Make Things Easy
Help your loved ones by leaving details of everything they need (bank accounts, debts, financial arrangements etc) in one easily accessible place (your secure vault)
There are a number of steps your loved ones will need to take before they can deal with your financial affairs. Once your death has been registered and probate applied for, your executor will need to contact your banks, utility companies and insurers etc.
Bank Accounts
Your executor will withdraw any money and distribute it to your beneficiaries according to your Will
Life Insurance
Your executor will need to contact your life insurance provider(s) to find out what to do next
Debts
Your debts, such as mortgages, loans or credit cards must be paid off before the remainder of your estate is distributed as per the instructions in your Will
Savings and Investments
Your executor will need to know details of your savings and investments
Pensions
Your executor will need to contact your pension provider(s) to find out what to do next
Utility Companies
Leave details of your utility companies
General/Miscellaneous
Leave details of your subscriptions, loyalty and store cards, memberships etc
