Will & Estate Planning Preparation Checklist

WILL & ESTATE PLANNING PREPARATION CHECKLIST PEOPLE [ ] Full legal name and current contact details [ ] Partner / spouse details [ ] Children and dependants [ ] People you may want to appoint as executor and backup executor [ ] Guardians you may wish to nominate for children [ ] Care arrangements you want considered for pets YOUR ESTATE [ ] Property and how it is owned [ ] Bank accounts and investments [ ] Vehicles and significant personal items [ ] Business, company or trust interests [ ] Debts, mortgages and guarantees [ ] Digital assets and online business interests [ ] Overseas assets, if any SUPER & INSURANCE [ ] Super fund details [ ] Check current death-benefit nomination with the fund [ ] Life insurance details YOUR WISHES [ ] People or organisations you want to benefit [ ] Specific gifts or personal items [ ] Charitable gifts, if wanted [ ] Funeral / memorial wishes [ ] Personal messages kept separately from the legal Will if appropriate DOCUMENTS & REVIEW [ ] Know where your original Will will be stored [ ] Tell the executor where the original can be found [ ] Check signing and witnessing requirements for your state or territory [ ] Consider legal advice for blended families, trusts, businesses, overseas assets, disputes or other complexity [ ] Review the Will after major life or financial changes Never store passwords, PINs, card security codes or authentication codes in this checklist. This checklist helps you prepare. It is not a Will and does not create or change legal rights.