The planner is printed to order - please allow 2 weeks for delivery
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
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Printed to order - Thoughtfully designed - Delivered to your door
Why you'll love the planner
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.
What customers are saying...
Peace of mind begins with being perfectly prepared
For the past decade, I’ve noticed something.
Even the most organised people often say the same thing:
"How will my family know what to do when I go?", "How will they know where everything is?"
More and more we are living in a paperless society, bank accounts and bills from suppliers won't always have a paper trail. Important details are scattered across folders, emails, drawers — and memory.
If something happened, their family would be left piecing it together.
That’s exactly why I created The Perfectly Planned Planner.
It’s a calm, beautifully structured way to record everything your loved ones would need — clearly and at your own pace.
Inside, you’ll capture:
•Key personal and family details
•Practical checklists & executor checklists
• Finances, accounts and policies
• Property and important documents
• Digital life and passwords
• Wishes and heart felt messages
While preparing for the future may feel daunting, it is one of the greatest acts of care for those we cherish.
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
Copyright © 2024 Clare Sutherland Wills & Trusts