Estate Planning

UK Estate Planning: The Ultimate Checklist of Documents to Organise and Share

What does getting you affairs in order in the UK look like?

This useful checklist will help you navigate the essential documents, accounts, and types of information to organise and enter into your secure vault or archive. 

Bank accounts

  • Current accounts
  • Savings accounts
  • Certificates of deposit (CDs)
  • Debit Cards
  • Other Bank statements

Credit cards

  • Credit card statements
  • Card numbers
  • Expiration dates
  • Login information (incl. passwords) for online accounts

Other outstanding bills

  • Individual or join debts
  • Secured or unsecured debts

Insurance policies

  • Health insurance
  • Life insurance
  • Car insurance
  • Home insurance
  • Other insurance policies (fire, theft, earthquake, professional liability etc)

Mortgages or loans

  • Personal loans (identify from which company the loan was given)
  • Mortgage (identify from which company the loan was given)
  • A copy of the mortgage or loan agreement

Tax returns

  • P60
  • P45
  • Building Society pass books
  • End of Year accounts

Pension plans and retirement benefit information

  • Confirmation of state pension
  • Pension pay slips
  • Type/Description of pension (DB/DC)

Investment portfolios

  • National Savings bonds or certificates
  • Dividend vouchers

Property

  • Property title deeds
  • Leasehold / shared freehold documents

Vehicles

  • Driving License
  • Vehicle Registration
  • Insurance Documents

Will and trusts

  • Copy of the Will
  • Additional copies of historic Wills
  • Name of solicitor and/or law firm which helped create the Will (if applicable)
  • Trust deed

Power of attorney

  • Lasting power of attorney (LPA) registration forms
  • Additional documentation
  • Name of solicitor or legal practice that legalised the LPA (if applicable)

Safe deposit box

  • Physical location of safe deposit box
  • Physical location of keys for the box or directions to access the box

Proof of identity and relationships

  • Driving license
  • Passport
  • National insurance number
  • Birth certificate
  • Death certificate
  • Marriage certificate(s)
  • Divorce certificate(s)
  • Prenuptial agreement(s)
  • Divorce settlement(s)

Advance directive

  • Do not resuscitate (DNR)
  • Organ donor card
  • Health care proxy
  • Living Will

Household utilities

  • Electricity
  • Gas
  • Water
  • Phone
  • Cable
  • Internet
  • Assistants (such as house cleaners, gardeners, window cleaners)

Health and repeat prescriptions

  • Prescriptions
  • Name of GP
  • Medical Reports

Digital world

  • Email addresses
  • Social media accounts¬†
  • Other online accounts¬†

Professional advisors

  • Lawyer
  • Accountant
  • Solicitor
  • Doctor
  • Insurance providers