Financial accounts
Banks, savings, ISAs, pensions, investments and premium bonds, each with provider and reference.
Services / The Executor Pack
Everything your executor needs.
When the time comes, an executor faces dozens of questions. Where are the accounts? Who is the mortgage with? What about the email address everything is registered to? The Executor Pack puts the answers in one place, so nobody has to go looking during the worst weeks of their life.
40
pages
16
sections
1
place everything lives
01 / What it is
One pack, filled in at their own pace.
The Executor Pack is a professionally formatted template recording everything an executor, family member or loved one will need. The client completes it themselves, whenever suits, and keeps it alongside the will.
It does not replace the will and it is not a legal document. The will decides who inherits and who administers; the pack tells them where everything actually is.
02 / What's inside
Sixteen sections, in the order an executor needs them.
Property & assets
Property details, mortgage provider, vehicles, valuables and anything else that has to be located and managed.
Insurance policies
Life, home, car and private health — policy numbers, providers and who to call.
Important contacts
Solicitor, accountant, financial adviser, doctor, employer. Names and numbers, not job titles.
Digital accounts
Email, social media, subscriptions and online banking, with guidance on accessing or closing each.
Personal wishes
Funeral preferences, messages to loved ones, charity donations, arrangements for pets. The part families actually keep.
03 / Why it matters
Most executors spend weeks piecing together the basics.
Not because the estate is complicated, but because nobody wrote down where anything was. A pack turns that search into a document they open once.
Without a pack
- Hunting through paperwork for account numbers
- Policies missed entirely, and money left unclaimed
- Digital accounts nobody can access or close
- Guesswork about what the person actually wanted
With one
- Every account listed with a provider and reference
- Insurance found and claimed, not overlooked
- Digital life handled deliberately
- Wishes recorded in the person's own words
04 / For estate planners
Every will client is a pack client.
Offer it alongside every will you write. You recommend it, we produce and fulfil it, and you earn commission on every sale with no extra workload. It also gives you a natural, useful reason to be back in touch with the client later.
Want one, or want to offer them?
The pack lives on its own site. Have a look, or call and we will explain how the partner side works.