Will Checklist
4.8/5 with 80 votes
Table of Contents
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- Information about Yourself
- Your full name.
- Any former name(s) or alias(es).
- Address.
- AgeFor the purposes of tax and investment advice.
- Marital Status.Married/co-habiting/civil partner
- Children.Or step children
- Value Of Your Property
- PropertyAny property owned in your sole name, including house, bank accounts, society security, saving certificates, shares, car, etc.
- HouseDetails of any house owned with another in joint names.
- Bank infoDetails of bank/building society accounts or other property owned with another in joint names.
- Superannuation benefitsAnd whether they are nominated.
- Insurance policiesIncluding 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.
- GiftEspecially if you have made any substantial gifts within the last seven years. This information is needed for Inheritance Tax purposes.
- MortgageWhether 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 belongingsDo you want to give any special items to named beneficiaries.
- LegaciesDo 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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Presented by:
Kimberly French
Stats
Views
676
Views: 676
Uses
15
Uses: 15
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.
Rate this Checklist
5 stars
Scores 4.80 with 80 votes