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Your Legacy Will Planner

Your Will Planner in 3 easy steps

As part of the planning process or writing your Will, this planner will help to get your thoughts in order and save time.

STEP 1. HOW TO ESTIMATE THE VALUE OF YOUR ESTATE

A snapshot of your estate

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Is your estate more complex?

Simply tick any of these which apply.

A. What you own – your assets:

What counts as an asset? Property, savings, investments, pension value, vehicles, jewellery, antiques, life insurance, anything you own that you could sell.

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B. What you owe – your liabilities:

What counts as a liability? Mortgage, loans, overdrafts, credit cards, and likely costs (funeral, legal / admin).

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STEP 2. WHO GETS WHAT

Your beneficiaries are the people and organisations who receive something from your estate.

You can leave it. Specific amounts of money (a pecuniary bequest). Specific items (a specific bequest). A % of your estate (after the simplegist). Specific items of personal nature like jewellery (a specific bequest).

Name of people or organisations
Address
% of your estate
Amount
Specific item(s)
STEP 3. WHO YOU WANT TO CARRY OUT YOUR WILL

Executors & guardians

Your executors carry out what your Will says. Choose people who are calm, organised, and can work well together. It's usually sensible to name two executors in case one can't act. They can also be beneficiaries. If you have dependants under 18, you'll need to appoint legal guardians for them.

Name
Address
Phone / email
Relationship to you
Asked them? (Y/N)

Legal guardians for dependents

Child / dependent
Guardian you wish to appoint
Address
Phone / email
Asked them? (Y/N)