Will Preparation Worksheet


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Below is a handy worksheet to use to gather the preliminary information needed for creating a will. It is just a starting point. After you complete the form, print it and make an appointment with your lawyer, or use the information to create your own will.

The material presented on our web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice, you may wish to consult a competent attorney, tax advisor, or accountant.

All relatives who would share in your property if you had no will

Relative 1
Relative 2
Relative 3
Which of the following item(s) do you have?
What is the date and location of your old will?
Who do you want to act as Guardian/Trustee of your children?
Who do you want to act as Executor?
Who do you want to act as alternate Executor?

List all life insurance policies:

Policy 1
Policy 2
Policy 3

List bank accounts (individual and joint):

Bank Account 1
Bank Account 2
Bank Account 3

Real Estate (Individual and joint):

Real Estate 1
Real Estate 2
Real Estate 3

Stocks, Bonds, Mutual Funds (individual and joint):

Stocks, Bonds, Mutual Funds 1
Stocks, Bonds, Mutual Funds 2

Stocks, Bonds, Mutual Funds 3

Stocks, Bonds, Mutual Funds 4

What disposition do you wish to make of your property?

Disposition 1
Disposition 2
Disposition 3
Disposition 4
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