Will Checklist

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

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.

Spouse - full name. Children - names and ages. Others - names/addresses.

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?

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.

Will Checklist

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