By proactively compiling a comprehensive, personalised and bespoke Executor Guide, Karen is able to help identify and collate all of the important information that will be required during the estate administration process: information about house deeds, utility accounts, contents insurance, foreign investments, passwords, pensions and policies. This is normally through a meeting with a client while they are still in their own homes to pro-actively gather as much information as the appointed executors will need one day when the person passes.
During a home visit with a client (and family, if client wishes) jewellery, antiques, art or collectables are properly identified by the home owner and logged to assist whoever will be responsible for sorting the estate in the future. As part of this process, the will can also be double checked to ensure full legal compliance so that the distribution of the client’s assets will happen as the client intends it to happen
Part of this Executor Guide is a Final Wishes and Preference form that can help a client note what they would like for their own funeral one day – burial or cremation, what music they would like, who should be asked to give the eulogy etc – important information to know, but awkward discussions to have with your family. ‘By working through this form in their own time, people seem to feel a sense of comfort and relief – relief in knowing that what they needed to say has been said, and comfort in knowing that they have made decisions and thereby saved their loved ones from having to make these decisions at a time when they themselves may be struggling’.
Coronavirus:
During these strange times we currently find ourselves in, I would like to make this free Final Wishes and Preferences form available for anyone who might like to use it. Please find it on the link above or on my facebook page – Royal Blue Executors
‘Using Royal Blue Executor’s services meant that we knew exactly what my great grandmother wanted for her funeral. She had already identified what personal belongings she wanted to go to her friends, and she had spent time deciding what little mementoes she could give to each of her grandchildren. It is also very helpful to have a list already drawn up of items in her home that were of significant value, with their provenance – that made clearing the home much less stressful for us’.