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.