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Releasing documents

To discuss releasing a Will, LPA, EPA or Deeds, call us on 01789 292238 or email admin@robertlunnlowth.co.uk.
 
We have a duty of confidentiality to our clients and therefore have certain requirements to release documents which we hold in storage. Please note the following:-
 
Your Will/Lasting Power of Attorney (LPA)/Enduring Power of Attorney (EPA)/Deeds

If you have original documents stored by us and would like the documents released to you, we require:
  1. A signed letter of authority from you which confirms:
    1. Your full name
    2. Your current address
    3. Your address which is stated in the documents
    4. Which documents you would like to be released
  2. Two forms of ID:
    1. Current photo ID, such as passport or driving licence AND
    2. Proof of address dated within the last three months, such as a utility bill, bank statement or official letter from NHS, HMRC or DWP
We will then review the documentation and, if approved, will post your documents via recorded delivery* to your current address, or you can collect them.
 
Releasing the Will of a deceased person

We require:
  1. The original death certificate of the deceased
  2. A signed letter of authority from all executors/administrators, which confirms:
    1. Their full names
    2. Their current addresses
    3. The person and address to release the documents to
  3. Two forms of ID for all executors/administrators:
    1. Current photo ID, such as a passport or driving licence AND
    2. Proof of address dated within the last three months, such as a utility bill, bank statement or official letter from NHS, HMRC or DWP
If any of the executors have passed away, we also require a copy of their death certificate.
We will then review the documentation and, if approved, will post the Will via recorded delivery* to the specified address, or one of the executors can collect it.
 
Releasing the deeds of a deceased person

We require:
  1. The original death certificate of the deceased
  2. The grant of probate or letters of administration
  3. A signed letter of authority from all executors/administrators which confirms:
    1. Their full names
    2. Their current addresses
    3. The person and address to release the documents to
  4. Two forms of ID for all executors/administrators:
    1. Current photo ID, such as a passport or driving licence AND
    2. Proof of address dated within the last three months, such as a utility bill, bank statement or official letter from NHS, HMRC or DWP
We will then review the documentation and, if approved, will post the deeds via recorded delivery* to the specified address, or one of the executors/administrators can collect them.
 
Releasing the EPA/LPA of a deceased person

The EPA/LPA ceases to have effect when the donor passes away. 

Should this still be required, we require:
  1. The original death certificate of the deceased
If you are the executors/administrators, we also require:
  1. The grant of probate or letters of administration
  2. A signed letter of authority from all executor/administrators which confirms:
    1. Your full names
    2. Your current addresses
    3. The person and address to release the documents to
  3. Two forms of ID for all executors/administrators:
    1. Current photo ID, such as a passport or driving licence  AND
    2. Proof of address dated within the last three months, such as a utility bill, bank statement or official letter from NHS, HMRC or DWP
We will then review the documentation and, if approved, will post the EPA/LPA via recorded delivery* to the specified address, or one of the executors/administrators/attorneys can collect it.
 
Confirming if we hold a person’s Will/LPA/EPA/Deeds if you are appointed as an attorney

If the person has capacity

We require (for the donor and the attorney):
  1. A signed letter of authority from them which confirms:
    1. Their full name
    2. Their current address
    3. The address which is stated in the documents
    4. Which documents they would like to be released
  2. Two forms of ID:
    1. Current photo ID, such as a passport or driving licence AND
    2. Proof of address dated within the last three months, such as a utility bill, bank statement or official letter from NHS, HMRC or DWP
If the EPA, LPA or Deputyship Order appoints you to act jointly (not jointly and severally) with other attorneys or deputies then we also require a letter of authority and two forms of ID from the other attorneys or deputies in order to release any documentation.

We will then review the documentation and, if approved, will post confirmation of documents stored and/or any documents requested by the person via recorded delivery* to their current address, or they can collect them.
 
If the person has lost capacity

We require (from each attorney/deputy, if acting jointly):
  1. Two forms of ID:
    1. Current photo ID, such as a driving licence, passport or bus pass AND
    2. Proof of address dated within the last three months, such as a utility bill, bank statement or official letter from NHS, HMRC or DWP
  2. A copy of the registered LPA or EPA which appoints you as an attorney if we do not hold it or the Deputyship Order which appoints you as deputy.
If you are appointed as an attorney under an unregistered EPA which we hold, we would also require a letter from the person’s GP which confirms that they have lost capacity.

We will only provide a copy of someone’s Will to you, rather than their original Will.

If the EPA, LPA or Deputyship Order appoints you to act jointly (not jointly and severally) with other attorneys or deputies then we also require a letter of authority and two forms of ID from the other attorneys or deputies in order to release any documentation.

* subject to reimbursement of reasonable postage costs, if applicable