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This Personal Assets Log is an essential source of information for your family and executors in the event of your death or accident. It is important you fill this in as a reminder of where your Will and other important papers are kept.

It is not in itself a legal document, but will be of immense use to your legal advisors & loved ones after your death.

We therefore recommend that you keep one copy with your Will (held by your solicitor) and one with your papers at home.

Asset Log

This information should be filled in as soon as possible after making your Will. If there is not enough room, please continue on a separate sheet of paper.

Please print off two copies; send one to your solicitor at Herrington & Carmichael and keep one with your papers at home.

Personal Details

* indicates a required field

*Name
*Address

*Town

*County

*Postcode

*Date log completed

*Your Herrington & Carmichael office

*Contact name

*Telephone

Asset Details 1. Date and place of your birth
2. National insurance number
3. Name of your tax office
4. DSS pension number (state pension)
5. Name of bank/building society and account numbers
6. If you have a mortgage, the name of the lender and your account number
7. Details of life assurances, annuity policies and pension policies (name of insurance company and policy number)
8. Pension schemes of which you are or have been a member (scheme name and your reference number)
9. Particulars of investments; stocks and shares, Unit Trusts, National Savings etc.
10. If you are entitled to receive income from any trusts or settlements; the name of the trusts and the names and addresses of the trustees
11. Details of house, fire, accident, motor and similar policies (name of companies and policy numbers)
12. Address and reference number of the tax office which deals with your income tax affairs
13. Name and address of your accountant (if applicable)
14. Name and address of your stockbroker (if applicable)
15. Where do you keep:

your birth & marriage certificates
Income tax records
Bank statements
Insurance policies
Stock & share certificates
Building society passbooks
The title deeds of your house
Pension documentation
Your Will
Any other documents relating to your other financial affairs

16. Details of any other assets (house, bank account etc) which are owned by you jointly with any other person, and the name of the joint owner
17. People to be notified in the event of your death including contact details
18. Any wishes for your funeral arrangements
19. Additional information

Services

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Will Drafting

Asset Log