Your life. Your plan.
Getting ready to talk about my will
This is a preparation sheet. It is not a will and must not be used as one. You can leave questions blank. Keep it private.
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What I want help with
My questions and the choices I want to discuss.
People and organisations important to me
Who might I want to provide for? Who depends on me?
Things to discuss with the solicitor
My home, money, belongings, debts and other arrangements. Do not write passwords or full account details here.
Support for my appointment
Communication, pictures, time, breaks, access and someone I want to attend.
Choosing an executor
Who might do this? Have I asked them? What fees would apply?
Questions before signing
Costs, understanding, witnesses, safe storage and when to review.