Executor Guidance
Being an executor isn't easy, but you can make it easier
Fun fact: most executors are children, spouses or other close family members.
Second fun fact: they are, statistically, unlikely to be solicitors.
So when it comes to being an executor, even the most organised amongst us can be caught off guard by the inevitable paperwork.
Executor Guidance Document (Letter to Executor )
My Executor Guidance document is designed to step in where confusion might otherwise reign. Think of it as the instruction manual to your loved ones for managing your estate - a clear, concise guide that takes them through what to do, where to look, and who to contact. Because even if you ARE going to use a solicitor as your executor, they'll still need family members to help locate the documents, whether paper of digital, which detail the estate's assets and liabilities.
With my template at your disposal, you’ll have a central hub to record details on assets, important contacts, and any special instructions left behind. Give one to each of your executors.
What's more, it's in Word format, so you can simply amend or delete sections to best fit your circumstances and needs - for example, you may not have any pets to look after. I've included a short How To Complete guide below too, for maximum clarity.