Optional fields. Entries stay in this page and clear on leaving. The download is a plain text file: store it privately and share it only with people you choose.
Location and who can arrange access. Do not include an alarm code or safe combination.
Executors, a solicitor or other useful contacts. Only add information you are comfortable including in a downloaded file.
Record the location of records for banks, pensions, insurance and property, rather than passwords or full account numbers.
Refer to a secure password manager or provider legacy-contact settings. Do not enter passwords, recovery codes or wallet keys.
Tell family about time-sensitive wishes separately; the will might be read after the funeral.
Add a private calendar event. Review sooner after marriage, a birth, separation or other major changes. This does not subscribe you to emails.
What does your executor need to find?
Start with the location of the signed original will and any codicils. Add where to find financial records and the contact details of any adviser involved. A scan can help with reference, but keep the original safe. GOV.UK recommends telling your executor where your will is kept.
How should you share the handover?
Ask your chosen executor whether they are willing to act, then tell them where the information is kept. Do not attach this checklist to the signed will or treat it as an amendment. Keep the files separate. Check that an executor can actually access the storage location when needed.
When should you revisit it?
Update the handover when you move, change financial providers or alter who should be contacted. Review your will after significant life changes and at least every five years, following GOV.UK guidance on reviewing a will. Import the optional calendar file above to choose your own reminder.