Wills Checklist

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Will Checklist: Key Information & Instructions



I. Personal Information of Testator (You)

  • Full Legal Name
  • Date of Birth
  • Current Address

II. Executor Appointment

Primary Executor:

  •  Full Name:
  • Contact Information (Phone, Email, Address):
  • Alternate Executor (Successor):
  • Full Name:
  • Contact Information:

III. Guardian(s) for Minor Children (If Applicable)

Primary Guardian(s)

  1.     Full Name(s):
  2.     Contact Information:

Alternate Guardian(s):

  •  Full Name(s):
  •  Contact Information:

IV. Beneficiaries & Distribution of Assets

General Beneficiaries:

  •    Full Name(s):
  •    Relationship to Testator:
  •    Specific Asset(s) or Percentage of Estate:
  •    Alternate Beneficiary(ies) (in case of death or inability to inherit):

Specific Bequests:

  •  Description of Item (e.g., "Land at [Address]", "Company Shares of [Company Name]", "Account at [Bank Name]"):
  •  Full Name of Beneficiary:

Residuary Estate:

  •   Instructions for Distribution of Remaining Assets (after specific bequests):
  •   Full Name(s) of Residuary Beneficiary(ies):
  •   Percentage Allocation (if multiple beneficiaries):


V. Debts, Expenses & Liabilities

Instructions for Handling:

  •    Payment of Outstanding Debts (Mortgages, Loans, Credit Cards):
  •    Payment of Taxes:
  •    Payment of Funeral Expenses:
  •    Other Liabilities (e.g., school fees):

VI. Funeral Instructions (Optional)**

  • Specific Wishes: (e.g., burial or cremation, memorial service preferences)

VII. Legal Review (Highly Recommended)

  • Confirmation of Consultation with an Attorney: (Yes/No)
  • Attorney Name (If Applicable):
  • Date of Consultation (If Applicable):


VIII. Review and Updates

  • Schedule for Regular Review (e.g., annually, or upon significant life events):
  • Record of Updates (Dates and Nature of Changes):


IX. Storage and Accessibility

  • Location of Original Will:
  • Location of Copies (If Any):
  • Notification of Executor & Key Beneficiaries: (Confirm that they know where to find the will)

Execution (Signatures & Witnessing)

Testator's Signature:

  •   Date:
  •   Signature or Thumb Print:

Witnesses: Two required, not beneficiaries or related to testator)

Witness 1:

  •    Full Name:
  •    Signature:
  •    Date:

    Witness 2:

  •   Full Name:
  •   Signature:
  •   Date:

Notarization:(Recommended, especially if not a national of the country where the will is executed)

  •     Notary Public Name:
  •     Date of Notarization:
  •     Seal/Stamp:


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