Documents checklist

78 Reviews

Document overview

Important documents and personal information checklist
Compliant
Compliant with the latest law in
  • England & Wales
  • Scotland
Document propertied
Document properties
  • Length:5 pages (100 words)
  • Available in:
    MsWordMicrosoft Word DOCXApple pagesApple PagesRTFRTF
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writing in plain english
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Notes
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Up to date with the latest law

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About this document

The document acts as a prompt for you so you can list the location (and other details, passwords, codes and so on) of important documents and other information.

You can add or delete information as you see fit. For example, you may not be comfortable recording Internet site passwords on a document. You could leave other instructions as to where your passwords may be kept, or you may ignore making them known at all.

The law on wills

The law on wills can seem complicated. We have prepared a number of short articles to explain the more difficult legal concepts. You may like to read some of our articles about what you should consider before your write your will.

This document is not compulsory to complete. It simply could help your executors establish exactly what possessions are in your estate, and make winding up your affairs much easier.

Contents

  • Layout and aide memoire for completion by the person making a will - the testator.
Sample documents checklistSample page from the end of life documents checklist

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Recent reviews

Great Service
14 June 2024
Excellent easy to understand documents with clear guidance and further support if needed. Would reccomend without reservation,
Donald Capstick
Great Service
15 April 2024
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Tracey Liddle
Great Service
05 February 2024
Very helpful
Vallabi Ramesh
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