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Three practical tools to help you organise essential information and make things easier for your executors.

 

What’s Included:

Preparing Your Affairs (Guide)

Simple guidance to help you organise essential documents, financial details, digital accounts, property information, and key contacts.

 

Executor Information Sheet (Template)

A clear, easy-to-use template for recording the personal, financial, digital, and practical information your executors will need.

 

Template Letter to Executors

An editable letter you can send to your executors explaining their role, where your will is stored, and where they can find important documents.

 

Who This Bundle Is For

This bundle is ideal if you:

  • Want to get your affairs organised
  • Want your executors to know exactly what they need to do
  • Don’t want them searching through drawers and files to find key information
  • Prefer clear, structured guidance written in plain English
  • Want a practical solution without committing to full will storage
 

Why It Helps

Most executor problems arise because they don’t know where things are or what exists.
This 'readiness' bundle removes that uncertainty by giving your executors clarity, structure, and the information they will need when the time comes.

It’s a simple, effective way to prepare — and one of the most thoughtful steps you can take for the people who will be helping you in the future.

Executor Readiness Bundle

£14.00Price
  • This document is a ZIP file that includes one PDF file and two Microsoft Word Documents.

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