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The Estate Planning Checklist
What to include in your will, which assets to list, and the decisions most people overlook, in one plain-English PDF.
Get the free Estate Planning Checklist
What to include in your will, what assets to list, executor responsibilities - everything in one plain-English PDF.
What's inside
Your assets
The assets you must list, property, savings, investments, life insurance, and the ones most people forget, including digital assets and online accounts.
Choosing your executor
What the executor role actually involves, who to choose, and what happens if you don't name one.
Guardianship
What happens to your children if you don't name a guardian in your will, and why the court's choice may not be yours.
Common mistakes
The five most common will-writing mistakes, from invalid witnessing to unintended gifts, and how a proper kit prevents them.
Executor responsibilities
A plain-English list of what your executor will need to do: probate, HMRC notifications, asset collection, and distribution.
Beneficiaries
How to name beneficiaries clearly, what happens if a beneficiary dies before you, and how to handle shared gifts.
Why is it free?
Planning your estate is complicated enough without paying for a checklist. We make our money when you're ready to write your will properly, with our Single Will Kit (£39.99) or Essentials Bundle (£89.99).
All our kits are instant PDF and Word downloads, no subscription, no upsells, 30-day money-back guarantee.
What the checklist covers
The checklist walks the whole estate-planning job in order: listing what you own and roughly what it is worth, deciding who inherits and who acts as executor, writing and correctly witnessing the will, appointing guardians for children under 18, checking pension and life-insurance nominations, and telling the right people where the signed original is kept. Each step notes the common mistake that invalidates it, unwitnessed signatures and out-of-date nominations top the list.
It pairs well with the free tools on this site: run the Will Health Check if you already have a will, or the Intestacy Calculator to see what happens if you never get round to one. Unfamiliar terms are all in the plain-English glossary.
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