If you are an executor to a will, your solicitor will need documentary proof of ownership or entitlement to the various assets. This will enable them to apply to banks and other institutions to cash in accounts and sell or transfer assets.
Here is a handy checklist of the most common documents (or login details) you will need:
- bank and building society account statements showing up-to-date balances;
- share certificates to enable stock transfer forms to be completed;
- land and property deeds or documents showing proof of legal ownership;
- documents relating to any business interests;
- details of personal items of value, such as expensive jewellery, antiques and collectables; and
- passwords for digital assets, such as investment platforms, cryptocurrency accounts, multi-media services, websites or social media.
If you are putting your affairs in order, do not forget to let your executors know where to find all this information.
For more information about being an executor to a will or any probate matter, please contact our wills and probate team in Heathfield on 01435 890 101 or email info@hugheslaw.co.uk.
This article is for general information purposes only and does not constitute legal or professional advice. Please note that the law may have changed since the date this article was published.