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Important documents for your Will

30
Jan

2019

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.

Record of your personal details

It is good to provide the following information:

  • Your full name and surname (along with any previous names you were known by)
  • Address
  • Marital Status (ideally with a copy of your Marriage Certificate)
  • Date of Birth & Place of Birth (ideally with a copy of your Birth Certificate)
  • Your Occupation
  • Name & Address of your GP (ideally with your NHS Number)

Banking/Building Society Details

Details of your bank/building society, along with a statement.  

Details of Investments

List any investments you have, such as ISAs and pensions and provide supporting evidence such as statements and share certificates.

Insurance Policies

List any insurance policies you have, such as mortgage protection and life insurance and provide supporting evidence such as policy documentation.

List of Debtors

Provide an overview of any outstanding debts, such as:

  • Mortgage Statement
  • Credit Card Statements
  • Loan Statements
  • Utility Bills
  • Lease / Hire Purchase Agreements
  • All other outstanding bills/commitments

Property Information

It will be handy to keep your Will with your property deeds and keys (from the main home and any other homes)

Vehicle Information

Keep your Vehicle Registration documents, along with a set of keys

Inventory of property and possessions

List all your main possessions, an up to date market valuation

Funeral Wishes

Provide an outline of what you would like at your funeral and include the details if you have prepaid for a funeral.

List of Contacts

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:

  • Leaving it with a solicitor
  • Letting a Will Writing service store it for you
  • Depositing your Will with the Probate Service
  • Keeping it yourself

Whatever you decide make sure you advise your Executor, so that when the time comes they know where to look.

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