Six easy steps to making or changing your Will
- Make a list of your assets
It can be very useful, and save time and money with your solicitor or legal advisor, to make a list of your assets and estimate their value. - Make a list of what you owe
You’ll also need to consider any outstanding mortgage, loans or bills as well as anything you’re owed in order to give yourself a clearer picture of the true value of your estate - Decide who you want to benefit
List the people and organisations you wish to remember in your Will and think about how you‘d like to divide your estate between them. - Decide what type of gifts you want to leave
Find more information below on the three main types of legacy you may want to leave. - Choose your executors and meet your solicitor
Your Will is very important to the future of loved ones and causes you care for. So we strongly recommend that you see a solicitor, or a member of the Institute of Professional Will Writers, when making or changing it. You’ll also need to choose executors, usually relatives, friends or legal advisers you trust, to carry out the terms of your Will. - Keep your Will in a safe place
It’s an important document, so many people leave it in the care of their solicitor or legal adviser and keep their own copy in a safe place. Make sure your executors know how to find it.
