Get ready to make your will

Think about the people in your plan

• List the people or charities you want to receive something.
• Think about a backup if someone dies before you.
• Ask someone to be your executor and carry out your wishes.
• Consider a backup executor.
• Note anyone who relies on your financial support.

If you have children under 18, think about who could care for them. Read about guardians before choosing. Parental responsibility and court orders can affect when an appointment takes effect.

List what you own and owe

• Make a broad list of your home, savings, investments and belongings.
• Note debts and anything you own with someone else.
• List any gifts of money or special items.
• Think about who should receive the rest after debts and gifts.
• Check who you have named to receive any pension or life-insurance payment after you die.

Not everything passes under a will. Joint ownership, pensions and some insurance arrangements have their own rules. Ask the provider or a solicitor if you are unsure.

Write down questions for advice

Flag any children from an earlier relationship, an unmarried partner, property abroad, a business or a possible dispute. Also note a wish to leave someone out or support someone who cannot manage money alone.

Do not try to draft a trust or complex condition from a short checklist. A solicitor can help you explore the options.

Plan the last steps too

• Decide what checking and support you want.
• Compare the full cost before paying.
• Allow time to read the draft and ask questions.
• Plan suitable witnesses and safe storage.

Print this page and keep any personal notes somewhere safe. There is no need to type names, balances or passwords into this website. The boxes help you track your reading; they do not make a legal document.