Will Checklist
Table of Contents
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.
Download or Print this Will Checklist
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Presented by:
Kimberly French
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Views: 244
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Uses: 8
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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.