£250 per person | £200 for family members
It's the paperwork. The passwords. The "where did they keep ... ?"
The solicitor bills at £300 per hour just to START piecing it together.
The average executor spends over 50 hours sorting a loved one's estate.
£4.5 billion sits unclaimed in forgotten UK bank accounts.
27 million Brits don't even have a Will.
Your family doesn't need that stress. You can sort it all in ONE day.
✓ You're supporting ageing parents and need to know what's sorted (and what's not)
✓ You're a business owner who can't afford to leave chaos behind
✓ You're divorced or single and need to protect yourself and your kids
✓ You've been "meaning to sort this" for years but keep putting it off
✓ You've got a Will but haven't looked at it in 10+ years
✓ You want to spare your family the stress, confusion and legal bills
You’ll cover:
You’ll leave with:
✓ Wills & Lasting Powers of Attorney
✓ Bank accounts, pensions & inheritance tax basics
✓Digital legacy (passwords, accounts, social media)
✓ Funeral wishes & planning options
✓ Probate explained (what actually happens)
✓ Equity release myth-busting
✓ Property, pets & personal wishes
✓ 70-page colour workbook (print + digital)
✓ Over 40 step-by-step checklists
✓ A clear, organised action plan
✓ Direct access to 4 expert advisors
✓ Peace of mind for you & clarity for your family
✓ A ready-made "Everything You Need To Know" folder
✓ Optional follow-up appointments booked
I started Your Final Matters after helping my mum (who turned 92 this year!) get all her paperwork sorted.
I realised how overwhelming it all was - and how unprepared most of us are for the admin side of ageing and death.
I've worked in finance and property for 35 years, I'm a funeral celebrant,
and a single mum of 4. And I STILL found it a lot.
That's why I created this workshop - so you don't have to figure it out the hard way, and your family doesn't get left with a mess.
Steve Bish
WILLS & LASTING POWERS OF ATTORNEY
20+ years helping families with estate planning in plain English.
Darren Cohen
EQUITY RELEASE
17+ years experience offering whole of market equity release.
Rebecca Nkoane
INHERITANCE TAX PLANNING & PENSIONS
25+ years Chartered Financial Planner status, specialising in retirement and estate planning and inheritance tax planning.
Sharon Garson
PARALEGAL PROBATE EXPERT
supporting families through probate matters with kindness and empathy and her residential conveyancing expertise.
MORNING
☕ 9:15am - Registration, Coffee & Pastries
📋 9:45am - GETTING ORGANISED
- Facts & Documents (Caro)
- Wills & Powers of Attorney (Steve)
- Pensions & Inheritance Tax (Rebecca)
- Digital Legacy & Protecting What You've Built (Caro)
☕ Mid-morning break included
🍽️ 12:45pm - Two-Course Lunch
AFTERNOON
📋 1:30pm - PLANNING AHEAD
- Equity Release Explained (Darren)
- Funeral Wishes & Planning (Caro)
- Probate Process (Sharon)
☕ Mid-afternoon break
💬 4:00pm - Panel Q&A (All Experts)
✅ 4:30pm - Your Next Steps & Wrap-Up
Done by 5pm ✓
- Your partner spends weeks trying to find the pension.
- Your kids disagree about the funeral because you never said.
- Your executor is 80 hours in - and still counting.
- Your solicitor is on £300 an hour to untangle what you left behind.
- None of that has to happen.
If you have a question that is not answered below, feel free to reach out for more information here.
Anyone aged 40-65 who needs to get organised - especially if you're supporting ageing parents, running a business, or responsible for others. Couples, siblings, and parent/adult-child pairs especially benefit from attending together.
Absolutely! Family members get 20% off (£200 instead of £250). It's ideal for couples or adult children supporting parents.
The workshop covers general information and guidance. All 4 experts are available for individual follow-up appointments if you need specific personal advice.
You can move to a future date with 7 days notice (one time only). See full terms at booking.
Everything: 70-page colour workbook (print + digital), 40+ checklists, 2-course lunch, all refreshments, access to 4 expert speakers on the day, and follow-up support options.
Don't miss out on the next face-to-face workshop - limited spaces to keep things personal.