✦Money · 11 recordsWrite a will

The hard part is not the legal drafting, it is deciding who gets what, who is in charge, and who looks after any children. This works those out first so the appointment is quick — and covers the parts people forget, like the pension, which a will does not usually govern.

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Free on any plan. You will see this list again in the app, and nothing is created until you press install.

✦ Everything it creates

The whole plan, before you install it

Goal

A signed will, and the pension sorted Month 3

The decisions made at home; the appointment is the short part.

Make the decisions Week 6

The part that actually takes the time.

  • Write down what there is and roughly what it is worthDo firstDay 10
  • Decide who inherits whatDo firstWeek 4
  • Choose executors, and guardians if there are childrenDo firstWeek 6

Get it done Month 3

Including the pension, which a will does not govern.

  • Decide whether this needs a solicitorDo firstWeek 7
  • Book it and sign it properly witnessedDo firstMonth 3
  • Update the pension nomination with the providerDo firstMonth 3

Routines

  • Note anything that would change itweekly
✦ It comes with a note

The pension is not in the will

It usually passes by a nomination held with the provider, and it is the single most commonly missed item. A perfect will does not fix it.\n\nGuardians and executors take longer to settle than anything about money, which is why they are dated before the appointment rather than decided in it.

✦ Questions

Write a will, answered.

Who inherits what, who the executors are, and who would care for any children. Those three take the longest to settle and are the reason appointments overrun; the drafting itself is comparatively quick.
Usually not. Pensions typically pass by a nomination held with the provider, which is why updating that is a separate task here — it is the single most commonly missed item, and a will does not fix it.
For anything with property, a business, a blended family or anybody abroad, it is worth it. The plan has a task for making that call deliberately rather than defaulting to whichever felt cheaper on the day.
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