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ESSENTIALS

  • You must read and understand your role as an executor.
  • This policy is for non-professional lay executors/administrators.
  • You must have become an executor or administrator within the last six months.

WHAT YOU NEED TO HAND

  • The date when you actively took up the role of executor. This is normally the same as the date of death of the person who owned the estate you are managing – unless you have been appointed as an administrator or executor at a later stage.
  • The value of the estate you are managing. You’ll need to know how much the whole estate is worth.
  • A valid email address and other contact details. This is so we can send your policy documentation to you.
  • The full name and title of the deceased. This will be the estate owner. We will also need the main correspondence address.
  • The names and contact details for any additional executors. One policy can cover up to three executors, so it’s a good idea to have their details to hand if required.

ADDITIONAL OPTIONS

  • Visit our document library.This will help you understand the cover we provide and features our policy details and our terms and conditions.
  • We have a range of cover options. You can choose between cover options of £250,000, £500,000 or £1,000,000. If you are managing an estate which exceeds £2,000,000 you will need to contact us.