✅
Free Compliance Tool
UK Executor Information Pack Compliance Checklist
Prepare a comprehensive information pack for your executors so they can administer your estate efficiently.
This interactive checklist covers:
• Personal Details Documentation
• Will Location & Information
• Professional Contacts
• Important Documents Location
• Financial Summary
• Regular Payments & Subscriptions
• Digital Assets & Accounts
• Funeral Wishes
• People to Notify
• Additional Information & Accessibility
All 43 compliance points are covered. The template handles all of them automatically.
This interactive checklist covers:
• Personal Details Documentation
• Will Location & Information
• Professional Contacts
• Important Documents Location
• Financial Summary
• Regular Payments & Subscriptions
• Digital Assets & Accounts
• Funeral Wishes
• People to Notify
• Additional Information & Accessibility
All 43 compliance points are covered. The template handles all of them automatically.
Interactive checklist • Save progress • Download as PDF • Full version unlocks free with email
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Or skip the checklist — have it all done for you with the template for £10 →
How to Use This Checklist
Click each checkbox to mark items as complete. Your progress is automatically saved to your browser. Use this checklist to verify every requirement before, during, and after creating your Executor Information Pack.
✅ Preparing Your Executor Information Pack
1. Before starting: Gather all relevant documentation and information before starting
2. While completing: Verify every section against all 43 compliance points
3. Before signing: Review all sections for completeness before finalising
⚠️ Key Executor Information Pack Requirements
📋 Key Purpose: An Executor Information Pack gathers all essential information your executors will need to administer your estate after your death. It saves time, reduces stress, and ensures nothing is overlooked during a difficult period.
⚖️ Legal Framework: Executors have legal duties under the Administration of Estates Act 1925 and the Trustee Act 2000. They are personally liable for errors in estate administration.
🚫 Critical Requirements: Location of the original will, details of all assets and liabilities, contact details for professional advisers, digital account information, and funeral wishes.
📝 Best Practice: Store the pack securely but accessibly, update it regularly, inform your executors where to find it, and include both financial and practical information they will need.
🔵 Understanding Importance Levels
🔴 Critical: Must have — legally required or essential for enforceability
🟡 Important: Should have — protects your position and prevents disputes
🔵 Recommended: Nice to have — best practice for comprehensive coverage
1. Personal Details Documentation (5 items)
Full Legal Name and All Names Used
You have recorded your complete legal name exactly as it appears on official documents, plus any previous names (maiden names, former married names, nicknames on accounts). Executors need all name variations to track down assets held under different names. Banks often have accounts under old names.
🔴 Critical
Date and Place of Birth Documented
Your complete date of birth and place of birth are recorded. Executors need this information for death registration, accessing pension records, and proving identity to financial institutions. Place of birth helps locate birth certificates.
🔴 Critical
National Insurance Number Recorded
Your National Insurance number is documented. Executors need this for final tax returns, claiming state pension arrears, notifying HMRC of death, and accessing DWP records. Essential for completing probate valuations.
🔴 Critical
Key Document Numbers Listed
Passport number, driving licence number, and NHS number are recorded. These help executors prove your identity when closing accounts, accessing medical records, or dealing with overseas assets. Document numbers speed up administrative processes.
🟡 Important
Current and Previous Addresses Noted
Your current address and any recent previous addresses are documented. Some assets may still be registered at old addresses. Electoral roll information at previous addresses helps trace old bank accounts and confirm identity.
🔵 Recommended
UK Executor Information Pack Compliance Checklist
43 Points | www.templatesuk.com
2. Will Location & Information (4 items)
Original Will Location Clearly Stated
The exact location of your original signed will is documented with specific details: at home in desk drawer, with solicitor firm name and address, in bank safe deposit box with access details. Executors MUST have the original will to obtain probate - copies are not acceptable. Do NOT store the will somewhere requiring probate to access.
🔴 Critical
Will Date and Solicitor Details Recorded
The date your will was signed and the name/contact details of any solicitor who prepared it are documented. The date helps confirm this is your most recent will. Solicitors keep copies and notes that may help executors understand complex provisions.
🔴 Critical
Codicils and Amendments Noted
Any codicils (amendments to your will) are documented with their locations. Codicils must be found and presented with the original will during probate. Missing codicils means the wrong provisions apply.
🔴 Critical
Named Executors Identified with Contact Details
The full names and current contact details for all executors named in your will are recorded. This helps family notify the right people immediately and allows executors to coordinate from the start. Include backup executors if named.
🟡 Important
3. Professional Contacts (4 items)
Solicitor Contact Information Provided
Your solicitor's name, firm, phone number, and email are documented. Solicitors hold copies of your will, know about trusts or complex provisions, and can guide executors through probate. They may also hold important documents.
🔴 Critical
Accountant Details Recorded
Your accountant's contact details are provided. Accountants have tax records, business accounts if self-employed, and can help executors complete final tax returns and Inheritance Tax forms. They know about assets that may not be obvious.
