Administering an estate can become more difficult if your executor doesnt know where your assets are.
Share and Forget can help you to inform your chosen executor of your bank accounts, savings, pensions, life assurance and investments, with detials of how to contct the bereavement team (including up to date contact detials) and top tips for dealing with probate.
Would the executor of your Will know where to look?
No financial details are stored, no account details or logins are asked for. Only a starting point for the Executor to contact once a death certificate is obtained, together with a number of template letters to be used to gather the accurate asset valuations to determine if Probate is needed.
Don't let your loved ones suffer lost inheritances - Banks and Building societies have so much money languishing in dormant accounts, hidden forever from the rightful owners because they don’t know where to look.
Save your heirs all those expensive legal fees and prevent delays. Just £25.00 per annum, or a one off, lifetime registration fee of £75.00, can save thousands of pounds in unnecessary costs.
Your heirs know where to look and what to look for.
Share and Forget – have peace of mind, plan today for tomorrows future generations
Share and Forget brings together all the information that is important to you, stored in one safe and secure place for your rightful heirs.
We are not asking you to save account numbers, usernames, passwords or any confidential information, just the safe locations of the important legacies for your next-of-kin. For example:
... the useful information your family and friends need to tie up all your affairs after you have gone.
Share and Forget will never divulge any of your private details. You will have a Unique Reference Number, which is a secure code that you pass on to your next-of-kin, or nominated person.
Q. Who else can access my account?
A. Unless you choose to share your access details with your next-of-kin, no access will be given until after your passing.
Q. How long can I keep my account, and is there a “renewal fee”?
A. There is an annual renewal fee of £25 per annum unless you have opted for the £75 lifetime fee. If the subscription lapses the account will remain dormant until the lapsed fees are paid.
Q. Can I change and update my account whenever I wish?
Q. Is my account legally binding and will it replace my Will?
A. No, it is designed to inform your next-of-kin who your Solicitor is in order to gain access to the Will, many people don't know who the family Solicitor is.
Q. Do you offer a Will service?
A. No, but there are a number of online services that can assist:
Q. What happens after I register?
A. Once you have registered your basic details you can start adding your information. Contacts that you add to your profile will receive an e-mail explaining you have set up an account with Share and Forget but we will not give them any other information. We will also send you a Contact Card which you can keep with your important documents such as passport, driving licence, etc., this will include our contact information for your next-of-kin.
Q. What happens when I die?
A. Your next-of-kin can go onto our website and click on Contact Us where they can complete the form to inform us of your passing. Providing your Unique Reference Number. We will then contact them by return.
Q. Anything we have missed or you want to know?
A. Send us a message by clicking on Contact Us now.
Here at Share and Forget we are keen to protect our inheritances for our next-of-kin.
At the same time, we are very aware of the impact we can have for all those around us.
It is our value to invest in the future and create smiles now.
That is why we donate £1 from every subscription and renewal, year after year to Rainbow Trust.
Rainbow Trust provides emotional and practical support to families who have a child with a life threatening
or terminal illness.
They provide bespoke support to the whole family for as long as they need it.
Finding yourself in this section means that you have experienced a recent loss of a loved one and we express our heartfelt condolences to you. The loss of a loved one is a very difficult time and one of the main reasons Share and Forget is in existence. We know how stressful it can be, through our own experiences, in seeking the vital paperwork in the difficult weeks and months ahead.
At Share and Forget we will have all the information available for you that has been stored here by your loved one, which we will be able to provide to you as soon as possible.
All we need is for you to scan and email a copy of the Death Certificate, together with the Unique Reference Number that was e-mailed to you when your details were added to the system.
We appreciate that you may have changed e-mail address or misplaced the unique number but do not worry. Please email the helpdesk who will be able to assist you and release the information as quickly as possible.