Will Checklist is a checklist from our database of thousands of free checklists. It's just the help you need to get organized so you can be more productive. You can attach notes, add tasks and even set due dates. And the checklist is accessible wherever you are! You can customize Will Checklist once you have it in your "My Checklists" section. Get started with this checklist, and you will achieve your goals sooner than you ever thought possible.
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Use this list!- Information about Yourself
- Your full name.
- Any former name(s) or alias(es).
- Address.
- Age. For the purposes of tax and investment advice.
- Marital Status. Married/co-habiting/civil partner
- Children. Or step children
- Value Of Your Property
- Property. Any property owned in your sole name, including house, bank accounts, society security, saving certificates, shares, car, etc.
- House. Details of any house owned with another in joint names.
- Bank info. Details of bank/building society accounts or other property owned with another in joint names.
- Superannuation benefits. And whether they are nominated.
- Insurance policies. Including whether or not you have instructed the Insurance Company to benefit a particular person on your death.
- Trust property.
- Foreign property.
- Property likely to be inherited.
- Gift. Especially if you have made any substantial gifts within the last seven years. This information is needed for Inheritance Tax purposes.
- Mortgage. Whether your property mortgaged and whether you have any other substantial debts.
- Business/Agricultural property.
- Names of intended Beneficiaries
- Spouse - full name.
- Children - names and ages.
- Others - names/addresses.
- Details of any gifts you want to make
- Personal belongings. Do you want to give any special items to named beneficiaries.
- Legacies. Do you want to make gifts of cash to friends or charities.
- Who is to receive the rest of your property?
- Other Information
- Full names and addresses of proposed Executors and Trustees.
- Names and addresses of any Guardians appointed to look after your children
- Your wishes with regard to the body and any funeral arrangements.
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