Call Us TODAY on 020 3588 4240

Worth Sharing?

Download Our Free E-book

Get Access to the Best Content on High Court Enforcement

Use Shergroup's experience to find your way through some of the toughest financial and health situations and access our expert partner network.

Often people like to make a will to make sure their nearest and dearest will be taken care of after they die. But with so many things to consider and so much legal jargon to get past, this can seem pretty daunting, too.

When making a will in England and Wales, you’ll need to decide what you want to include in it, and you’ll also need to have certain information ready. Don’t worry if the thought of writing your final wishes makes you uncomfortable. We’ve made a will checklist to help you break stuff down into manageable chunks.

Will Checklist

Personal details:

You will need to provide your details to the will writer. This includes your full name, date of birth, current address, relationship status and the names of any children you have, along with their date of birth.

Your estate:

You will have to count all your assets the one’s that you own in your sole name and those in joint names. This might include property, bank accounts, stocks and shares, vehicles, foreign assets, and anything else of value such as jewellery. Details of all should be furnished by you and decide if there are any gifts of money that you would like to give.

Your beneficiaries:

You’ll have to determine who will inherit your estate should you pass away. This can be accomplished in a variety of ways. You may entrust everything to a single person, such as your spouse. However, if your primary beneficiary passes away before you, you must determine who will inherit your estate. So, if your spouse dies before you, your will may specify that your two children should receive equal shares of your assets. Or you might want to make specific gifts or leave your cash gifts to certain people. All your beneficiaries’ full names and addresses must be given.

It’s worth remembering that gifts and charitable contributions made in a will are usually tax-free. The charity must have a Charity Reference Number in order to qualify for the inheritance tax exemption, and you must include this number in your will.


Executors are the people who make sure that your wishes are carried out when you die. So, choosing your executors wisely is very important. After your death, executors are the ones responsible for collecting all your assets, paying off your funeral expenses and any debts, and then dividing your estate according to your Will’s terms. You can appoint more than one executor to ensure that the legal formalities are carried out smoothly. Ideally, you can appoint a beneficiary as an executor and if you go for a second then you have the option to appoint a professional executor who will look into the legal formalities.

Legal guardians for your children

Making provisions for your children if they are under 18 is essential. Naming a legal guardian who will be responsible for your children in the event of your death. You will have to provide the full name and address of your legal guardians.

Funeral arrangements

It is important that your funeral be conducted in the manner that you desire. We may include any special funeral wishes you may have in your Will. This isn’t a concern if you haven’t thought of your funeral in some way.

Specific gifts

A family heirloom is something that you would want to pass down to your family members as a gift of personal property or legacy. It can be an ornament, a car, other valuables.

Other wishes you may have

If you want, you can record some last wishes that you may have. Like you might have a funeral wish, or you might want to write a letter of wishes to accompany your will. This can make the job of the executors easy as they will understand why you’ve decided to distribute your estate in the way that you have. A letter of wishes will also help deter successful lawsuits against your assets if you’ve left anyone out of your will.


If you have reached this far you have done very well. Don’t worry if you don’t understand everything. Please call us for a no-obligation chat. Shergroup offers this service to business owners. As a business owner, you can benefit from our service to get your affairs in order on subjects you’d rather not worry about. If you’re looking for professional advice or service regarding your Will, we will put you in touch with our trusted partner for a complete review of your current situation. Finally, we hope you will find our service friendly, professional, and good value for money. If you are happy with our service, please tell your family and friends and encourage them to make Wills. For more information on this or to purchase our service, check out the link below:

You can reach us |
By Phone  | 020 3588 4240
Website    | and you can chat to us from here
Email        | [email protected]
Facebook  | Check out Shergroup on this channel and message us
Twitter      | Check out ShergroupChat on this channel and message us
LINKEDIN | Check out Shergroup’s LINKEDIN – and please FOLLOW us!
Instagram | Check out ShergroupChatter and
YouTube   | Check out Shergroup YouTube Channel – and Subscribe to Our Channel!

You Might Also Like

Content Writer​


The following disclaimer applies to Shergroup Limited and its platform, Please read this notice carefully before accessing or using any information provided on our platform.

  1. No Legal Advice | The information presented on, including but not limited to articles, blog posts, FAQs, and other resources, is provided for general informational purposes only. It is not intended to be, and should not be considered, legal advice. The information provided does not create a solicitor/client relationship between Shergroup Limited and the user.
  2. Not a Substitute for Legal Advice | The information on should not be relied upon as a substitute for obtaining legal advice from a qualified professional. The application of laws and regulations can vary based on specific circumstances, and legal advice tailored to your particular situation is crucial. Therefore, we may refer you to a member of our partner firm -Shergroup Legal – on legal matters or encourage you to take your own legal advice from your preferred advisor.
  3. No Guarantee of Accuracy | While we strive to provide accurate and up-to-date information, Shergroup Limited does not guarantee the accuracy, completeness, or reliability of any information on The legal landscape is constantly evolving, and laws may vary across jurisdictions. Therefore, any reliance you place on the information provided is at your own risk.
  4. No Liability | Shergroup Limited, including its officers, employees, agents, and affiliates, shall not be held liable for any direct, indirect, incidental, consequential, or punitive damages arising out of your access to or use of or any information contained therein. This includes, but is not limited to, any errors or omissions in the content, or any actions taken or not taken based on the information provided.
  5. Third-Party Links | may contain links to third-party websites or resources. These links are provided solely for convenience and do not imply endorsement or responsibility for the content, accuracy, or legality of such websites or resources. Shergroup Limited shall not be liable for any damages or losses incurred as a result of accessing or using any third-party websites or resources.
  6. Changes to Disclaimer | Shergroup Limited reserves the right to modify or amend this disclaimer notice at any time without prior notice. Any changes will be effective immediately upon posting on It is your responsibility to review this notice periodically for updates.

By accessing or using, you acknowledge that you have read, understood, and agreed to this disclaimer notice. If you do not agree with any part of this notice, you should refrain from accessing or using

Last updated | 19 July 2023

Should you have any questions or concerns regarding this disclaimer notice, please contact us at [email protected]