Have you ever thought about how you would like your affairs to be left in the event of your sudden death?
Here is a list of 26 documents that you should collect in order to make things easier for those you leave behind.
Birth, Marriage and Divorce
- Personal birth certificate
- Marriage licence
- Divorce papers
- Birth certificate/adoption papers for minor children
Life Insurance and Retirement
- Life insurance policy documents (including beneficiary nominations)
- Personal pension documents
- Employer pension details
- Annuity documents
- Details of any entitlement to state pensions
- List of bank accounts
- Details of safe deposit boxes
Proof of Ownership
- Property, land and cemetery deeds
- Mortgage details
- Proof of loans made
- Proof of debts owed
- Vehicle ownership documents
- Stock certificates, brokerage accounts, investment platform details
- Details of premium bonds, government bonds, investment bonds
- Partnership and corporate operating/ownership agreements (including offshore companies)
- Tax returns
- Will [Find answers to the FAQs that expats have regarding writing a will here]
- Instruction letter
- Trust documents
- Burial/cremation wishes
- List of names and contact numbers for: Financial adviser, doctor, lawyer/solicitor, accountant, insurance broker.
- Details of your online life – A list of your usernames/passwords for your email accounts, online bank accounts etc.