What documents does an executor need?
An executor needs the original will, several certified copies of the death certificate, and statements for all assets and debts (bank, pension, investment, property, mortgage, loans). To deal with most estates they then obtain the grant of probate. Asset-holders typically want to see the death certificate and, for larger sums, a copy of the grant.
Detailed explanation
Gather these early — they unlock every later step.
- Original will (and any codicils).
- Death certificate — order several certified copies.
- Asset statements: banks, savings, pensions, investments, property valuation.
- Debt details: mortgage, loans, cards, utilities, tax.
- Grant of probate once issued — with extra sealed copies (£16 each).
Before contacting the banks, an executor assembles the original will, five certified death-certificate copies, and a folder of account and mortgage statements — so when each institution asks for paperwork, she already has it ready.
- Complete the questionnaireA few guided questions about you, your family and your wishes.
- Structured reviewYour answers are checked automatically for completeness and consistency before your will is produced.
- Receive your documentsYour will and supporting paperwork are produced, ready to print.
- Sign correctlyClear instructions on signing and witnessing so the will is legally valid.
- Protect your familyYour wishes are recorded and your loved ones are spared the intestacy default.
Sources
- GOV.UK — What to do when someone dies: step by step
- GOV.UK — Applying for probate
- Citizens Advice — Dealing with the estate of someone who has died
- Reviewed by
- ClearLegacy editorial team
- Last reviewed
- June 2026
- Next review
- December 2026
- Jurisdiction
- England & Wales
Frequently asked questions
What documents does an executor need?
The original will, several certified copies of the death certificate, statements for all assets and debts, and — for most estates — the grant of probate. Asset-holders want the death certificate and, for larger sums, a copy of the grant.
How many copies of the death certificate do I need?
Order several certified copies, as banks, registrars and other institutions often each want to see one at the same time. Ordering enough up front avoids delays in dealing with the estate.
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