When the time comes, your executor will face dozens of questions: Where are the bank accounts? Who's the mortgage provider? What are the login details? The Executor Pack puts all the answers in one professionally formatted template — so they don't have to search for them during the hardest time of their life.
An Executor Pack is a professionally formatted template that records all the important information your executor, family, or loved ones will need when you're no longer here. You fill it in yourself at your own pace. It sits alongside your Will and makes the administration of your estate dramatically simpler.
Bank accounts, savings, ISAs, pensions, investments, premium bonds — every financial account listed with provider details and account references.
Property details, mortgage providers, vehicle information, valuables, and any other significant assets your executor will need to locate and manage.
Life insurance, home insurance, car insurance, private health — all policy numbers, providers, and contact details in one place.
Solicitor, accountant, financial adviser, doctor, employer — everyone your executor might need to contact, with names and numbers.
Email accounts, social media, subscriptions, online banking — guidance on accessing or closing your digital life.
Funeral preferences, messages to loved ones, charity donations, pet care arrangements — the personal details that matter most.
Most executors spend weeks — sometimes months — piecing together basic information. 24% of named executors never even start the role because the task feels too overwhelming. An Executor Pack eliminates that struggle entirely.
You've written your Will — now make sure your executor can actually carry out your wishes without the guesswork. The Executor Pack is the missing piece.
Help your parents get organised while they can. An Executor Pack ensures you know exactly where everything is when the time comes.
Offer Executor Packs as an add-on service to your clients. Increase revenue per client while providing genuine extra value. We handle the fulfilment.
Complement your estate planning services with a professionally produced Executor Pack. Your clients get complete peace of mind.
If you're an estate planner or will writer, you can offer Executor Packs to your clients and earn commission on every sale. We handle the production, printing, and posting — you just make the recommendation.
Earn commission on every Executor Pack you sell. It's additional revenue for a service your clients genuinely need.
You collect the information, we produce the pack. Professionally printed, bound, and posted directly to your client.
Every Will client is an Executor Pack prospect. It's the natural next step and an easy upsell that clients genuinely appreciate.
Visit myexecutorpack.co.uk or speak to your estate planner about adding an Executor Pack to your estate plan.
Your professionally formatted Executor Pack template is delivered by email as a PDF. 16 guided sections with clear prompts so you know exactly what to fill in.
Complete each section with your own details — bank accounts, pensions, insurance, contacts, funeral wishes, and more. Take your time. Update it whenever things change.
Print your completed Executor Pack and store it alongside your Will. Let your executor know where to find it. When the time comes, they'll have everything they need.
No. A Will is a legal document that says who gets what. An Executor Pack is a practical companion document that tells your executor where everything is and how to access it. They work together.
Yes — it's your document to update whenever you like. We recommend reviewing it annually or whenever there's a significant change — new bank account, house move, change of insurance provider, etc.
Keep it with your Will — either at home in a secure location or with your solicitor. Make sure your executor knows where to find it.
Get in touch and we'll set you up as a partner. You recommend the Executor Pack to your clients, collect the information, and we handle production and fulfilment. You earn commission on every sale.
Give your executor the gift of clarity. Visit myexecutorpack.co.uk to order your Executor Pack or get in touch to find out how to offer them to your clients.
