Executor Information Pack Editor

Fill in the details below to generate your Executor Information Pack

👤 1. Personal & Identity Details?Your core identity details. Record where to find documents rather than full reference numbers.

Maiden name or previous names — helps executors trace older accounts.
Record where to find these — not advisable to write the full numbers here.
Birth, marriage, civil partnership and divorce certificates. Originals are needed for probate.

🏥 2. Medical & Care Wishes?Where to find your medical information and any advance decision. This records locations, not medical advice.

Where any Advance Decision, advance statement or DNACPR form is kept.

📜 3. Will & Legal Documents?Where your original will, letter of wishes and any Lasting Powers of Attorney are kept.

Executors need the original, not a photocopy. Name the solicitor or storage service holding it.
Note both LPA types (Property & Financial / Health & Welfare), your attorneys, and where the documents are.

📞 4. Key Contacts?Executors, attorneys, advisers and people to notify. Add a row for each.

Executors, attorneys, professional advisers and the people who should be told. Add a row for each.

💰 5. Accounts, Assets, Policies & Liabilities?Banks, savings, pensions, investments, property, insurance and debts. Record references or the last four digits only — never full numbers or PINs.

Banks, savings, pensions, investments, Premium Bonds, property, insurance policies and any debts. One row each. Record references or the last four digits only — never full account numbers or PINs.

💼 6. Employer, Income & Benefits?Income sources and any benefits being received that will need to be stopped.

Benefits stop on death and the DWP must be told — the Tell Us Once service notifies most government departments at once.

💳 7. Regular Payments & Subscriptions?Recurring payments that will need cancelling or transferring.

Utilities, council tax, direct debits, memberships and streaming services that will need cancelling.

📱 8. Digital Assets & Online Accounts?A personal assets log of online accounts. Never record passwords here — keep them separately and note where to find them.

Never write passwords or PINs in this pack. Keep a "personal assets log" of online accounts (Law Society guidance). Store passwords separately in a password manager or sealed note, and tell your executor where to find it.

🐶 9. Pets & Their Care?Who should care for your pets, the vet, and any funding.

Who should care for them, the vet, and any funding. The Cinnamon Trust and RSPCA can help rehome bereaved pets.

🌿 10. Funeral Wishes?Burial or cremation, any pre-paid plan, and your personal wishes.

Provider, plan number and where the paperwork is, if any.
Music, readings, flowers or donations, and any faith considerations.

🔑 11. Household, Access & Document Storage?Where keys and documents are kept. Record locations only — never alarm codes or safe combinations.

Record where these are — never write alarm codes or safe combinations in this pack. Store those separately.

✅ 12. Completion & Storage Details?Where this pack is kept and when to review it.

Review at least once a year, or after any major change.

Your Information Pack is Ready

Review your Executor Information Pack below

Export to Word for bespoke situations where additional customisation or manual editing is required beyond the standard template.

Instant Download

Unlock Your Information Pack Now

Get instant access to both the Interview Version (guided) and this Editor Version in Word & PDF formats

✔ Interview Version (Guided)
✔ Editor Version (Manual)
✔ Word & PDF Formats
✔ Print Unlimited Copies
✔ Use Forever
✔ 30-day money-back guarantee*
£20
One-Time Payment
No subscriptions, ever

Lifetime Access • Editor & Interview formats • Lifetime Updates • No subscription

30-Day Money-Back Guarantee

We stand behind every template we sell. If something's technically wrong, we'll make it right.

You're Covered If:

  • File is corrupted or won't open
  • Missing content described on product page
  • Technical errors prevent use as described
  • File format incompatibility that prevents editing

Why you probably won't need this: You can preview the full template with watermark before purchase – so you'll know exactly what you're getting.

Bought the Wrong Template?

Mistakes happen – we get it. Within 30 days, here's how we can help:

Template Swap: We'll cancel your original and issue a different template of equal or lesser value.

Store Credit: Full purchase amount to use on any template. Never expires.

Offered at our discretion for genuine mistakes – we reserve the right to decline repeat or unreasonable requests.

How to Request:

Email [email protected] within 30 days with your order number.

We aim to respond within 2 business days. Approved refunds processed within 5 business days.