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Personal & Legal Protection → PEACE OF MIND PLANNER
Peace of Mind Planner
Organising What Matters Most.
Access the Planner
Overview
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 centralise 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 the Planner Includes
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Personal Identification

Passport details, Emirates ID, birth certificates, and residency status documentation.

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Financial Accounts

Bank account numbers, investment portfolios, share certificates, and insurance policies.

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Digital Assets

Passwords, login credentials, cloud storage, and social media accounts management.

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Legal Documents

Wills, Powers of Attorney, prenuptial agreements, property deeds, and trust instruments.

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Healthcare Directives

Medical POAs, emergency contacts, allergies, and preferred hospitals.

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Family Instructions

Guardianship preferences, funeral wishes, and contact lists for advisors.

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Personal Identification

Passport details, Emirates ID, birth certificates, and residency status documentation.

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Financial Accounts

Bank account numbers, investment portfolios, share certificates, and insurance policies.

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Digital Assets

Passwords, login credentials, cloud storage, and social media accounts management.

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Legal Documents

Wills, Powers of Attorney, prenuptial agreements, property deeds, and trust instruments.

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Healthcare Directives

Medical POAs, emergency contacts, allergies, and preferred hospitals.

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Family Instructions

Guardianship preferences, funeral wishes, and contact lists for advisors.

Why It Matters
Where assets freeze and procedural delays are common upon death or incapacity, having a well-organised planner can significantly reduce stress and confusion for surviving family members.

Especially for expatriates and globally mobile families, the Planner bridges jurisdictions – providing a single, clear reference point regardless of where in the world your loved ones may be.

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“Access the Peace of Mind Planner and take the first step toward complete personal and family preparedness.”
Secure Your Access
Download the digital workbook to start organizing your life’s most critical details today.
  • Digital PDF Workbook
  • Step-by-step Checklist
  • Family Advisor Directory
Frequently Asked Questions
The Planner itself is not a legal document, it is an organisational tool. However, it references and centralises your key legal documents (Wills, Powers of Attorney, trust instruments, etc.) so that they are easily accessible to your trusted family members or advisors when needed.
Yes. The Peace of Mind Planner is a private, confidential document. It should be stored securely and shared only with trusted individuals, such as your executor, attorney-in-fact, or a close family member, on a need-to-know basis.
We recommend reviewing and updating your Planner at least annually, or whenever significant life events occur, such as a change of address, acquisition of new assets, updates to legal documents, or changes in family circumstances.
No. The Planner is a complement to, not a substitute for, legal documents such as a Will, Power of Attorney, or Trust. It organises and references those documents, but the legal instruments themselves must be formally drafted, executed, and registered separately.
You should provide access to one or two trusted individuals, ideally a named executor, your attorney-in-fact, or a close family member. They do not need to read the entire document on a regular basis, but they should know where it is stored and how to access it in an emergency.
Yes. While the Planner is designed with the UAE context in mind, its structure is relevant for anyone wishing to centralise and organise their critical personal, financial, and legal information, regardless of residency.