Organizing what matters most

At Ma’an, we help you build and maintain your peace of mind. This Planner ensures your legacy is not only protected, but accessible when it matters most. The Peace of Mind Planner is a confidential, comprehensive document designed to centralize your most important personal, financial and legal information in one secure place. It serves as a practical roadmap for your loved ones, ensuring they know exactly what to do, where to find critical documents and how to manage your affairs, especially during times of emergency, incapacity or loss.

What it includes

The planner typically covers:

• Personal Identification: Passport details, Emirates ID, birth certificates and residency status
• Financial Accounts: Bank account numbers, investment portfolios, share certificates and insurance policies
• Digital Assets: Passwords, login credentials, cloud storage and social media accounts
• Legal Documents: Wills, power of attorneys, prenuptial agreements, property deeds and trust instruments etc.
• Healthcare Directives: Medical POAs, emergency contacts, allergies and preferred hospitals
• Family Instructions: Guardianship preferences, funeral wishes and contact lists for advisors

Where assets freeze and procedural delays are common upon death or incapacity, having a well-organized planner can significantly reduce stress and confusion for surviving family members. Especially for expatriates and globally mobile families, the planner bridges jurisdictions.

Find out more about our other services.