Making a will checklist

With 67% of UK adults not having a valid will, is this because people assume it’s a daunting task? We can assure you, it’s an easy experience. Here is a checklist of information you gather, before protecting your estate!

Your estate details

Make a list of your significant assets you will want to leave to loved ones. This can include houses, vehicles, and family businesses, and then work your way down to smaller items like jewellery or family heirlooms.

When listing your assets, remember that you can only distribute property that is owned solely in your name. That is, if you are married and your spouse holds joint title on an asset, you cannot leave that property to someone else in your will.

Make a list of all of your debts, including but not limited to the following:

  • Mortgage
  • Car loans/leases
  • Credit cards
  • Student loans
  • Personal loans
  • Outstanding taxes

Beneficiaries 

A beneficiary is someone named in your Will who will inherit the share you leave to them. I would advise you make a provision for the share to pass to, if the original person wasn’t around to inherit their share. 

You can list that the share would pass to the survivors in the Will, or to their children if they have children or to another person/people.

You may need to think of an age of your beneficiaries to inherit. A common age is 18, 21, 25 before any complex trusts are set up.

Executors 

An executor is someone who you appointment in a Will should you pass away, their roles are to arrange your funeral, apply for probate if required and wind down your estate in relation to your wishes in your Will. You have one, two or three+ executors if you wish. They can act on their own or alongside another party. This choice is up to you.

Trustees

A Trustee is someone who you appointment in a Will should you pass away, they look after a beneficiaries share of inheritance, their roles are to look after their funds in relation to your wishes in your Will. You have one, two or three+ trustees if you wish. They can act on their own or alongside another party. This choice is up to you.

Guardians

If you have minor children, your will is the perfect place to name a guardian for them should their other parent be unable to care for them for whatever reason (including if both parents die at the same time).

You can also consider how you want to provide for the care of your children; you may want to leave someone else in charge of property they will inherit until the children reach the age of majority.

Gifts

Do you have any family heirlooms you wish to leave to anyone? In your Will is a great place to state where you would like specific items to be left. 

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Golden Words From Our Clients

I would like to say a big thank you to Future Wills, after a difficult time I wanted to make a will and take life insurance to protect my 4-year-old son, your consultant was professional, friendly and patient with me start to finish.

Miss L Harrison

My husband was in hospital for several months due to a sudden illness, he had majority of the income going into this account as he would usually ring up and pay the bills or transfer the money across to me. Luckily, Future Wills advised me to have this document in place, I was able to access his bank and make sure all bills were paid on time. One less problem to have at such a difficult time.

Private Client

After years of having go visit my father daily, we decided it was best we move him into a care home, he struggled to manage his bills and couldn’t quite understand the process of what was going on. The fact we have both types of Lasting Power of Attorney enabled us to choose the right home to look after him and we were able sort out his pensions, savings and property in order to fund for his care.

Private Client

My partner sadly had an accident and lost his mental capacity, the fact I was his attorney allowed me to re mortgage our home and sell the property in order to purchase a house to suit his mobility better. I would not have been able to do this without Lasting Power of Attorney in place.

Private Client

I was recommended to set up Lasting Power of Attorney for me and my Wife, I would like to say thank you for the advice. The reason I wish to thank Future Wills, should I ask my wife to prepare such document now, I believe she would not quite understand what is going on. However, this has been taken care of as we set them up whilst we were both happy and willing to prepare for the future.

Private Client

I was under the impression a Lasting Power of Attorney was mainly for people who has lost mental capacity. However, with my arthritis being so bad or not wanting to leave the house on some days. My attorneys can step in and help me with my tasks such as picking up my prescription for me, going to the bank and other physical tasks I struggle with now.

Private Client

I had a Will written over 4 years ago, I saw your new client offer and thought I would take advantage and update mine. I was made to understand why my Will is so important and learnt so much information I didn’t know before. I have recommended Future Wills to all my friends & family.

B Titmas

We saw a Will Writer a long time ago and made Mirror Wills, we decided to see Future Wills to review our current Wills, after a great meeting we decided Mirror Wills wasn’t the suitable option for us and made Protective Property Trust Wills many thanks to Future Wills and their team.

Mr and Mrs Wilson

I was very nervous about making my Will, it was something I put off for many years. However from the first phone call to returning my Will I was made to feel welcome and the service was very professional.

P Greengrass
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