Be ready for whatever life throws at you
You can’t predict the future – that is why it pays to be prepared.
Putting your personal information, from your investment details to where you keep your spare keys, in a Harris Tate Personal Journal is an easy and secure way to ensure everything happens as you envisaged, after you are gone.
Download the Harris Tate Personal Journal (373Kb .pdf)
- Open it in Adobe Reader and type into the text fields, then print
- Or, print it out first and complete by hand
- Fill out the document as thoroughly as possible
- Courier the completed journal back to us or drop it off at our offices
For security reasons, don’t email or post to us. We’ll keep it secure at our office.