Before you make a will | MS Inheritance

Your family

List your spouse or partner, children and other intended beneficiaries.Note anyone who died earlier and any descendants they left.Identify minors or people who may need additional support.

Your assets

List property, accounts, investments and business interests by country.Record whether assets are owned alone or jointly.Identify significant debts and earlier gifts you want to discuss.

Your documents and wishes

Locate all existing wills and amendments.Consider an executor and an alternative.Record proposed gifts and what should happen if a beneficiary dies first.Ask about execution, witnesses, reserved shares and safe storage.

These preparation prompts are not official forms or a complete statement of the legal requirements. Bring what you have and discuss any missing information with your adviser.

Your family

Your assets

Your documents and wishes

Let’s discuss your next step.