SuccessionPopulated 26 Jul 2026Plan on record · not executed

The plan exists and is detailed. There is no evidence it has been executed.

Executors, guardians, beneficiaries and funeral wishes are all written down. What is missing is a signed will — and that gap is the largest single risk in this hub.

£800k
Life cover
3
Named executors
2
Named guardians
0
Signed wills found
The gap

A plan in a Word document is not a will

Everything below comes from The Byrne-Bernards.docx — a thorough set of notes, clearly prepared for a solicitor. No executed will, no registered Lasting Power of Attorney, and no completed trust deed has been found in the folder.

With a £746,778 mortgage, two children and £800,000 of life cover, dying intestate would put the family through the slowest possible version of this.

The solicitor prep pack is already on file: SIMPLER LAW — Preparing for Your Appointment · dated Sept 2023, so this has been pending a while.

Who does what

From The Byrne-Bernards.docx
Role
Named
Note
Executors
3
Sean · Dan · Pascale
Guardians
2
Pascale, then Sean
Beneficiaries
3
Violaine, then Francoise & Mina

The plan for the children: expenses met until 21, then inherit at 21 — or an allowance until 28 unless spent on a house. That choice is still marked undecided. Guardian plan: sell the London house, buy in Consett, children live with Pascale. Funeral: David — cremation, ashes spread on the heath.

Assets and liabilities

As recorded
Item
Value
Note
Home — 36 Chudleigh Road
£1,000,000
Life insurance
£800,000
£400k Royal London + £400k Scottish Equitable (Aegon)
Pensions
£50,000
Includes £16,157 Royal London
Other savings
£30,000
House contents
£12,000
Car
£8,000
Mortgage
−£746,778
Bank of Ireland UK
Equity in the home
~£253,000
Value less mortgage

Open questions David wrote down

For a solicitor
Unresolved

Seven things waiting on an appointment

Life insurance for Violaine · consolidate the pensions · one trust covering all life insurance and pensions · whether marriage would simplify matters (the £325,000 inheritance-tax transfer between spouses) · putting the property into trust to protect the survivor · adoption status for Francoise · and the note "Musical Dice loan to die with me".

That last one matters: the HSBC Bounce Back Loan runs to about 2030 and is a company liability. Whether it truly dies with the director is a question for the accountant, not an assumption.

Where things are

Wills, Trusts & Life InsuranceThe plan, trust forms, solicitor pack
6 files
Identity & LegalPassports, NI, birth certificates
17 files
Expiry dates not yet recorded
—
David James Wealth on record
Master SummaryEverything, with sources
—
Start here in an emergency