Checklist
Will Checklist
A planning checklist covering executors, beneficiaries, guardians, property, pensions and storage — everything to settle before you make or update a will.
Last reviewed: 1 September 2026

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A planning list to get your thoughts in order before you make or update a will. It does not create a legally valid will.
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A simple printable checklist covering the key tasks that may need dealing with after someone dies.
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When Someone Dies Guide provides general information and practical tools for educational purposes. It does not provide legal, financial, tax or medical advice. Rules and fees can change, and individual circumstances differ. Where appropriate, users should check current information with GOV.UK or a suitably qualified professional.