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ArticlesHow to prepare before writing a will

Updated 26 September 20261 min read

How to prepare before writing a will

A practical checklist—assets, beneficiaries, guardians, and documents—so drafting a will feels manageable rather than overwhelming.

  • checklist
  • planning
Illustrated checklist for preparing a will

Writing a will is easier when you gather information first. Use this checklist before you draft.

Checklist illustration for will preparation
Gather assets, people, and papers before you draft.

1. List your assets

Include:

  • Bank and savings accounts
  • Property and land
  • Investments and retirement accounts
  • Vehicles, valuables, and digital assets with monetary value

2. List liabilities

Note loans, mortgages, and other debts. Your estate settles obligations according to law; clarity helps your executor.

3. Decide beneficiaries

Be specific. Prefer full names and relationships. If you want unequal shares, say so explicitly.

4. Think about guardianship

If you have minor children, consider who should care for them and who should manage property held for them.

5. Choose an executor

Pick someone trustworthy and willing. Tell them where the will will be kept.

6. Gather identification and proofs

Keep identity documents and property papers organised. You will need them for a clean draft and for future updates.


Once OnlineWill.in’s guided will service is live, this preparation checklist will map directly into the product flow. Until then, use these articles to get ready.

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