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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.
The Kings Court Trust sets out the process in eight stages:
- Getting a medical certificate
- Registering the death
- When a Coroner is involved
- Dealing with the Will
- Locating important papers
- Arranging the funeral
- Probate
- Estate administration
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.