What important documents should I include in my Legacy of Life funeral plan?

Here is a list of important documentation to ideally include in your funeral plan if you don’t have the documents to hand the next best thing it to outline where the documents are stored and whom by within a document to guide those you leave behind e.g., within my red file marked ‘Kathy’s file’ which is in my bedroom, you will find a copy of my driving licence, passport and any other ID’s. You can store the below documents or your guidance within your document vault and then upload them to your plan.

The bold items are required by your loved ones to register your death at the local registrar office. This will ease the stress of locating them all during such a difficult time.
Essential documents to register a death:
  • birth and marriage or civil partnership certificate
  • NHS medical card (if you have one)
  • proof of their address, such as a utility bill
  • driving licence
  • Passport.
  • documents relating to receipt of government pension or allowances
Useful documents to guide a loved one around your estate/affairs:
  • Your will
  • Bank statement
  • Property deeds
  • Property insurance documents
  • Life insurance documents
  • Pet insurance documents
  • Prepaid funeral documents
  • Service charge statements
  • Mortgage statements
  • Council tax statement
  • State benefit accounts
  • Car insurance
  • Logbooks for your car
  • Bonds you hold
  • Saving accounts
  • Pension statements
  • A guide to your social media accounts
  • A guide to your mobile devices and computer

You an upload any documents you wish but this is a helpful guide and please do take care when sharing your plan as these documents will be visible.

It really is so helpful to guide your loved ones through your affairs. It is hard enough to get through a time of loss, so being navigated with guidance and have allowing your loved ones to have these important documents to hand will be a great relief.