Ready to share
What is included in the resource pack?
The text pack contains suggested newsletter wording, four useful links and a ten-minute discussion outline. You can adapt the introduction for your audience while keeping the service scope and source links clear.
Download the resource pack (.txt)Which resource suits your audience?
For people starting from scratch
A short questionnaire that produces a preparation checklist.
For people comparing costs
Direct links to free and donation-supported routes, with eligibility and limits.
For a family conversation
Executor discussion notes and a will review checklist after life events.
For people with a completed will
A private worksheet for recording where practical information can be found.
How can you introduce the resources?
Planning a will starts with a few practical decisions: who should act, who you want to provide for and where important information will be kept. SwiftWill's free preparation tools can help you organise a conversation and a checklist without giving your email address. You can use the worksheets with any provider. They are general information, not legal advice or a completed will.
What can you cover in a ten-minute discussion?
- Start with choices. Explain that some people use a free scheme, some a paid online service, and some need a solicitor.
- Explain three roles. Beneficiaries receive gifts, executors administer the estate, and guardianship arrangements concern children where applicable.
- Offer a private next step. Let each person open a worksheet on their own device or take away the blank text version.
- Close with sources. Point to GOV.UK and remind people that signing, witnessing and safe storage still matter.
Keep individual family, health and financial circumstances out of a group discussion. If a person asks for advice about their own situation, help them find an appropriate adviser. Do not complete someone else's will or select beneficiaries for them.
How do you keep the recommendation accurate?
Describe the free tools as preparation resources. SwiftWill's separate paid service prepares supported wills for England and Wales using automated checks, without individual legal review. Sharing this pack does not make your organisation a SwiftWill partner, and it does not mean that the charities or official bodies linked in the tools endorse SwiftWill.
The pack grants permission to reuse the supplied introductory wording and blank worksheets with attribution. Keep links to the current pages so people can check changing scheme details and service terms. Logos and names belonging to other organisations remain theirs.
Where can facilitators check the sources?
Use GOV.UK's will-making guidance and the CMA's guide to choosing will-writing services. A marked sample can show what a document looks like; it must not be copied and signed as a group activity.