Free Guide

Will Preparation Worksheet

A free worksheet to gather everything you need before writing your will — executors, beneficiaries, guardians and gifts — so the actual writing takes minutes.

Writing a will is quick once you've gathered your decisions. Work through this worksheet first, then use our free will writer to turn your answers into a finished document in about ten minutes.

1. About you

  • Your full legal name and any former names
  • Your address
  • Your marital status

2. Your executor

  • Who will carry out your wishes? (Choose someone organised and trustworthy.)
  • A backup executor in case your first choice can't act.
  • Have you asked them? (Always ask first.)

3. Guardians (if you have children)

  • Who should raise your minor children?
  • A backup guardian.
  • Have you discussed it with them?

4. Your beneficiaries

  • Who inherits, and what share or specific items?
  • Backup beneficiaries if someone predeceases you.
  • Any specific gifts (heirlooms, sums of money, charitable donations).
  • Anyone you intend to leave out (say so explicitly to avoid disputes).

5. Your assets

List property, accounts, investments, vehicles, valuables, life insurance and digital assets. You don't need exact values — just a complete picture. Our digital asset inventory worksheet helps with the online ones.

6. Signing it correctly

A will is only valid once signed in front of the required witnesses for your state — usually two adults who are not beneficiaries. Our free will writer tells you exactly how to do this where you live.

Got your answers ready?

Write your free will now

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Frequently asked questions

What information do I need to write a will?

Your executor and a backup, guardians for any minor children, your beneficiaries and what each receives, a list of your assets, and how you want everything divided.

How long does it take to write a will?

Once you have gathered your decisions using a worksheet like this, writing the will itself typically takes around ten minutes with a guided tool.

This guide is general information, not legal advice. Estate and inheritance rules vary by jurisdiction — consult a qualified professional for your specific situation.