fbpx
IN CASE OF EMERGENCY

Your security is our priority.

The death of a close family member or friend is always a difficult time for those left behind. It can be made more difficult for the executors who have been asked to handle the estate, if they can’t find key documents that belonged to the deceased.

Do your family members know where all your important documents and information are held?

Your ‘In Case of Emergency’ (ICE) file is a place where someone can find all your important information should an emergency arise.

This document provides a template to help you record your financial and personal information clearly and easily in one place.

We understand the challenges of bereavement and the importance of careful, long-term planning. To support you and your family, we provide an ‘In Case of Emergency’ (ICE) document, designed for you to record all the essential information your loved ones might need to manage your affairs.

This document allows you to include key details such as your next of kin, the location of your will and Lasting Power of Attorney (LPA), and the contact information for your executor and attorney. You can also record any funeral arrangements you’ve made, helping to provide clarity and ease the process for those dealing with your estate.

Handling administrative tasks following a bereavement can be emotionally draining. By consolidating important information in one place, you can help reduce the stress on your loved ones. Include details of your pension and insurance providers, your bank and building society accounts, and their respective contact information. Remember to keep the document up to date to ensure its accuracy.

Even smaller details, such as the contact information for your accountant, financial adviser, or dentist, can make a significant difference.

You may also wish to include login details for your social media accounts and use the blank section for any other information you think may be helpful—such as store card numbers, eBay logins, or details of additional savings and investments.

By preparing this information now, you provide invaluable support to your loved ones when they need it most.

If you’re the person dealing with the estate, you don’t have to do this alone.

What to do after a death

The Kings Court Trust sets out the process in eight stages:

  1. Getting a medical certificate
  2. Registering the death
  3. When a Coroner is involved
  4. Dealing with the Will
  5. Locating important papers
  6. Arranging the funeral
  7. Probate
  8. Estate administration
APOLLO PRIVATE WEALTH CLIENTS

We’re here for you, when you’re ready.

Your Private Wealth Adviser is ready when you are, to guide you through the next steps when it comes to assets under our management.

If you’re not sure who your Private Wealth Adviser is, or you need to obtain contact details, please reach out to us and a colleague will be pleased to assist.

Should you require more information or have particular questions, we invite you to contact us at your convenience.

Contact Us

Close Search

Email To Myself

Close

By submitting your details you give consent for Apollo Private Wealth to reach out for marketing purposes. You may unsubscribe at any time.

Apollo Private Wealth together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see our Privacy Policy or the St. James's Place Privacy Policy.