🟡 Important
Financial Advisor Contact Information
If you use a financial advisor, their contact details are documented. Advisors have records of all your investments, pensions, and insurance policies. They can value investments at date of death and help locate old policies or pensions you may have forgotten.
🟡 Important
GP and Employer Contact Details
Your GP practice details and employer/HR department contacts are provided. GP practices hold medical records needed for death certificates. Employers have information on death in service benefits, final salary, holiday pay owed, and pension scheme details.
🔵 Recommended
⚡
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4. Important Documents Location (5 items)
Personal Certificates Location Documented
The location of your birth certificate, marriage certificate(s), and divorce decree(s) are recorded. Executors need these to prove identity, register death, and confirm marital status for inheritance rights. Originals are required for probate in some cases.
🔴 Critical
Property Documents Location
Where to find property deeds, Land Registry title documents, mortgage paperwork, and leases. Executors need these to prove property ownership, contact mortgage lenders for redemption statements, and sell or transfer property to beneficiaries.
🔴 Critical
Insurance Policies Location
Where all insurance documents are stored: life insurance policies, critical illness cover, mortgage protection, home insurance, vehicle insurance. Executors must claim on life policies and notify insurers of death. Unclaimed insurance runs into millions annually.
🔴 Critical
Vehicle Documents and Keys
Location of vehicle log books (V5C), MOT certificates, service history, and spare keys. Executors need V5Cs to sell or transfer vehicles. Vehicles can't be sold without log books. Service history affects resale value.
🟡 Important
Asset Inventory Location
Where your complete asset inventory document is stored. The inventory lists all assets, account numbers, and valuations - saving executors months of searching. Reference to other important records like tax returns and business accounts.
🔴 Critical
5. Financial Summary (5 items)
Main Bank Account Details Listed
Your primary bank or building society account details are documented: bank name, sort code, account number. Executors need this immediately to freeze accounts, access funds for funeral costs, and eventually close accounts. The main account is usually where salary/pension is paid.
🔴 Critical
Main Savings and Investment Accounts
Details of your primary savings accounts, ISAs, and investment platforms are recorded with account numbers. While your full asset inventory has every account, highlighting the main ones helps executors prioritize and access significant funds quickly.
🟡 Important
Main Pension Provider Details
Your largest pension scheme details are documented: provider, policy number, type of pension. Pensions often represent the largest asset. Executors must contact providers to claim death benefits for nominated beneficiaries. Without policy numbers, this takes months.
🔴 Critical
Life Insurance Policy Details
Main life insurance policy details are highlighted: provider, policy number, sum assured. Life insurance proceeds may fund funeral costs and support family before probate completes. Executors should claim immediately but need policy numbers.
🔴 Critical
Safe and Security Information
Location of any safes, safety deposit boxes, or secure storage with how to access them. Never include safe combinations or keys in this pack - store separately and tell executors the location. Document what the safe contains so executors know to look for it.
🟡 Important
6. Regular Payments & Subscriptions (4 items)
Essential Household Bills Listed
Utilities (gas, electricity, water), council tax, and home insurance are documented with provider names and account numbers. Executors must continue paying essential bills to protect the property until it's sold or transferred. Unpaid bills reduce estate value.
🔴 Critical
Direct Debits and Standing Orders
Major direct debits and standing orders are listed: mortgage, loan repayments, insurance premiums, phone contracts. Executors should review bank statements but a summary helps them immediately identify which payments to cancel and which to maintain.
🟡 Important
Subscription Services to Cancel
Subscriptions that should be cancelled are listed: streaming services (Netflix, Spotify), gym memberships, magazine subscriptions, software subscriptions, cloud storage. These drain the estate if not cancelled. Annual subscriptions can cost hundreds.
🔵 Recommended
Charitable Donations to Notify
Regular charitable donations via direct debit or standing order are documented so executors can notify charities of your death. Charities can stop direct debits and may send condolence messages. Some may appear in bank statements under reference numbers.
🔵 Recommended
⚡
Limited Time Only
You've Done the Research. Now Finish It.
Complete executor information pack template – all clauses included, professionally drafted.
Fill in your details in minutes and you're done.
£10 – Own It Forever
Create Your Executor Information Pack Now
→
✅ 30-day money-back guarantee*
Preview before you buy • Lifetime updates • No subscription
7. Digital Assets & Accounts (4 items)
Email Accounts Listed
Your email addresses are documented (not passwords). Executors need to access emails to identify creditors, find statements, locate online accounts, and notify contacts. List both personal and work emails. Note which is your primary email for important accounts.
🔴 Critical
Social Media Accounts Identified
Your social media accounts are listed: Facebook, Twitter, LinkedIn, Instagram. Executors need to memorial or close these accounts. Family may want to preserve photos and memories. Social media companies have specific procedures for handling deceased users' accounts.
