Our Schedule of Assets and Liabilities is designed to provide your Executors and your family with much of the key information they will need to deal with your Estate after your death.

If all your personal details are to hand and up to date then there is less work for your Executors to do and there should be no delay in administering your estate and will also hopefully reduce costs.

Completing this schedule also provides comfort and eases the pressure on loved ones and also certainty, so that none of your assets are lost or untraced.

The information you provide is confidential and need only be released on your authority or of your Executors after your death.


The downloadable form creates a handy table for you to keep a record of the following matters

  • Personal Details
  • Children
  • Executors
  • Solicitors
  • Accountants
  • Financial Advisors
  • Property
  • Cash
  • Debts/Loans
  • Investments
  • Shares
  • Life Policies
  • Pensions


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