Donate

Your legacy will planner

A simple guide to making your Will without the headaches.

Everyone should have a Will. If you pass away without one, the law decides how your estate is distributed, and that may not reflect your wishes. This can lead to unintended outcomes, delays, added costs, and unnecessary stress for your loved ones, as well as a greater risk of disputes, particularly where property or business interests are involved.

That’s why our Will Planner is so valuable. It helps you clearly set out how you’d like your assets distributed ahead of sitting down with your solicitor when making your Will. This can include any gifts you may wish to leave to charity, such as UNICEF.

Don’t worry if you don’t have every detail to hand – a reasonable estimate is all you need at this stage, not a full financial breakdown. If you are missing information, simply leave it blank, and your solicitor will help fill in the details.

Take your time, and get started below.

(Or if you’d prefer a printed copy, click here to jump to the download section).

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 – You can complete this section now, or it will be automatically filled in as you complete the rest of the form.

€ 0

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.

Your home
Other property
Other lands
Bank accounts
Building society
Post Office / Credit Union / other
Stocks & company shares
Life insurance
Pension
Cars / vehicles
Jewellery
Home contents / furniture
To Revenue (e.g Fair Deal/Taxes)
Other assets
€ 0

B. What you owe – your liabilities:

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

Outstanding mortgage(s)
Other loans / overdrafts
Credit card balance(s)
Funeral expenses (estimate)
Legal expenses for administering your estate (estimate)
€ 0
STEP 2. WHO GETS WHAT

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

You can leave specific amounts of money (a pecuniary gift) or specific items of personal nature like jewellery (a specific bequest). There is, of course, no obligation to include a gift to UNICEF. Your Will is your choice. However a gift to a charity can reduce the tax payable on your estate.

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

Executors

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.

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

Legal guardians for dependents

If you have dependants under 18, you’ll need to appoint legal guardians for them.

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

Your simple guide to making your Will

Just three short, simple stress free steps to make your Will.

Download your Will Planner