Who can an original Will be released to?
We can only release an original Will to the executor(s). Executor(s) should email or telephone our private client team to arrange to collect a Will. The document will then be requested from storage (this can take up to a week).
Executor(s) must collect the Will in person from a Morecrofts office.
What do I need to provide when collecting a Will?
There is certain information we need before we can hand the Will over. This includes:
- Full details of the deceased, full name, address and previous address if appropriate
- Sight of the original Death Certificate
- Identification from all executors
What if not all executors can attend?
If not all the executors can attend to collect a Will, the non-attending executor must provide written authority that the attending executor can collect the original Will. They would also need to provide certified copies of their ID* (photocopies are not accepted).
If one or more executors are now deceased, the death certificates must be provided.
What if no executors can attend in person to collect a Will?
If none of the executors can attend in person, we would require written authority from all named executors to release the original Will. We would also need to see certified copies of identification* as well as a fee of £20 to cover costs.
When providing ID it is important that you provide one item from list A and one item from list B below;
List ‘A’ – Photo ID
• Current passport
• Current UK photo card driving licence
• Current travel pass (bus or rail)
List ‘B’ – Proof of address ID (not more than three months old)
• Current council tax bill
• Bank/building society/credit union statement showing current address
• Current UK photo card driving license (full or provisional)
• Utility bill
• Original notification letter from DWP / benefits agency confirming client’s right to benefits