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What is NatWest Plan Ahead and why should I use it?

Plan Ahead is an online repository where you can capture your end-of-life wishes and key documents. Once you've created your plan, you can easily share your wishes with your loved ones and give them 24/7 access to your plans.

Who can use NatWest Plan Ahead?

In order to access Plan Ahead you must be a NatWest customer who is registered for online banking. Please note that NatWest Plan Ahead content is designed for customers residing in England and Wales. If you live in Scotland or Northern Ireland, some information may not be relevant for your place of residence.

Is NatWest Plan Ahead free to use?

Yes, Plan Ahead is a free to use tool for NatWest customers.

What if I change my end-of-life preferences in the future?

If anything changes, you can login and update your checklist to reflect your preferences and upload new documents on Plan Ahead at anytime.

I've already done my planning on paper, is NatWest Plan Ahead suitable for me?

Because Plan Ahead is an online repository you can easily upload any previous planning to the documents section. Plan Ahead also offers the functionality to share your wishes with your loved ones and give them 24/7 access to your plans.

I've already done some planning with another resource, is NatWest Plan Ahead suitable for me?

No matter what planning you've already done, Plan Ahead can help you consider ideas and options that other resources may not have covered. You can also upload any previous planning to the document section. Our tool helps you to audit the planning you've done so far using our checklist. Plan Ahead also offers the functionality to share your wishes with your loved ones and give them 24/7 access to your plans.

I already have a will. What does NatWest Plan Ahead offer that a will doesn't?

A will is a legally binding document and is a great start, but there are many end-of-life preferences that a standard will doesn’t always cover. Plan Ahead can help you think about what matters so that you can make clear choices for your end-of-life plan and make sure that your loved ones know exactly what you want and can follow your wishes.

I find death a difficult topic, should I use NatWest Plan Ahead?

We appreciate that death can be a difficult topic, and thinking about it can be challenging. NatWest Plan Ahead can help you to put things in to perspective, the preparation you do now will protect your loved ones from having to make difficult decisions in the future without your guidance.

It doesn't matter to me what happens after I die, should I use NatWest Plan Ahead?

You can use NatWest Plan Ahead to make sure your loved ones know that they have your permission to make their own decisions. You can also use NatWest Plan Ahead to look at other aspects of end-of-life planning that you may not have considered.

I want to help someone in my life get their affairs in order, how can I use NatWest Plan Ahead to do this?

We've designed the tool with simplicity in mind to help ensure it's accessible to all. Please note Plan Ahead cannot be used for another person. If you're a NatWest customer, the best way to help someone else use the tool would be to get to grips with how it works first. Once you understand it, it'll be easier for you to walk them through the process.

What happens to my plan if NatWest Plan Ahead isn't around in 50 years?

No matter what the future holds, we’re committed to protecting your information. If NatWest Plan Ahead had to close for any reason, we ensure all of our users have a copy of their plan to print or download for digital safekeeping elsewhere.