Make decisions about your future care and what you want to happen when you're gone, get a will, store important documents and information, and easily share it with your loved ones.
Create and share your plans for free
Plan Ahead is designed for NatWest customers living in England and Wales, aged 18 and over, who are registered for Online Banking and have a valid UK mobile number
Assets and wealth
Safely store copies of your important documents, let your loved ones know who you bank with, whether you have life insurance, and all the other important things they need to know about your financial life.
Will
Get ready for a conversation with a solicitor, learn about how to make a lasting Power of Attorney, and store copies of the documents for free when you've got them done.
Key person access
Nominate up to three important people to have access to your plan, stored documents and details of your financial life so they have the information they need in a difficult time
Funeral planning
Have a favourite song you'd like played? A particular place you'd like to be buried? Let your loved ones know
Healthcare wishes
Think through what health care and treatment you'd like to receive and let your loved ones know how you would like to be cared for
Plan Ahead does not create or produce any legally binding documents. You should seek independent legal and financial advice in making any legal documetns such as wills or Powers of Attorney. The information you upload to Plan Ahead should be kept up to date so that it can be relied upon by those who you have shared your plan with.