Request a document we are storing for you
If we are storing a Will, Lasting or Enduring Power of Attorney, property deed or another document for you, please complete the request form:
Fill out document request form or call us on 0345 567 5002.
We will confirm whether we hold the document and explain what information or evidence we need to release it.
Guidance and information
Documents can contain private and sensitive information. Before releasing anything, we must confirm the identity and authority of the person making the request. The guidance below explains what we will ordinarily need, although the requirements may vary depending on the document and the circumstances.
Requesting a Will
If we store your Will it can be retrieved from us at any time. A Will is a private document, and we have a responsibility to ensure it is released to you solely as the person who wrote the Will. We will require confirmation of identification before we are able to release any documents to you.
If we store a Will on behalf of someone who has passed away, we can only release the Will to appointed individuals named in the document to deal with the deceased’s estate. Once we have confirmed the document is being held by us, as Executors you will be asked to provide personal identification for each Executor named in the document. You will also be asked to provide a copy of the death certificate relating to the person whose document we are holding.
Lasting or Enduring Power of Attorney
As the person who made the Power of Attorney this can be retrieved at any time. A Lasting or Enduring Power of Attorney is a private document, and we have a responsibility to ensure it is released to you solely as the person who made the document. We will require confirmation of identification before we are able to release any documents to you.
If we store an individual’s Lasting or Enduring Powers of Attorney we are only authorised to release to the individual or those appointed (Attorneys), who will be identified in the documents.
If the owner of the document has sufficient mental capacity to deal with their affairs and have requested that you retrieve their original Lasting or Enduring Power of Attorney document or a certified copy, we require written confirmation of the instructions authorising us to release the document to you.
If the owner of the Lasting or Enduring Power of Attorney no longer has sufficient mental capacity to deal with their own affairs, we will require written confirmation from a medical professional or from a care home provider confirming the owner of the document’s loss of capacity.
Property Deeds
If we store your property deeds you can retrieve these at any time. Residential properties are usually registered with the Land Registry, and you can obtain your title deeds electronically by searching the Land Registry website as there is no longer a legal requirement for hard copy deeds when selling a property.