I will organize your estate planning instructions and assets
Licensed UK Solicitor, Strategic Estate Planning and Legacy Documentation
About this Gig
When an individual passes away or becomes incapacitated, families often face chaos trying to locate bank accounts, deeds, policies, and ongoing liabilities. An unorganized estate leads to frozen funds, lost assets, and excessive legal expenses.
As a licensed UK solicitor (SRA #26909), I will transform your fragmented financial accounts, documents, and directives into a structured, attorney-grade Estate Organization Dossier.
What This Gig Delivers:
- Categorized asset inventory (Real estate, liquid capital, investments, insurance, business assets)
- Step-by-step roadmap for your executor, personal representative, or successor trustee
- Tracking system for liabilities, subscriptions, and recurring obligations to protect estate funds
- Document location registers, digital asset frameworks, and professional advisor lists
Why Work With Me?
- Prevents estate assets from being lost to unclaimed property divisions
- Professional, structured layout matching elite private-client standards
- Complete discretion and confidentiality guaranteed
Relieve your loved ones of the administrative burden. Order your dossier today.
Field of law:
Property
Target country:
United Kingdom
Document type:
Estate planning
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Lawyer confirmation
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Legal opinion
Legal consulting Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Pro freelancers in this category have gone through a vetting process. You can find more details here.
Other Legal Consulting Services I Offer
FAQ
Why do I need an asset dossier if I already have a Will?
A Will names who receives your estate, but it does not list account numbers, asset locations, or digital passwords. This dossier shows your executor exactly where assets are and how to access them.
Does this help with Trust Funding?
Yes. It acts as an audit to identify which assets must be transferred or retitled into your Living Trust to successfully avoid probate.
What format will the final document be in?
You will receive a professionally formatted, editable Word document and a finalized PDF master copy for easy printing and secure digital or physical storage.
How is my private financial information protected?
All information is transmitted solely through Fiverr’s secure system. If you prefer, you can use placeholders (e.g., "Account ending in XXXX") and fill in sensitive digits privately after delivery
Can my executor use this directly?
Yes. The entire document is structured to serve as an immediate, turn-key administrative guide for your executor or successor trustee during the probate administration process.
