a will says who gets what. this says where it all is.
The Executor Pack sits alongside your will. It's around 40 pages, in 16 guided sections, and it tells your executor where everything is and how to deal with it — so they're not searching drawers for weeks.
16 sections. nothing missed.
what's in it
Everything your executor will need to find, in one place.
- moneyBank accounts, savings, ISAs, pensions and investments.
- propertyYour home, mortgage, vehicles and valuables.
- insuranceEvery policy, who it's with, and where the paperwork is.
- people to callAccountant, adviser, GP, employer.
- digital lifeOnline accounts and subscriptions.
- your wishesFuneral, messages, charities, and who looks after the pets.
what if there's no pack?
without one
- Your executor searches drawers and old statements for weeks.
- Direct debits and accounts get missed.
- Your family guesses what you'd have wanted for your funeral.
with one
- Everything is in one place, in your words.
- Nothing gets missed.
- The estate gets dealt with faster, and with less stress for the people you leave.
what you get for £249
[CONFIRM] I go through it with you at the home visit, section by section, so nothing gets left blank.
[CONFIRM] It's printed, bound and delivered to you — ready to keep with your will.
questions
is it the same as a will?
No. Your will says who gets what. The Executor Pack says where it all is. You need both.
can I update it?
Yes. Look at it once a year, or after anything big — a house move, a new account, a new grandchild.
where do I keep it?
With your will — and tell your executor where it is.