When you make a will with a professional will writer, you will usually be asked to provide identification documents. This is not bureaucracy for its own sake - identity verification serves important purposes that protect you, your will, and your family. Understanding why these checks matter can help you appreciate this essential safeguard.
In this guide
Why identity verification matters
Identity checks serve several important purposes in the will-making process:
- Fraud prevention: Confirming identity helps ensure that someone is not impersonating you to create a fraudulent will
- Accurate identification: Your will needs to identify you clearly so there is no doubt about whose estate it deals with
- Evidence of the process: Documentation of identity checks provides evidence that proper procedures were followed
- Professional standards: Will writers and solicitors are expected to verify client identity as part of their professional obligations
Protecting against fraud
Unfortunately, fraud involving wills does occur. Criminals have attempted to:
- Create false wills to inherit from vulnerable people
- Impersonate individuals to divert inheritance
- Forge documents relating to deceased persons' estates
Identity verification at the will-making stage helps prevent these problems. When a will is made by a known, verified individual, it is much harder to challenge later on the grounds of fraud.
What documents are typically required
Most will writers will ask for at least two types of document:
Photo identification
Common accepted documents include:
- Current passport
- Current UK driving licence (photocard)
- National identity card from an EU country
- Biometric residence permit
- Older person's bus pass with photograph
Proof of address
Documents showing your current address, typically dated within the last three months:
- Utility bill (gas, electricity, water)
- Bank or building society statement
- Council tax bill or notification
- HMRC correspondence
- Current UK driving licence (if not used for photo ID)
What if you do not have standard documents
Not everyone has a passport or driving licence. If you lack standard identification, discuss your situation with your will writer. Alternative arrangements may include:
- Birth certificate combined with other documents
- Documents from government departments (such as benefits letters)
- A letter from a professional who knows you (such as a doctor or minister)
- Combination of other official documents
Will writers across Kent, including in Tonbridge and Sevenoaks, are experienced in finding practical solutions for clients without standard identification.
Home visits and identity verification
If your will is being prepared during a home visit, identity verification is particularly important. Meeting in your own home, seeing personal documents, and observing your circumstances all contribute to confirming who you are.
Professional will writers will still ask to see formal identification, but the home environment provides additional context.
How identity checks protect your family
Proper identity verification during will-making protects your family in several ways:
- Reduces the risk of successful challenges to your will
- Provides evidence if anyone claims fraud or impersonation
- Gives your executors confidence that the will is genuine
- Demonstrates that proper processes were followed
Related professional obligations
Beyond will-writing itself, some professionals have additional obligations. Solicitors, for example, must comply with anti-money laundering regulations that require client identification. While not primarily about will-writing, these obligations reinforce the importance of knowing your client.
Key takeaways
Identity verification when making a will is a standard safeguard that protects against fraud, ensures accurate identification, and provides evidence that proper processes were followed. Having your passport or driving licence and a recent utility bill to hand will make the process smooth. If you lack standard documents, discuss alternatives with your will writer.
Frequently Asked Questions
Why do will writers need to verify my identity?
Identity verification protects you from fraud, ensures the will accurately identifies you, and helps prevent disputes about whether the will was made by the right person. It is a standard safeguard in professional will writing.
What documents do I need to provide for identity checks?
Typically you need one form of photo ID (such as a passport or driving licence) and one proof of address (such as a utility bill or bank statement dated within the last three months). Requirements may vary slightly between providers.
Is identity verification a legal requirement for wills?
There is no specific legal requirement for identity verification when making a will. However, professional will writers and solicitors conduct these checks as a matter of good practice and to comply with their professional obligations.
What if I do not have standard ID documents?
If you do not have a passport or driving licence, alternative documents may be accepted, such as a birth certificate, older person's bus pass with photo, or documents from government departments. Discuss your situation with your will writer.
How does identity verification protect my family?
Proper identification helps ensure your will is valid and less likely to be challenged. It provides evidence that the will was made by you and not someone impersonating you, protecting your family from fraud and disputes.