Typical contents of a Death File

A death file is a file/folder/document box to keep all of your most important financial files and documents in one place in case these are needed post a death.

Legal & identity documents
(this is not an exhaustive list or recommendation)

• Will (and any codicils), and current Executor details
• Lasting Power of Attorney documents (financial and medical)
• Trust documents
• Birth certificate
• Marriage / civil partnership certificate (and divorce decree if applicable)
• National Insurance number
• Passport (Current or expired )
• Proof of address
• Safe deposit box keys
• Insurance policies
• Vehicle documents
• Property deeds
• Internet account numbers and passwords, including subscriptions and email accounts
• Important phone numbers for family members, your lawyer, doctor, and financial planner/advisor
• Residency permits or visas (if available)
• Asset, Liabilities, Policy, Utility, and Will location details (registration with this portal - here)
• Employer details (with benefits)
• Social media and email accounts (with instructions on handling them)
• Cryptocurrency wallet details (if applicable)