If we hold your Will, Power of Attorney or Title Deeds in storage, then you can request to retrieve these items at any time by following the process below.
Email requests are permissible but you will be asked to provide further information.
It is better to select one the two following options to formally request these documents to be returned:
1. Complete our Form of Authority, paying attention to the requirements for verification of identity.
2. Send us a letter. You must include the following information:
- Your full name, postal address (and previous addresses we may have for you), date of birth, contact telephone number and email address.
- Details on whether the Will was initially made and stored with Banner Jones or one of our legacy firms, and if so, which one from this list: Jones and Middleton, Clifford P Bird, Banners, Glossops, Cotton & Mughal, Cotton & Co, Bilton Hammond LLP, Alfred Slack or Foster Bilton.
- Original or certified copy of proof of your address, such as a utility bill, council tax bill or bank statement. This should confirm your name and address and be dated within the past three months.
- Certified copy of your photo ID e.g. passport or driving licence.
Send your letter to: Banner Jones Solicitors Asset Store, 24 Glumangate, Chesterfield, Derbyshire S40 1UA. You will then need to make an appointment to collect your documentation or we can make arrangements to send your items by Royal Mail, recorded delivery at your risk. We may charge for postage depending upon size of latter or parcel and this would be dealt with by phone card payment.
Collection or delivery protocol:
Allow us a few days to process your request and then contact our Asset Store on 01246 560560 or email: AssetStore@bannerjones.co.uk.
Please do not call in to the office unannounced as the documentation may not be available on-site.
We can post your Will out to you via Royal Mail, recorded delivery and this will be handled within 15 working days.
You will need to sign a receipt to confirm you have taken away an original if collected, or acknowledge a safe receipt if we post original documents out to you.
If you are an Executor of a Will
Executors can request an original Will from us. You will need to provide:
An official Registrar’s copy of the Death Certificate
Authority requesting release of the original Will signed by all Executors named in the Will (if you are requesting by completing our Form of Authority on line, we have an ‘Authority to release Will and Property Title Deeds’ form you can fill out and return to us).
Evidence of identity for all Executors such as a Passport or Driving Licence together with a Bank Statement or Utility Bill no more than three months old.
You need to complete a Verification of Identity form, which should be signed by all Executors and returned to us, as detailed.
So that you are aware, the role of Executor carries a great deal of responsibility, as well as personal liability. An executor is responsible for reporting to the relevant authorities, such as the H M Land Registry and HM Revenue and Customs, for contacting any creditors of the deceased and for administering the deceased’s estate in accordance with their Will.
If an Executor has died, we will need an official copy of their death certificate. If you do not have this or access to a copy, you can apply to the General or local Register Office for a copy if the deceased died in the UK.
You will then need to refer to the collection or delivery protocol above.