Will Checklist Form

Your Details
Full Name:
Residential Address:
Postal Address (if different):
Phone:
Mobile:
Email:
Marital Status:  Occupation:

Executors of your Will
Who will be your executors? Executor 1 would usually be your spouse. After that, it could be a friend or relative who is over 18 years and someone that you trust.

Executor 1
Full Name:
Nick Name:
Residential Address:
Relationship:

Executor 2
Full Name:
Nick Name:
Residential Address:
Relationship:

Executor 3
Full Name:
Nick Name:
Residential Address:
Relationship:

Please select which option you prefer:
Executor 1 is to make all decisions but if that executor has died, then  executors 2 and 3 take over that role. 
 The executors are to make decisions together.

If you have any children under the age of 18 years, you should specify who you want to be the guardians of your children. Ideally, the guardians would be a young to middle-aged husband and wife team who would bring in your children in the same manner that you would.

 My Guardians will be the same people as my Executors.

If you want different Guardians, please complete the details below.

Guardian 1
Full Name:
Nick Name:
Residential Address:
Relationship:

Guardian 2
Full Name:
Nick Name:
Residential Address:
Relationship:

Family Details
List any children, adopted children and step children including any you do not have contact with.


Gifts in your Will:
Please list any specific gifts that you wish to make and the recipient.


Please specify how you would like your Estate to be divided after the gifts have been made. For Example, in a husband and wife situation, all of your Estate would usually pass to your wife and then to any children if your wife died before you and then to any grandchildren of a child who predeceases you.


If you and your family were involved in a catastophic accident where there were no survivors, I suggest that your Estate be split evenly so that half goes to your family and half goes to your spouse's family.

Please specify how the two halves are to be split.

My Beneficiaries
Full Name:
Full Name:
Full Name:

My Spouse's Beneficiaries
Full Name:
Full Name:
Full Name:

Special Wishes:
Do you have any special wishes regarding burial or cremation?

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