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NOTES & CHECKLIST from
Perfect Wills from Professor Graham Middleton©

ADVANCED PLANNING AXHIEVES THE BEST RESULT!

Some suggestions: Read all pages on the website and research if necessary. Contact Prof. G. Middleton
if in any doubt. Discuss with family, friends and/or colleagues for input suggestions before making a will.
Print this sheet and write notes on it, using these notes and the items on your checklist whilst completing
the online Will Form.


As the website online form is as easy-to-complete as possible, it requires few instuctions.
If at any time you are unsure what to do, please DO NOT HESITATE in contacting me!
Email, Phone or Feedback Form can be used for this purpose
Be sure to fill out an option for ALL Questions, "Dropdown Menus" and "Radio Buttons, as ALL questions
need to be completed.
If you use the "Other" option to any of the questions, please be sure to expain the reasons in the "Notes"
red box, at the end of the form.

Checklist
Single/Joint Executor? - Names, addresses, relationship to you etc _______________________________

Spouse/Partner full name _______________________________ Single/Pair of Wills? _______________

Were you married before? ______________ Was your spouse/partner married brfore? _______________

Your home is owned by Yourself only/Both of you/Not owned by me _______________________________

Is this your only home? If not, foll details of other property _______________________________________

How you want the remainder of your estate divided ___________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

If you have children under 18 years of age, to be beneficiaries, who will be their legal guardian(s)?

__________________________________________________________________________________

Your Children's full names & ages: ________________________________________________________

__________________________________________________________________________________

Your Grandchildren's __________________________________________________________________

__________________________________________________________________________________

Gifts of Money, or other Specific Gifts & To Whom ____________________________________________

__________________________________________________________________________________

Any Stepchildren? Adopted Children? _____________________________________________________

__________________________________________________________________________________

OTHER NOTES:

 

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