peace of mind.

Transforms overwhelming life admin into simple clarity

Clear guidance that helps you organise your affairs with confidence and peace of mind.

Everything is easy to find and beautifully set out for those you love most

So your family can access the right information at the right time, without confusion or added stress.

One place for everything that matters, so nothing is left to chance

Everything in One Place

Everything is easy to find when it matters most.

Peace of Mind for You & Your Family

Reduces stress for you now - and your family later.

Simple, Guided & Jargon Free

Keeps important details clear, current and organised.

ABOUT ME

Clare Sutherland

I’m Clare Sutherland, a professional will writer and estate-planning specialist with years of hands-on experience helping individuals and families put vital legal documents in place, including Wills, Trusts and Lasting Powers of Attorney.

Over the years, I’ve seen the same questions come up time and time again — Where do I keep everything? What information will my family need? How do I make this easier for them?

The Perfectly Planned Planner was created in response to those exact questions, bringing together the information my clients most often struggle to organise, in one clear, calm and practical place.

This planner isn’t theory — it’s built from real conversations, real concerns, and real-life experience of what families truly need when it matters most.

STILL HAVE QUESTIONS?

Frequently asked questions

Who is the planner for?

This planner is ideal for anyone who wants to feel more organised and prepared — particularly homeowners, parents, couples, and those planning ahead for the future.
You don’t need to be “good at admin” to use it.

Will this help my family is something happens to me?

Yes — that’s one of its biggest benefits.
Everything is clearly laid out in one place, making it far easier for loved ones to find key information without stress or guesswork.

Is this suitable if I already have a Will or LPAs?

Yes. In fact, it works alongside your existing documents by recording where everything is stored, your wishes, and practical details your legal paperwork doesn’t cover.

What makes this different from a notebook or folder?

This planner has been professionally structured by a 5-star rated estate planner, based on real experience of what families struggle to find when it matters most.
It’s thoughtful, practical, and purpose-built — not generic.

What if I don’t know all the answers yet?

That’s completely normal. The planner helps you identify what matters and what’s missing, so you can gather information over time rather than feeling overwhelmed.

Can I see the contents page?

Yes, of-course the contents includes:

Getting organised

Personal Information

Medical Details

My Last Will

Funeral Arrangements

Lasting Powers of Attorney

Financial Details

Executors Information

Accounts & Passwords Login Information

Messages of Love

Secure Storage

Business Information

Useful Resources