|
If you think we
can help someone you know, you can use the link below to
tell others about us.
Recommend our Service
|
A World Lifetime Service
Link to us
| |
KEEPING RECORDS
To help administer a will quickly and efficiently, keep a record
of all necessary documents and people to contact. The following lists should be
helpful in deciding what information to record.
|
|
|
|
|
FINANCIAL ITEMS |
|
|
|
|
|
|
|
Bank Accounts |
Post Office Accounts |
Building Society Accounts |
|
Pension Book |
Insurance Policies |
Hire Purchase Agreements |
|
Unpaid Bills |
Rental Agreements |
National Saving Certificates |
|
Other Savings |
Premium Bonds |
Safety Deposit Boxes |
|
Money Owed |
Mortgage Account |
Mobility Allowances |
|
Trust Estate |
Property Abroad |
Private Club Savings |
|
Rent Book |
Business Interests |
List of Valuable Assets |
|
Motor Vehicles |
TV License |
Pension Plans from Employers |
|
Stocks and Shares |
Council Tax |
Redirect Post |
|
|
|
|
|
PERSONAL ITEMS |
|
|
|
|
|
|
|
The Will |
Divorce Licence |
National Insurance Number |
|
Birth Certificate |
Passport |
Social Security Number |
|
Marriage Certificate |
Driving License |
Tax Office and Number |
|
Organ Donation Details |
Funeral Arrangements |
|
|
|
|
|
|
PERSONS TO CONTACT |
|
|
|
|
|
|
|
The Will Registry Office |
Registrar for Deaths |
Contact at place of work |
|
Solicitor |
Relatives and Friends |
Groups and Societies |
|
Accountant |
Insurance Broker |
Religious Advisor |
|
|
|
|
|
