Maiden name or previous names — helps executors trace older accounts.
🏠
Your home address
🎂
Date of birth & status
🆔
Identity document locations
Where to find them — not the numbers themselves.
📑
Personal certificates
Birth, marriage, civil partnership and divorce certificates. Originals are needed for probate.
🏥
Your GP & NHS number
🫀
Medical decisions
Where any Advance Decision, advance statement or DNACPR form is kept.
📝
Other medical notes
📜
Your will
🗄
Where your will is kept
Executors need the original, not a photocopy.
⚖️
Letter of wishes & LPA
Note both LPA types, your attorneys, and where the documents are.
📞
Key contacts
Executors, attorneys, advisers and people to notify. Add a row for each.
💰
Accounts, assets & liabilities
Banks, savings, pensions, investments, property, insurance and debts. Record references or the last four digits only.
💼
Employer & income
🏛️
Benefits to stop
Benefits stop on death — the Tell Us Once service notifies most government departments at once.
💳
Regular payments
Utilities, council tax, direct debits, memberships and subscriptions to cancel.
📱
Digital accounts
Your online accounts and what you would like done with each.
Never write passwords or PINs in this pack. Keep a "personal assets log" of accounts (Law Society guidance); store passwords separately and tell your executor where to find them.
🐶
Pets & their care
Who should care for them, the vet, and any funding.
🌿
Funeral type & plan
Provider, plan number and where the paperwork is, if any.
🕯️
Funeral wishes
Music, readings, flowers or donations, and any faith considerations.
🔑
Keys & documents
Locations only — never codes or combinations.
Record where these are — store codes/combinations separately.
👥
Who knows about this pack
✅
Storage & review
Where this pack lives, and when to review it.
Review at least once a year, or after any major change.
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Review your Executor Information Pack below
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