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Will checklist

Make it Legalâ„¢ Checklist

Here are a few important steps to take to finish your document

Read the document to make sure it meets your needs.

Remember that if you have any questions you can easily Ask a lawyer.

Witnesses

The execution of your Will involves three people: you and two witnesses.

  1. You must all be present throughout the process.

  2. Each witness must have mental capacity and should:

    1. not be under the age of 18

    2. not be an executor or beneficiary of your Will

    3. not be related to you or to anyone mentioned in your Will, either by blood, marriage or civil partnership (but they can be relate to each other)

Preferably your witnesses should be your age or younger to make it more likely that they will be alive at your death, in case they are required to give evidence about the signing of your Will.

Signing procedure

  1. Print out a copy of your Will.

  2. Before signing your Will, you should read it through carefully again.

  3. It is not necessary for your witnesses to read your Will, although they should be made aware that it is your Will they are witnessing.

  4. In the presence of your two witnesses and in the spaces provided, you should: date the document (for example: "the 6th day of June 2012"); sign your name using your "usual" signature where indicated whilst your witnesses watch.

  5. Ask your two witnesses to add, in your presence, their "usual" signatures where indicated, asking them to print their names, addresses and occupations clearly for identification purposes.

No alterations should be made after your Will is signed.

  • Make a copy and store the original safely away.
  • Tell someone where you have stored your Will, such as the executor(s)
  • Review your Will regularly, especially if there are any changes to your circumstances.

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