Storing your will and other important documents
The process of locating a deceased loved one’s important documents, especially their Will, can add significant stress and anxiety to an already difficult time for family members. Unfortunately, this task can often be challenging and time-consuming.
In this blog post, we aim to address common questions about finding a Will to assist you during this overwhelming period. We’ll discuss methods for locating a Will, what to do if you can’t find one, and the advantages of storing estate planning documents with a professional provider.
What Constitutes an Important Document?
In the search for a Will, it’s essential to keep an eye out for other crucial documents. While you may already possess birth, marriage, and death certificates, additional paperwork such as pension details, insurance policies, and bank accounts should be gathered. These documents may not be immediately necessary, but they become vital when applying for a Grant of Probate in England and Wales or Confirmation in Scotland.
How to Find a Will
Locating a Will can be a complex task, as there’s no legal requirement for it to be registered or disclosed. However, discussing the Will’s contents and location with chosen Executors beforehand is advisable. Here are steps to take when searching for a Will:
- Search the Deceased’s Property: Begin by looking through the deceased’s belongings for the Will, which may be stored with other important documents. This process can be emotionally challenging, so consider seeking support.
- Contact Solicitors and Will Writers: If a search of the property is unsuccessful, reach out to local legal professionals who may have drafted or stored the Will.
- Contact the Deceased’s Bank: Wills can also be stored with banks, so inquire if they have any information regarding the Will’s whereabouts.
- Utilize a Will Database: The National Will Register offers a database with millions of stored Wills, although there’s no guarantee of finding a specific one.
What If You Can’t Find a Will?
If attempts to locate a Will are fruitless, and it’s believed not to exist, the estate will be administered under intestacy rules, following the laws of the deceased’s domicile country.
Why Store Your Will Professionally?
For those engaged in wills, estate planning, storing documents with a professional provider offers several benefits:
- Ease of Access: Ensures the Will is readily accessible upon death.
- Latest Version Availability: Provides Executors with the most recent original Will.
- Reduced Risk of Conflict: Minimizes the potential for family disputes.
- Charitable Inheritance: Ensures charities receive their intended inheritance.
- Administering the Estate: Facilitates the execution of the estate as planned.
By ensuring a valid and up-to-date Will is in place, individuals can alleviate stress for themselves and their loved ones. Professional storage providers offer peace of mind and streamlined processes for estate administration.
At Complete Estate Protection, we specialise in estate administration services, offering support and guidance to families during challenging times. Whether there’s a Will or not, our Client Services Team provides practical advice and assistance tailored to individual needs.
If you’re based near Middlesbrough or anywhere in the surrounding area, we can assist with anything you may require please contact 01642 493101 or email info@ceprotection.com. Please click here to learn more about will storage.
