PERSONAL ASSETS LOG OF
AS AT
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Leave this with a copy of your Will and any other personal papers to help your family trace the
information required when you die. This document includes physical and digital assets. You
should ideally update it annually or whenever your circumstances change. Add pages as needed.
PERSONAL DETAILS
Date and place of birth
Maiden name
Occupation
National Insurance No
Tax District/Ref No
Next of kin
Telephone No
My original Will is lodged with.
of
Telephone No
Date of Will
Date(s) of any Codicil(s)
Name of Executor (1)
Address
Telephone No
Name of Executor (2)
Address
Telephone No
My letter of wishes is stored
BIRTH, MARRIAGE, ADOPTION ETC., CERTIFICATES can be found-
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