Five practical steps you can take today to make your executor's job dramatically easier. From organising documents to recording your wishes — here's where to start.
You've chosen someone you trust to be your executor. That's an important step. But have you actually made their future job manageable? Here are five practical things you can do right now to make a huge difference.
This is the single most valuable thing you can do. Your executor needs to know about every bank account, savings account, pension, investment, and insurance policy you have.
For each account, record:
Don't forget about old workplace pensions, dormant savings accounts, and Premium Bonds — these are commonly overlooked.
Your executor will need to speak to various professionals. Make a note of:
Your Will might mention funeral preferences, but your executor needs to know these before probate — often within days. Write down whether you want burial or cremation, any specific locations, music choices, or other preferences.
This removes the guesswork during an already emotional time.
We all have dozens of online accounts. Your executor will need to close or manage many of them. Consider recording:
You don't necessarily need to share passwords — but knowing which accounts exist and how to contact the providers is invaluable.
All of the above — accounts, contacts, wishes, digital life — can be captured in a single, professionally organised document called a Life Pack.
Rather than creating your own spreadsheet or folder system, a Life Pack guides you through the process and produces a comprehensive, secure document that sits alongside your Will.
It's the easiest way to prepare everything your executor needs in one go.
You don't need to do everything at once. Start with a simple list of your bank accounts and build from there. Or, if you want to get it all done properly, order a Life Pack and we'll guide you through the entire process.
Give your executor everything they need in one organised document.
Order your Life Pack today and give your executor the gift of clarity.
Call 0333 049 5033