top of page
Search

Steps toward making a will

Writer's picture: Anna  KmiecAnna Kmiec


Step one: List all your debts (if you have any) and your assets.


Step two: Decide who you would like to leave your assets to.


Step three: If you can name a beneficiary, for example, in a life insurance policy, or pension, you should contact the provider and do that immediately.


Step four: Make a list of your personal effects (such as jewellery, or furniture, for example) and who you would like to leave them to.


Step five: Decide who you will nominate to act as guardians for any children under the age of 18, and any other or adult dependents.


Step six: Contact a will writer or lawyer and arrange a consultation. As part of our transparent fee structure, this is included in the cost of the will.


Step seven: After you have approved your will, and it has been validly executed, you should arrange for it to be properly stored. You should also be provided with copies of the executed will for your own records.


Step eight: You should inform the executor (the person who legally fulfills your will’s wishes and obligations) of the will’s location. It is a good idea to let the executor know you have named them as such; you may even decide to give them a copy of the will.


Step nine: Make a note in your calendar to briefly review your will to see if you need to make any changes.


0 views0 comments

Recent Posts

See All

Comments

Rated 0 out of 5 stars.
No ratings yet

Add a rating

Contact Us Today

Free call - just to understand your options!

Thanks for submitting!

Citywide Wills

Coventry Office: Union House, 111 New Union Street, Coventry, CV1 2NT

Coventry: 024 7697 0024

 

Warwick Office: 3 St. John's, Warwick, CV34 4NE

Warwick: 01926 897077
 

Email: anna@citywidewills.co.uk

SWW Logo1.jpg

© 2024 Citywide Wills is a trading style of Citywide Commercials Ltd,  a company registered in England and Wales with registration number 11324951;

Registered address: Union House, 111 New Union Street, Coventry, CV1 2NT

bottom of page