🔵 Recommended
Digital Assets with Value Documented
Digital assets with financial value are noted: cryptocurrency wallets, PayPal accounts, online gambling accounts, domain names, monetised blogs/YouTube channels, cloud storage with important files. These are estate assets executors must secure and value.
🔴 Critical
Password Document Location Specified
You have documented where executors can find password/login information - but NOT included actual passwords in this pack. Common storage: sealed envelope with solicitor, password manager with master password in safe, trusted person holds copy. Never email passwords or store unencrypted.
🔴 Critical
8. Funeral Wishes (5 items)
Burial or Cremation Preference Stated
Your preference for burial or cremation is clearly documented. Family needs this information immediately as funerals typically occur within two weeks. Your will may not be read until afterward. If no preference, state this so family can decide without guilt.
🔴 Critical
Pre-Paid Funeral Plan Details
If you have a pre-paid funeral plan, the provider name and plan number are documented. The funeral director needs this information to arrange everything according to your pre-paid plan. Without plan details, family may pay again for a second funeral.
🔴 Critical
Religious or Non-Religious Service
Your wishes regarding religious or non-religious ceremony are stated with any faith affiliation. This guides family in selecting appropriate venues, officiants, and ceremony format. If you want specific clergy or celebrant, provide their contact details.
🟡 Important
Specific Funeral Preferences
Any specific wishes are documented: favourite music or hymns, readings, poems, dress code, flowers or donations to charity instead. If cremation, what should happen to ashes. These personal touches make the service meaningful and give family clear direction.
🟡 Important
Organ Donation Status
Your organ donation wishes are clearly stated: registered donor, do not wish to donate, or family should decide. If registered, note this so family can notify medical teams immediately. Organ donation requires quick action after death.
🔵 Recommended
9. People to Notify (3 items)
Close Family and Friends Listed
Names and contact details for close family members and friends who should be notified are documented. Include those who might not learn about your death through normal family networks: old friends, distant relatives, godchildren. Relationships should be clear.
🟡 Important
Employer and Colleagues
Your employer's HR department contact and any specific colleagues who should be informed are listed. Employers need to arrange final salary payment, process death in service claims, and notify workplace pension schemes. Colleagues may want to attend funeral.
🟡 Important
Organizations and Clubs
Clubs, societies, charities, or volunteer organizations you're involved with are listed with contacts. These groups would want to know, may send tributes, or have membership benefits that should be claimed. Professional bodies may have insurance or benevolent funds.
🔵 Recommended
10. Additional Information & Accessibility (4 items)
Additional Guidance for Executors
Any other information executors should know is documented: family dynamics to be aware of, beneficiaries who may need extra support, business continuity if self-employed, pet care instructions, property maintenance issues. Context helps executors navigate sensitive situations.
🔵 Recommended
Pack Storage Location Communicated
Your executors and close family know where this information pack is stored and how to access it. The pack is useless if no one can find it. Store where executors can access WITHOUT needing probate - so not in a bank safe deposit box.
🔴 Critical
Pack Dated and Reviewed
This information pack has a completion date and you have set a reminder to review it annually. Life changes - you move house, change banks, update your will. An out-of-date pack sends executors on wild goose chases for closed accounts and old addresses.
🔴 Critical
Executors Have Copies
You have provided copies of this information pack to your executors or told them exactly where to find it. Executors can't use information they don't know exists. Consider giving one copy to your solicitor as backup in case the home copy is lost.
🟡 Important
A free tool provided by 
www.templatesuk.com
www.templatesuk.com
⚡
Limited Time Only
You've Done the Research. Now Finish It.
Complete executor information pack template – all clauses included, professionally drafted.
Fill in your details in minutes and you're done.
£10 – Own It Forever
Create Your Executor Information Pack Now
→
✅ 30-day money-back guarantee*
Preview before you buy • Lifetime updates • No subscription
Next Steps
Now that you've reviewed the compliance checklist, you have three options:
✅ Use Our Ready-Made Template
Save hours of research and drafting. Our professionally-crafted Executor Information Pack template covers all 43 compliance points with comprehensive executor guidance, asset registers, contact directories, digital estate planning, and funeral wishes documentation. Structured following UK probate requirements. Available in both Smart Interview (guided) and Classic Editor (direct editing) modes for just £10.
✔ UK Law Only | ✔ Instant Download | ✔ Lifetime Updates | ✔ No Subscriptions
✅ 30-day money-back guarantee*
📝 Draft Your Own Executor Information Pack
Use this checklist as your guide, but remember: executors without adequate information face delays, additional costs, and potential personal liability. The most common problems are: missing asset details, unknown debts, and inaccessible digital accounts.
Disclaimer: This checklist is for general informational purposes only and does not constitute legal advice. While we strive to keep information accurate and up to date, the law is complex and subject to change. Every situation is unique. This checklist applies to executor information packs in England and Wales. Last updated: February 2026.