Checklist for making a will

When, as we recommend, you go into a solicitor’s office to sign your will and have it witnessed into existence, the process could take very little time at all – provided you have done your homework.

The solicitor will almost certainly have taken you through some kind of checklist or questionnaire before drawing up your will; this section of Lasting Post is to help you get ready for that – and help reduce the bill at the end.

Lasting Post checklist

The Lasting Post checklist sets out the basic information that you are likely to be asked to provide about yourself, your family, your personal circumstances and your assets.

Not everyone will need all this information to make a perfectly valid and effective will and some will need more, but making a start will save both time and money when you see a solicitor.

Download the check-list.

Please note

The information which we provide through Lasting Post is in outline for information or educational purposes only. The information is not a substitute for the professional judgment of a solicitor, accountant or other professional adviser. We cannot guarantee that information provided by Lasting Post will meet your individual needs, as this will very much depend on your individual circumstances. You should therefore use the information only as a starting point for your enquiries.