Free checklist
Before you write your Will.
A simple list of what to gather and what to decide. Print it, work through it over a cup of tea, and bring it with you. No email address needed, no sign up, it is just yours.
Charles Massey
Before you write your Will
The people
- Full names and addresses of everyone you want to leave something to
- Executors: one or two people you trust to sort things out
- A reserve executor in case someone cannot act
- Guardians for any children under 18, and a reserve
- Anyone you want to leave out, and a note of why
- Trustees, if money will be held for children
What you own
- Your home: address, rough value, mortgage balance
- How the home is owned: joint tenants or tenants in common
- Any other property, in this country or abroad
- Bank and building society accounts
- Savings, ISAs, shares and premium bonds
- Pensions and life insurance, and who is currently named on them
- Vehicles, jewellery, and anything with sentimental value
- Business interests or a share in a partnership
What you owe
- Mortgage and any secured loans
- Credit cards, car finance and personal loans
- Equity release or lifetime mortgage
Your wishes
- Who gets what, and in what shares
- Specific gifts: an item, a sum of money, a gift to charity
- At what age children should inherit
- Burial or cremation, and any funeral wishes
- Pets: who will look after them
- Digital accounts, photos and passwords
Family circumstances worth mentioning
- Married, divorced, separated or living together
- Children from an earlier relationship
- Anyone who depends on you financially
- A beneficiary who is vulnerable or receives benefits
- Any earlier Will, and where it is kept
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