Will preparation checklist

The following Wills & Probate precedent provides comprehensive and up to date legal information covering:

  • Will preparation checklist

Will preparation checklist

ActionDate
Will questionnaire and Making a Will—client guide sent to client(s)
Terms of business letter and other client care information sent
Anti money laundering documentation required?Yes/No
Anti money laundering documentation received and checks completed
Meeting confirmed and diarised
If not face-to-face, specify the reasons for this and what additional steps need to be taken to ensure capacity, undue influence and knowledge and approval issues appropriately addressed.
File opening procedure followed and all documents on
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