Posted by Michelle Young, Will Writing & Estate Planning Expert
Writing a Will is one of the most important tasks you will have undertaken, but it is vital that other information can be located quickly. We have put together a checklist of what needs to be made readily accessible after someone dies.
By providing the listed information and documentation, this will greatly assist your Executor(s) and speed up the probate process. Here is a list of items that we suggest you keep alongside your Will.
It is good to provide the following information:
Details of your bank/building society, along with a statement.
List any investments you have, such as ISAs and pensions and provide supporting evidence such as statements and share certificates.
List any insurance policies you have, such as mortgage protection and life insurance and provide supporting evidence such as policy documentation.
Provide an overview of any outstanding debts, such as:
It will be handy to keep your Will with your property deeds and keys (from the main home and any other homes)
Keep your Vehicle Registration documents, along with a set of keys
List all your main possessions, an up to date market valuation
Provide an outline of what you would like at your funeral and include the details if you have prepaid for a funeral.
Address book of close friends and relatives who need to be informed
As well as ensuring that you have written your Will and are keeping relevant information alongside your Will, it is important that you store it in a place where others can find it. Ways of storing a Will include:
Whatever you decide make sure you advise your Executor, so that when the time comes they know where to look.
Field marked * is optional
We will now match you up with suitable Will Writers who will call you to discuss your requirements. The Will Writers we work with aim to get in touch within 48 hours.
If you are considering writing a Will, you might also be interested in a funeral planning.
A funeral plan allows you to pay for your funeral, ensuring that your loved ones aren’t faced with any unexpected costs.
We will now match you with suitable funeral plan providers who will call to discuss your requirements. The providers we work with aim to get in touch within 48 hours.
To learn about funeral plan packages, we have put together an overview of the different levels of funeral packages available.