Will and Document
Once you have created your Will and got your affairs in order, you need to make sure all your important documents are stored safely away, ready for when you need them.
Losing vital paperwork through fires, flooding or theft could spell disaster for you and your family, especially if there are no other records available. This is why we always advise our customers to take advantage of Locate, our nationwide document storage facility which is currently in operation in England and Wales.
Store your documents with us, and we will make sure your Wills, deeds and other crucial records are kept out of harm’s way. We offer fixed annual fees to cover all requirements, from more basic Personal Storage options through to comprehensive Family Storage and Business Storage services.
You can retrieve any document at any time, free of charge. All you need to do is call the Central Administration Office with your personal ID number, and your paperwork will be at your door within 48 hours. All your documents are fully insured and covered for loss or damage through the group’s professional indemnity insurance.
Your annual storage box fee is fixed for life. If your circumstances change, you can upgrade your storage options at any time.
You can also update your Will once a year, free of charge. Customers who have previously instructed us to draft their Will and hold it in storage will receive an annual letter reminding them to review their circumstances and amend their Will if necessary.
Our Storage Services
Suitable for a small number of documents.
Suitable for house/property deeds and papers, pension/insurance policies, private letters and correspondence, certificates, diplomas and awards.
Suitable for accounts/PAYE records, computer printouts, disks and sales/purchase ledgers.