- List the assets you are able to dispose of by a Will.
- Consider whether you want any specific items such as cars, antiques or jewellery to be left to specific beneficiaries.
- List your debts and consider how these are to be repaid on your death.
- Decide whether you want to leave any specific instructions regarding funeral arrangements.
- Wills check-list.
- Choose an executor and a substitute executor who will be able to administer your estate.
- Consider the powers and directions you want to give your executor.
- List all persons who may be legally entitled to claim a share of your estate and consider how best to avoid possible challenges to your Will.
- Choose guardians for your infant child.
- Seek advice about the legal formalities of making a valid Will.
- Arrange for the assistance of two independent adult witnesses who can sign your Will.
- Advise your executor of the whereabouts of your Will and give him or her a copy of it in a sealed envelope.
- Arrange for your Will to be left with a solicitor, your bank or in a private safe.
- If you have a Will, check that it still complies with your wishes, that it cannot be legally challenged and that it is stored in a safe place.
- If your Will no longer complies with your wishes, seek legal advice about whether you should make a Codicil or a new Will.
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