FormV2 -- Chrissie Elgar

Personal Details
Name
First Last
Date of birth

DD
MM
YYYY
National Insurance number
Unique Taxpayer Reference (UTR) number
Home Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Additional Residence(s)

Passport details
Number Date of issue Expiry date Place of issue
Driving Licence
Number Date of expiry
Family
Marital status
Names and dates of birth of children
Name Date of Birth

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Key Contacts
Key contact checklist
- Next of kin
- Solicitor
- Accountant
- Financial Adviser
- Tax Adviser
- Tax Office
- Employer
- Doctor
- Other
Next of Kin
Name Relationship Address Phone Email Other Details
Solicitor
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email
Accountant
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email
Financial adviser
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email
Tax adviser
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email
Tax office
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email
Employer
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email
Doctor
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email
Other
Name Address Phone Email Other Details

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Assets
Bank/Building society accounts
Bank/building society Name on account Address Sort code Account number Contact
Investment bonds / unit trusts
Investment detail Plan/account number Most recent valuation Date of valuation Contact
ISAs
Investment detail Plan/account number Most recent valuation Date of valuation Contact
Savings & life assurance plans
Investment detail Plan/account number Most recent valuation Date of valuation Contact
Stocks & Shares
Investment detail Number of units held Registration details Most recent valuation Date of valuation Contact
Stock Options
Investment detail Plan/account number Most recent valuation Date of valuation Contact
Other assets (e.g. Premium Bonds / National Savings)
Investment detail Plan/account number Most recent valuation Date of valuation Contact
Deferred compensation schemes
Name of company Plan detail Contact
Profit sharing schemes
Name of company Plan detail Contact
Pensions
Provider Address Scheme name/policy number Membership reference/number Investment adviser Administrator Expected retirement date Last valuation Date of valuation Contact

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Property
Main residence (owned)
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Property type
Details of freeholder
Name of any joint owner
First Last
Evidence of title
Date acquired

DD
MM
YYYY
Cost
Approximate current value
Outstanding loan
Other details
Main residence (rented)
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Date of rental agreement

DD
MM
YYYY
Expiry

DD
MM
YYYY
Landlord
Name Contact Managing Agent Contact
Contact
Other details
Other properties
Property
Address Property type Details of freeholder Name of any joint owner Evidence of title Date acquired Cost Approximate current value Outstanding loan
Other details
Other items of value (artwork, cars, collections, furniture, jewellery)
Items Location Date aquired Original cost Insurer Approximate current value Insurance value
Other details

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Credit Cards / Loans
Credit cards
Credit card company Account number Contact
Loans / mortgages
Company Amount borrowed Outstanding amount Date Term/expected repayment date Account number Contact Mortgage broker
Gifts made during lifetime
Details
Date Amount/asset Recipient

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Insurances
Life insurance
Provider Address Policy name Account reference Sum insured Term Premium Broker
Critical illness
Provider Address Policy name Account reference Sum insured Term Premium Broker
Income protection
Provider Address Policy name Account reference Sum insured Term Premium Broker
Buildings
Provider Address Policy name Account reference Value insured Renewal date Premium Broker
Contents
Provider Address Policy name Account reference Renewal date Premium Broker
Medical
Provider Address Policy name Account reference Renewal date Premium Broker
Car
Car details
Car make & model Registration number
Insurances
Provider Address Policy name Membership reference number Renewal date Premium
Travel
Provider Address Policy name Membership reference number Renewal date Premium
Card protection
Provider Address Policy name Membership reference number Renewal date Premium
Other insurances
Provider Type of insurance Address Policy name Membership reference number Sum insured Renewal date Premium Additional detail

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Household Information
Service charge
Property Landlord/Management Company Contact Account reference Latest bill Frequency of payments
Council tax
Council/borough Contact Council band Account reference Latest annual charge Discounts/benefits
Electricity
Provider Contact Account reference Latest bill Most recent annual cost
Gas
Provider Contact Account reference Latest bill Most recent annual cost
Water
Provider Contact Account reference Latest bill Most recent annual cost
Landline
Provider Contact Account reference Latest bill Most recent annual cost
Broadband
Provider Contact Account reference Latest bill Most recent annual cost
TV
Provider Contact Licence number Renewal date Account reference Latest bill Most recent annual cost
Mobile
Provider Contact Mobile number Account reference Latest bill Most recent annual cost Date of next upgrade
Other
Provider Service Contact Account reference Latest bill Most recent annual cost

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Miscellaneous information
Professional memberships
Name Membership number Renewal date Contact
Memberships - organizations/clubs
Name Membership number Renewal date Contact
Subscriptions
Name Subscription number Renewal date Contact
Charitable Giving
Name of charity Details Amount donated
Advance Statement (re. future health care)
Date

DD
MM
YYYY
Location

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Funeral Arrangements
Details (or location of document setting these out)
Jobs to be done
Investment maturities within the next year
Name of investment Maturity date Contact
Renewals within the next year
Contract/agreement Renewal date Contact
Other
Item What needs to be done? When it needs to be done by
Name
This field is for validation purposes and should be left unchanged.

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Step 1 of 10

Personal Details

Family

Key Contacts

Next of Kin

Solicitor

Accountant

Financial adviser

Tax adviser

Tax office

Employer

Doctor

Other

Legal

Will

Beneficiary contact details

Guardianship of children (if under 18)

Power of attorney

Living will / advance decision

Trusts

Other important documents

Assets

Bank/Building society accounts

Investment bonds / unit trusts

ISAs

Savings & life assurance plans

Stocks & Shares

Stock Options

Other assets (e.g. Premium Bonds / National Savings)

Deferred compensation schemes

Profit sharing schemes

Pensions

Property

Main residence (owned)

Main residence (rented)

Other properties

Other items of value (artwork, cars, collections, furniture, jewellery)

Credit Cards / Loans

Credit cards

Loans / mortgages

Gifts made during lifetime

Insurances

Life insurance

Critical illness

Income protection

Buildings

Contents

Medical

Car

Travel

Card protection

Other insurances

Household Information

Council tax

Electricity

Gas

Water

Landline

Broadband

TV

Mobile

Other

Miscellaneous information

Professional memberships

Memberships - organizations/clubs

Subscriptions

Charitable Giving

Advance Statement (re. future health care)

Funeral Arrangements

Jobs to be done