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Simple Will Preparation

Gather information and assets needed to draft a basic last will and testament.

What this tool does

Gather information and assets needed to draft a basic last will and testament.

How to use

  1. Work down the list and tick each item as you finish it.
  2. Ticks are saved on this device, in your browser, so they are still there when you come back.

What this checklist covers

The list has 3 groups and 15 items.

  • Take stock (7 items): List all assets and property; Document bank accounts; List investment accounts; Document real estate; List life insurance policies; List debts and liabilities; Document digital assets
  • Decide who (3 items): Choose an executor; Decide who you want to benefit; Decide who you would want as guardians (if you have children)
  • Finish and keep safe (5 items): Find out how a will must be signed and witnessed where you live; Consider having a lawyer review the will; Store the signed will somewhere safe; Tell your executor where it is kept; Review and update it when your circumstances change

Tip: Tick each item as you go. Ticks are saved on this device.

Limitations

  • This is a general list. It does not know your circumstances, so add or skip steps to suit you.
  • Ticks are saved only in this browser on this device.
  • It is not legal advice and does not replace a lawyer. Rules for making a valid will differ by place, so check them locally or ask a lawyer.

FAQs

Q: Does the checklist change with my situation?
A: No. It starts as one list of 15 items in 3 groups and does not ask questions about you. Add your own items and remove the ones that do not apply.
Q: Are my ticks saved?
A: Yes. Ticks are saved in your browser on this device, so they are still there when you come back. They are not sent anywhere and do not follow you to another device or browser.
Q: How do I start again?
A: Press Uncheck All on a section to clear its ticks and keep your items, or Reset to Default to bring back the original list for that section and remove the items you added. Clearing your browser data for this site also removes the saved ticks.
Q: Does this checklist make a will?
A: No. It only helps you gather information before you draft one. It does not produce a will or any legal document.

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