Asset list

Before arranging to have a Will written, it is worth drawing up a list of your assets (and your debts) which should give you a clearer idea of what your final estate will look like. You could set it out like the one below:

Assets

  • House
  • Cash savings
  • Bank/building society/savings account
  • Shares
  • Bonds
  • Life policies
  • Pension funds
  • Chattels - household contents, jewellery and so on.

Debts

  • Mortgage
  • Loans
  • Other debts