Organising for your families future

 

Firstly, an Executor should see that the funeral wishes of the deceased are carried out properly and that all possessions are secured as quickly as possible.

 

This information has been prepared to help you carry out this function efficiently.

 

IN CASE OF MY DEATH

 

Key Information:

 

Funeral instruction/organ donation:

 

 

My Will was made on:

 

Is kept at:

 

People to contact immediately (name and phone number):

 

House keys are kept:

 

Car keys are kept:

 

Safe keys are kept/safe number is:

 

 

Personal Details:

 

Date this sheet prepared:

 

Full name:

 

Date of Birth:

 

National Insurance Number: 

 

 

Location and numbers of important documents and possessions:

 

House Title Number:

 

House Deeds are kept:

 

Car Reg No:

 

Log Book is kept:

 

Other Valuables are (list property, boats, jewellery, antiques, paintings etc, approximate value and location):

 

 

 

 

Asset details not listed already:

 

Bank Account name, no and approx amount:

 

 

Building Society name, no and approx amount:

 

 

Insurance/Share company name, no and approx amount:

 

 

Investment company, no and approx amount:

 

 

Debts:

 

Mortgage Co, no and amount:

 

Other:

 

 

 

Business Contacts:

 

Bank phone no and branch address:

 

 

Accountant name and phone no:

 

 

Financial Adviser name and phone no:

 

 

Insurance Broker name and phone no:

 

 

Pension Payer and phone no:

 

 

Employer name and phone no:

 

 

Doctor name and phone no:

 

 

*****IMPORTANT: PLEASE ENSURE THIS IS KEPT SOMEWHERE SAFE*****