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Everything your family will need, organised in one secure place
When the time comes, your loved ones shouldn't have to hunt through drawers and paperwork. The Executor Toolbox keeps all your important details safely in one place — ready for the people who'll need them.
A simple gift of peace of mind
The Executor Toolbox takes the stress and guesswork out of the hardest days — for you now, and for your family later.
Safe & secure
Your information is stored privately and protected, ready only for those you choose.
Everything in one place
Accounts, policies, contacts and wishes — all together, instead of scattered.
Quick to update
Change details in minutes whenever life changes — no paperwork to reprint.
Kind to your family
Spares your loved ones weeks of searching during an already difficult time.
Guided setup
We walk you through it step by step, so nothing important is forgotten.
Works with your Will
The perfect companion to your Will, making your executors' job far simpler.
What happens if it's all in your head?
Most of us carry the details of our lives around in our memory — which bank, which pension, which policy. When someone dies, their family is left to piece it all together, often with no idea where to even start.
Weeks spent searching
Executors can spend months hunting for accounts, statements and paperwork they never knew existed.
Forgotten money lost
Pensions, savings and insurance policies can be missed entirely — value that should have reached your family.
Added stress and delay
Bills and subscriptions keep running, and estates take longer to settle, all while your family is grieving.
What you can keep in your Toolbox
Everything your executors and family might need, gathered together and easy to find. Add as much or as little as you like.
Property & assets
Your home, other property, vehicles and valuable possessions, with key details in one place.
Bank & savings accounts
Current accounts, savings and ISAs, so nothing is overlooked or left behind.
Pensions & investments
Workplace and private pensions, shares and investments that your family might not know about.
Insurance policies
Life cover, home, car and other policies, with providers and reference numbers to hand.
Utilities & subscriptions
Energy, water, broadband and ongoing subscriptions that will need to be closed or transferred.
Digital assets
Online accounts, photos and important logins, so a lifetime online isn't simply lost.
Debts & liabilities
Loans, credit cards and any money owed, giving a clear, honest picture of the estate.
Key contacts
Your solicitor, accountant, executors and close family, ready to be reached when needed.
Funeral wishes & documents
Your wishes, plus where to find your Will and other important papers when the time comes.
"The kindest thing you can leave behind isn't just what you own — it's knowing your family won't be left guessing."
Set up in three simple steps
Add your details
Work through easy, guided sections at your own pace — accounts, policies, contacts and wishes.
Keep it up to date
Update anything in minutes as life changes, so your Toolbox always reflects your real situation.
Ready when needed
The people you choose can access what they need, exactly when the time comes.
Simple, fixed-fee pricing
Get organised for one clear price. Know exactly what you'll pay before you begin.
Executor Toolbox
Everything in one secure place
- Guided, easy-to-follow sections
- Store accounts, policies & assets
- Key contacts & funeral wishes
- Update your details any time
Will & Toolbox bundle
Your wishes and your details together
- Everything in the Executor Toolbox
- A professionally prepared Will
- Executors given a clear head start
- One joined-up plan for your family
The Executor Toolbox is an organisation tool to help your family — it doesn't replace a valid Will. We'll always recommend a properly drafted Will to record your wishes.
Families trust Oak Stone Wills
"When Mum passed, everything we needed was already in her Toolbox. It saved us weeks of stress and worry."
"So simple to set up. I've finally got everything in one place, and my children know exactly where to look."
"A weight off my mind. Pairing it with our Will means our family won't be left searching for anything."
Your questions, answered
What exactly is the Executor Toolbox?
It's a secure, digital place to record all the important information your family and executors will need after you've gone — things like bank accounts, pensions, insurance policies, key contacts, funeral wishes and where to find your Will. Instead of leaving loved ones to search, everything is gathered together in one organised place.
Is my information kept secure and private?
Yes. Your details are stored securely and remain private — only the people you choose can access them, and only when appropriate. You stay in control of what you add and who it's shared with.
Does the Toolbox replace my Will?
No. The Executor Toolbox is an organisation tool that makes life much easier for your executors, but it doesn't record your legal wishes the way a Will does. To make sure your estate is dealt with as you want, you still need a valid, properly drafted Will. The two work beautifully together.
Do I need to add everything at once?
Not at all. You can start with the essentials and build it up over time. The sections are simple to follow, and you can come back and add or update details whenever it suits you.
What happens to it when I die?
The people you've chosen — usually your executors or close family — will be able to access the information they need to administer your estate. Having it all in one place can significantly reduce the time, cost and stress involved in settling your affairs.
Can I keep it up to date as things change?
Yes, and we'd encourage you to. Life changes — new accounts, moving home, changing providers — so it's worth reviewing your Toolbox from time to time to keep everything accurate. Updating a detail takes just a few minutes.
Give your family one less thing to worry about
Spend a little time getting organised now, and leave your loved ones clarity instead of questions. Start building your Executor Toolbox today.
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