SWIFTWILL - COMMUNITY WILL PLANNING RESOURCE PACK
For employers, membership organisations and community groups.
Published 12 September 2026. Check the linked pages for current information.

ABOUT THIS PACK
These public resources can be shared without an account. Sharing them does not
create a partnership, affiliation, endorsement or referral-fee arrangement.
No participant information is sent to your organisation through these links.

INTRODUCTION YOU CAN REUSE
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.

FOUR LINKS TO SHARE
Starting from scratch: https://swiftwill.co.uk/tools/will-planner/
Comparing free routes: https://swiftwill.co.uk/free-will-options/
Conversation and review: https://swiftwill.co.uk/will-planning-resources/
Practical handover: https://swiftwill.co.uk/executor-handover/

TEN-MINUTE DISCUSSION OUTLINE
1. Explain the choices: free schemes, paid online preparation and solicitors.
2. Explain the roles of executors, beneficiaries and (where relevant) guardians.
3. Invite people to prepare privately, with a worksheet on their own device.
4. Share GOV.UK sources and explain that signing, witnessing and storage matter.

Facilitator notes:
- Do not discuss personal health, finances or family disputes in the group.
- Do not select beneficiaries or complete someone else's will.
- Direct individual legal questions to an appropriate professional adviser.
- The free tools are preparation aids, not legal reviews or signable documents.
- SwiftWill's separate paid service uses automated preparation and checks for
  supported circumstances in England and Wales, without individual legal review.
- Linked charities and public bodies do not endorse SwiftWill or your event.

PERMISSION TO REUSE
You may reproduce the supplied introduction and blank worksheets with SwiftWill
attribution and the original links. Do not imply endorsement or a formal
partnership. Third-party names and logos remain the property of their owners.

Blank worksheets: https://swiftwill.co.uk/resources/will-planning-worksheets.txt
Full pack page: https://swiftwill.co.uk/partner-resources/
Official guidance: https://www.gov.uk/make-will
Choosing a service:
https://www.gov.uk/government/publications/what-to-consider-when-buying-will-writing-services/what-to-consider-when-buying-will-writing-services