The MAP File – My Afterlife Plan

END-OF-LIFE WEALTH AND LEGACY PLANNING SERVICES

Losing a loved one is hard enough. In a time of grief, no one wants the added stress of trying to locate paperwork, forgotten account details or unclear instructions.

Cadenze’s MAP File gives your family and friends the gift of clarity in a difficult time. It’s a unique service that brings your estate planning and legal documents into one secure, easy-to-access place. Simple and organised, you’ll have peace of mind that your final wishes can easily be carried out.

What is the MAP File?

Planning what happens when you are gone can be a sensitive subject. Which is why the MAP File is more than simply a folder of documents. It is an evolving and strategic plan for how you want your wealth distributed and your final wishes enacted.

Here’s how it works:

Step 1:

You meet with one of our team to discuss your end-of-life plan. That includes a discussion of your wealth, assets, liabilities, what distributions you would like to make, along with all the information needed for your loved ones to put this into practice when the time comes.

Step 2:

We consolidate all your key information in one central file, including:

A comprehensive summary of your personal wealth and assets
Clear details of your wishes and how you intend to distribute your wealth and assets
All estate planning documents and contact details for advisors, insurers, and legal representatives
Annual updates with our expert team so that your plan continues to evolve with your life
Expert insights, strategic advice and actionable steps from our accountants

Step 3:

You continue to meet with your dedicated account manager annually to ensure the MAP File remains up to date and in line with your current wishes. The file will evolve with your life, recording any changes as necessary.

Step 4:

When needed, your family can access the MAP File quickly and efficiently to take the stress out of carrying out your end-of-life plans.

Why Choose Us For Your MAP File?

End-of-life planning can feel confronting, but with Cadenze, you are not doing it alone.
Here’s why our approach stands out:

1. Expert Financial & Tax Guidance

We don’t just collect documents. Rather, we structure your estate to minimise liabilities, manage tax implications for any beneficiaries, and safeguard your assets.

2. A Total Picture of Your Wealth

You’ll have a total picture of your wealth with a clear, organised summary of everything you own and how you want it managed.

3. Annual Reviews and Updates

Cadenze keeps your plan current by scheduling annual reviews with you so that it always reflects your latest wishes, assets and family circumstances.

4. Peace of Mind for All

With all the information anyone could ever need all in one place, your loved ones will have a simple and secure guide to follow when they need it most.

5. The Personal Touch

We know these conversations can be emotional. Our team know and understands this, so we are here to guide you with empathy, care, and professionalism.

Your Final Plan, Simplified

The MAP File is not just a practical document, it is a thoughtful gift that can provide your loved ones with clarity and organisation. Plus, you can ensure you leave a legacy that truly reflects your wishes.

Whether you are creating an estate plan for the first time or reviewing an existing arrangement, we will ensure you have a plan that reflects your true wishes.

It’s time to plan today for tomorrow. Contact the team at Cadenze Partners to start your MAP File and take the first step toward peace of mind.