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Wills Guide

Making Information Easy For Loved Ones To Find

Take a few simple steps now and you can help make life easier for your loved ones when you pass away.

1. Make a record of your important personal information

This should include:

  • Your national insurance number and tax office
  • Your place and date of birth
  • Your next of kin’s contact details
  • The location of your Will, Power of Attorney and any other important documents (e.g. the title deeds to your house)
  • Contact details for the people you want to be notified of your death
  • Contact details for your banks, lawyers, accountants and financial advisors
  • Account details for online banking, email, social media, and other digital services
  • Passwords for computers, smartphones and other digital devices
  • The location of any devices, hard drives, or memory cards containing music or photos that you want to pass on
  • Any specific instructions for your loved ones to follow.

2. Tell your loved ones where to find the record, or send them a copy

Keep the original somewhere safe but easy to find and access in case of emergency.

3. Send a copy to your solicitors if they have your original will

Your solicitors can then pass the information on to whoever you want in the event of your death.

4. Consider other arrangements

You can also help your loved ones by recording how you’d like them to carry out your funeral, or by arranging a pre-paid funeral plan yourself.

You might also want to record a log of your personal and financial affairs to make sure they don’t get any surprises while dealing with your estate.

If you have any questions about how your estate will be managed when you’re gone, call us today on 0370 1500 100 or contact us online to find out how our Tax, Trust & Estate solicitors can help.

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