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What is included in the resource pack?
The text pack contains suggested newsletter wording, four resource descriptions with their 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?
You can reuse these short descriptions in a benefits page, newsletter or resource directory. The will-making guidance is for England and Wales; check the relevant jurisdiction before sharing it with a wider UK audience.
Free will planner
SwiftWill's free questionnaire creates a preparation checklist, without asking for a name or email. It helps people organise their next steps; it does not create a will or confirm legal suitability.
Free-will options finder
SwiftWill's guide compares selected free and donation-supported routes. Its finder filters published age and format rules for England and Wales; users must confirm eligibility and availability directly with each scheme.
Conversation and review worksheets
SwiftWill's free blank worksheets help families discuss executors and review an existing will after life events. They can be used with any provider and are not documents to sign as a will.
Executor handover
SwiftWill's free handover worksheet records where to find the signed will and practical records. Notes are not sent to or saved by SwiftWill. A browser may restore them when you return; use Clear my notes when finished. The text download is not encrypted and does not replace a will or give access to accounts.
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.
Share blank worksheets rather than collecting completed copies. Let people use their own device and choose where to keep a download. Do not ask them to enter passwords, recovery codes or full account details into a handover. These preparation tools do not give an employer, group organiser or SwiftWill access to the notes people enter.
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, resource descriptions 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.
Are you writing an article or checking a resource listing?
Our open-data page provides downloadable provider facts, individual source-check dates, limitations and attribution wording. SwiftWill compiles the comparison and sells one of the services listed; the dataset is not an independent ranking or a test of legal quality. Use the original official source for a legal rule, and confirm a scheme or provider offer before quoting it.
Choose the resource that answers your readers’ specific question and link to that page. The public resources do not require a purchase, an exchange of links or a referral arrangement. Sharing or listing one does not create a partnership. To flag an inaccurate description, use our contact details with the page address and public source supporting the correction.
Where can facilitators check the facts?
Use GOV.UK’s will-making guidance and the CMA’s guide to choosing will-writing services. GOV.UK sets out the signing rules, when legal advice is sensible, and that a will should be reviewed every five years. A marked sample can show what a document looks like; it must not be copied and signed as a group activity.
Sources
- GOV.UK: Making a will (writing your will, making it legal, updating it)
- CMA: What to consider when buying will-writing services
Sources checked 24 September 2026.