Request Documents Out of Storage

Looking for an original will, trust, or another document? We’re here to help make the process simple and stress-free. We’ll guide you through the steps required to get your documents quickly and securely.

What type of original documents can we release from storage?

Wills

Trust and associated Document

Powers of Attorney

Who can request the release of these documents from storage?

The Client

An Executor or Administrator of an estate

Attorneys or Deputies on behalf of someone who has lost capacity

Where you are requesting original documentation

We will require a signed letter from all authorised parties requesting the return of documents, and a copy of a passport or driving licence and recent utility bill or bank statement of those individuals in order to confirm their address and identity.

Where an Executor and / or Trustee is requesting original documentation

Where executors and / or trustees are requesting the return of documentation following the death of the Testator / Settlor, we will require a signed letter from all executors and / or trustees requesting the return of the documentation, along with a death certificate for the person who has deceased. All executors and / or trustees will need to confirm in the signed letters provided what address documentation is to be sent to.

All executors / trustees must agree for the documentation to be sent to one address before we are able to release any original paperwork.

Please note that only Trustees are only entitled to request Trust documentation. They may not be entitled to retrieve a Will unless they are also appointed as Executors of the deceased’s estate.

Where you are an Attorney acting on someone else's behalf requesting information

We will require a signed letter from the named Attorneys confirming what documentation is required, and evidence to confirm that the person they are making the request on behalf of has lost capacity. This evidence must be recent and from a medical professional and confirm that the Donor has lost capacity.

Our Retrieval Process

Step 1: Submit a request using our online form, below

Step 2: Provide Documentation – once you have submitted the online form, we will review your request and contact you by email to let you know what further requirements we have.

We will be required to carry out ID checks in order to confirm your identity to be able to release documentation to you. Please ensure that any proof of identity or documentation you provide matches your name as set out in the document you are requesting. If this is not the case, we may require further information from you before we can proceed, for example a marriage certificate or change of name document.

If you have moved house since the documentation was prepared and would like us to send the documentation to your new address, we must be provided with proof of address confirming that you are resident at the new property.

Please note that each case is assessed on its merits, and on occasion once you have sent documentation to us, we may require further evidence in order to approve your request.

Step 3: Retrieval and Delivery – You’ll receive your documents via Signed For post to the address agreed between all parties in writing.