Will Checklist
Table of Contents
Information about Yourself
Your full name.
Any former name(s) or alias(es).
Address.
Age
Marital Status.
Children.
Value Of Your Property
Property
House
Bank info
Superannuation benefits
Insurance policies
Trust property.
Foreign property.
Property likely to be inherited.
Gift
Mortgage
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
Legacies
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.
Download or Print this Will Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Kimberly French
Stats
Views
316
Views: 316
Uses
8
Uses: 8
Tasks
31
Tasks: 31
Who it's for
This Will Checklist is for anyone who wants a simple, practical way to get things done without missing steps.
- Avoid forgetting - keep all your Will essentials in one place (external memory)
- Save time - start from a proven Will structure instead of a blank page
- Stay on track - track progress, come back later, and keep momentum
- Coordinate with others - share the list and divide responsibilities
- Learn the process - follow the steps in a sensible order, even if it's your first time
How to use it
How to use this Will Checklist
- Save Will Checklist to your free Checklist account so your progress is saved and synced across devices.
- Customize it in the app: remove anything that does not apply, then add your own details for Will (dates, sizes, addresses, notes).
- If others are involved, invite them to collaborate and divide responsibilities.
- Work through the list: check items off as you go, and set reminders for time-sensitive steps.