When people think about making a Will, they usually focus on the document itself – who inherits what, who will act as Executor, and making sure everything is legally correct.
That part matters, but it is only one piece of the picture.
In practice, many Executors struggle not because the Will is unclear, but because important information was never written down or shared. These gaps often come to light at an already difficult time, adding unnecessary stress and uncertainty.
Below are some of the things we most commonly see being overlooked.
Where important documents are kept
Even when a Will exists, Executors are often unsure where the original is stored.
This may include:
The original Will
Property deeds
Insurance policies
Trust documents
Details of pensions or investments
Knowing what exists is helpful. Knowing where it is can make all the difference.
Which professionals to contact
Families are sometimes left trying to piece together who was involved in someone’s affairs.
Think about a creating a contact sheet of the professionals related to your affairs such as, Solicitors, Financial advisers, Accountants, Mortgage providers and Insurance brokers.
A simple list of professional contacts can save time and help avoid delays during estate administration.
Online accounts and digital information
Digital assets are increasingly important, but frequently overlooked.
This may include:
Email accounts
Online banking or investment platforms
Subscription services
Cloud storage
Social media accounts
Executors do not need passwords, but knowing which accounts exist and how to approach them can prevent confusion later.
Funeral wishes that were discussed but not recorded
Many people speak informally with family about funeral wishes, but those conversations are not always written down. This can leave loved ones unsure whether they are doing the right thing, even when trying their best to honour those wishes.
Recording preferences clearly can remove uncertainty at an emotional time.
Personal items with sentimental value
Not everything of importance has financial value. Items with sentimental meaning, such as jewellery, photographs or family heirlooms, can sometimes cause unexpected tension if wishes are not clearly expressed. A short note explaining what matters, and why, can help avoid misunderstandings.
Why this matters
None of the above replaces a properly drafted Will or legal advice. However, making this information clear in advance often makes a real difference for those left behind. It can reduce uncertainty, help Executors feel more confident, and allow families to focus on what matters rather than searching for answers.
Good planning is rarely about doing more. It is about making the right things clear.
Here when you are ready to talk
Many conversations start with a simple question rather than a plan.
If you are reviewing your Will, thinking about putting one in place,
or would like guidance on how to support your Executors,
we are always happy to talk things through.