SWIFTWILL - BLANK WILL PLANNING WORKSHEETS
General information for England and Wales. Not a will or legal advice.
These notes do not appoint an executor, alter a will or confirm its validity.
Keep your completed copy private. Do not enter passwords or security details.

EXECUTOR CONVERSATION
1. Would you be willing to act? What would you like to know before deciding?
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2. What would make the role manageable? Consider time, location and support.
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3. Who else would be involved? Discuss other proposed executors and availability.
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4. Where would the original will and important records be found?
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5. What questions should we follow up with the will writer or solicitor?
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LIFE-EVENT REVIEW
[ ] Marriage or civil partnership planned or completed: get advice promptly.
[ ] Separation, divorce or a relationship change.
[ ] Birth, adoption or changes in a child's needs.
[ ] Executor, guardian or beneficiary died or can no longer act.
[ ] Move, property purchase or significant financial change.
[ ] Wishes changed, or it has been about five years since the last review.

Next steps:
[ ] Locate and read the current will.
[ ] List questions for your will writer or solicitor.
[ ] Arrange any necessary changes and proper signing.
[ ] Update the location information for your executors.

No boxes selected does not mean a will is current or suitable. Do not destroy an
existing will before a replacement has been properly made and signed. Get advice
if you are uncertain about changing or revoking a will.

Current tools: https://swiftwill.co.uk/will-planning-resources/
Executor handover: https://swiftwill.co.uk/executor-handover/
Sources: https://www.gov.uk/make-will/writing-your-will
https://www.gov.uk/make-will/updating-your-will

You may reproduce this blank worksheet with SwiftWill attribution and the links.