Estate Planning Tool
Will Checklist
Everything you need to gather and decide before writing your will, in the right order. Tick items off as you go — your progress saves automatically on this device.
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Before You Start
Decide whether you need a lawyer or can use an online service
Straightforward estates under ~$1M can usually use a reputable online service for $0–$100.
Make a rough inventory of what you own
Property, savings, investments, vehicles, valuables, and digital assets.
Estimate the total value of your estate
This helps you decide whether you need professional help with taxes.
Key Decisions
Choose your executor
The person who will carry out your wishes. Pick someone organised and trustworthy.
Choose a backup executor
In case your first choice is unable or unwilling to serve.
Name a guardian for any minor children
This is one of the most important reasons to have a will.
Name a backup guardian
Have a conversation with both beforehand.
Decide who inherits what
Be specific — use full legal names and clear descriptions.
Name contingent (backup) beneficiaries
In case a beneficiary dies before you.
Specific Wishes
List any specific gifts or heirlooms
Particular items going to particular people.
Decide on your residuary estate
Who receives everything not specifically mentioned.
Note any charitable donations
Charities can be tax-efficient beneficiaries.
Consider funeral or burial wishes
These can be noted, though a separate document is best.
Making It Legal
Write or generate the will document
Using an attorney or a reputable online service.
Sign it in front of two qualified witnesses
Witnesses should not be beneficiaries.
Consider a self-proving affidavit
A notarised statement that can speed up probate.
Store the signed original safely
A fireproof safe or safe deposit box.
Tell your executor where to find it
A perfect will is useless if no one can locate it.
Keep It Current
Review your will every 3–5 years
And after every major life event.
Align beneficiary designations with your will
Retirement accounts and life insurance override your will.
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