Documents checklist

80 Reviews

Key features

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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Backed by our watertight guarantee

If the document isn’t right for your circumstances for any reason, just tell us and we’ll refund you in full immediately.

writing in plain english
Written in plain English

We avoid legal terminology unless necessary. Plain English makes our documents easy to understand, easy to edit and more likely to be accepted.

Notes
Guidance notes included

You don’t need legal knowledge to use our documents. We explain what to edit and how in the guidance notes included at the end of the document.

email
Support from our legal team

Email us with questions about editing your document. Use our Lawyer Assist service if you’d like our legal team to check your document will do as you intend.

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

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 L
Tracey Liddle
Great Service
05 February 2024
Very helpful
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Membership plans

Standard

For occasional users of small businesses and start-ups
£95.00 per year
no auto-renewal
Save on average £270*
  • Documents included
    (average document price £37)
    10
  • Lawyer Assist Service included
    (average price £196)
  • Discount on further Lawyer Assist
    30%
  • Discount on Bespoke Drafting
  • Telephone support
  • Priority email support
    ok

Professional

For larger businesses and professional service firms
£195.00 per year
no auto-renewal
Save on average £718*
  • Documents included
    (average document price £37)
    25
  • Lawyer Assist Service included
    (average price £196)
  • Discount on further Lawyer Assist
    40%
  • Discount on Bespoke Drafting
    10%
  • Telephone support
    ok
  • Priority email support
    ok

Professional Plus

For more frequent users of Lawyer Assist
£375.00 per year
no auto-renewal
Save on average £929*
  • Documents included
    (average document price £37)
    25
  • Lawyer Assist Service included
    (average price £196)
    2
  • Discount on further Lawyer Assist
    40%
  • Discount on Bespoke Drafting
    10%
  • Telephone support
    ok
  • Priority email support
    ok
* Calculated on the basis of average price.
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