Your will-planning worksheet

Location: UK
Organisation(s): British Red Cross
Website
https://www.redcross.org.uk/-/media/documents/get-involved/guide-legacy-will-planner.pdf?la=en&hash=400C75B9C8B920ED5F0E17A129038B37E36D6907
Available language(s): English
Date of development: NA
Type of tool: Worksheet
Purpose: forms to support the user in start thinking about its estate planning
Topic(s)covered: Estate-planning

Overview

This worksheet is designed to help the user get prepared for a conversation with a solicitor to prepare his/her will. It helps to note down important information as well as questions to be asked to make sure that his/her desires and intentions are then worded in a legally valid way.

Reasons for selecting the practice and impact

It is a simple instrument which helps self-reflection in relation to the value of real estate’s one’s possess, the persons he/she would like to provide for and a basic glossary.

Impact:
No information available.

Contacts and additional information

Transferability
The practice is easily transferable as it doesn’t refer to a specific local legislation disciplining inheritance, but rather it helps reflecting on general issues which might be the basis for an informed dialogue with other family members and legal professionals.

Contact
redcross.org.uk/mywill