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Document Library

Policy Documents

If you would like to review what our policy offers in more detail you can download the following documents:

Personal Finance Fact Sheet for Probate

If you have been asked to be an executor for a friend or relative, and you choose to accept the role, you will need to have an overview of their assets, debts, direct debits, insurance policies and key contacts in order to manage their estate after death.

A spreadsheet can often be a good way to keep  basic financial records because they are easy to-up-date, and can provide a quick outline of total capital assets, which can help you determine if any Inheritance Tax will be due.

Click on this link Sample Personal Finance Fact Sheet for Probate Management to see what information is useful if you are managing an estate – (NB: This sample sheet contains fictional information). You can download the sheet and amend for you own use.