Planning my own paperwork - checklist - Life Admin

1971

Having a bit of a life review and I need to make sure that my 'estate' is planned for.
Need some advise on weather I have covered everything for my paperwork.

• - Power of Attorney (seems that this is also called living will)
• - Will
• - Mortgage, its only in my name not my life partners (not married but wish would be everything goes to him first)
• - Tenant in common (would this be covered under Mortgage)
• - Pension (full time employed NEST scheme)
• - Death in Service (work perk)
• - Funeral planning (funeral, order of service etc)

Do you think I have missed anything. My family are not very good at this kind of stuff.
Not talking millions but I have managed to do not too bad and dont have any children.
Anyway I will continue to research but any tips would be greatly appreciated, thanks

Mickey666

Birth certificate?
Driving licence?
Vehicle V5s?
Bank accounts?
List of all utilities, insurances, subscriptions, memberships etc that would need notification of death?
Basically, imagine you were the executor for your own estate - what info would you need to have/look for?

1971

• - NHS number

1971

Thank you @Mickey666, list so far incase anyone else wants to use.

1. - Power of Attorney (seems that this is also called living will??)
2. - Will
3. - Mortgage, its only in my name not my life partners (not married but wish would be everything goes to him first)
4. - Tenant in common (would this be covered under Mortgage??)
5. - Pension  (full time employed NEST scheme)
6. - Death in Service (work perk)
7. - Life Insurance
8. - Funeral planning (funeral, order of service etc)
9. - Personal/Sentimental wishlist 
10. - Birth Certificate
11. - Passport
12. - Driving Licence
13. - National Insurance number
14. - NHS number
15. - Vehicle V5's & Insurance
16. - Bank Accounts / ISA / Savings / NSIPemBonds 

p00hsticks

You say you live with a partner but they're not on the mortgage ? Who looks after the bills ?

If in your name only it would be handy to maintain a list of the main utility bills (e,g gas, electricity, council tax, water, mortgage, buildings & contents insurance, tv licence, boiler cover if used ) with the relevant account references and contact details to make it easier for your executor to stop or take over them following your death

Keep_pedalling

If your estate and / or your partners estate exceed your NRB £325k) and you plan to leave everything to each other then you should seriously consider marriage / civil partnership otherwise inheritance tax will be an issue on the first death.

Keep_pedalling

Lasting power of attorney is not the same as a living will. You both need LPAs in place for both finance and welfare.

getmore4less

Keep_pedalling said:

If your estate and / or your partners estate exceed your NRB £325k) and you plan to leave everything to each other then you should seriously consider marriage / civil partnership otherwise inheritance tax will be an issue on the first death.

And a bigger mess on second death.