Essential Documents Your Family Will Need
When someone dies, families often scramble to find important documents — bank accounts, insurance policies, property deeds, pension details. Use this checklist to get organised now, so they're not searching later.
Legal Documents
- Will and codicils — The primary document distributing your estate
- Lasting Power of Attorney (LPA) — For finances and/or health decisions
- Trust deeds — Any trust arrangements for estate distribution
- Beneficiary designations — Life insurance, pension, ISA nominations
- Funeral wishes — Instructions for burial or cremation
Financial Accounts
- Bank accounts — All current, savings, and joint accounts
- Pension statements — State and private pension details
- Investment accounts — ISAs, stocks, bonds, crypto
- Credit card details — Accounts to close or manage
Insurance Policies
- Life insurance — Policy documents and claim contacts
- Private health insurance — Details and cancellations
- Critical illness cover — Policy documents
- Home insurance — Buildings and contents
Property & Assets
- Property deeds — Title documents for any owned property
- Mortgage documents — Current statements and provider details
- Vehicle registration — Car and bike details
- Valuable possessions — Jewellery, art, collectibles inventory
Identity & Personal
- Passport — Location and copy
- Driving licence — Details for DVLA notification
- National Insurance number — For HMRC notification
- Birth and marriage certificates
Digital Accounts
- Password manager export — Access to stored passwords
- Email accounts — Recovery details and instructions
- Social media — Accounts and wishes for memorialisation
- Subscription services — Accounts to cancel
Store These Securely
After Me encrypts all your documents on your device. Create a Family Kit so your loved ones can find everything in one place when they need it.
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Don't just store the documents — keep a note of where to find them. Include account numbers, policy numbers, and contact numbers for each institution. Your family will thank you.