ArticlesHow to prepare before writing a will
Updated 26 September 20261 min read
How to prepare before writing a will
A practical checklist—assets, beneficiaries, guardians, and documents—so drafting a will feels manageable rather than overwhelming.
- checklist
- planning
Writing a will is easier when you gather information first. Use this checklist before you draft.
1. List your assets
Include:
- Bank and savings accounts
- Property and land
- Investments and retirement accounts
- Vehicles, valuables, and digital assets with monetary value
2. List liabilities
Note loans, mortgages, and other debts. Your estate settles obligations according to law; clarity helps your executor.
3. Decide beneficiaries
Be specific. Prefer full names and relationships. If you want unequal shares, say so explicitly.
4. Think about guardianship
If you have minor children, consider who should care for them and who should manage property held for them.
5. Choose an executor
Pick someone trustworthy and willing. Tell them where the will will be kept.
6. Gather identification and proofs
Keep identity documents and property papers organised. You will need them for a clean draft and for future updates.
Once OnlineWill.in’s guided will service is live, this preparation checklist will map directly into the product flow. Until then, use these articles to get ready.
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