To ensure a smooth Will-writing process, you or your client(s) should prepare the following:
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Personal Details
Full legal name, NRIC/Passport number, residential address, date of birth, etc -
Beneficiaries
Names and details of the individuals or organisations who will inherit your assets -
Executor(s) and Trustee(s)
The person(s) you appoint to carry out your Will instructions -
Guardian(s) (if applicable)
For any minor children or dependents - Specific gifting to companies or charitable organisations (if applicable)
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Comprehensive List of Assets
Prepare a detailed list of assets, such as:
- Real estate (properties, land)
- Bank accounts (savings, investments)
- Personal belongings (jewellery, vehicles, etc.)
- Insurance policies (without nominations)
- Digital assets (online accounts, cryptocurrencies)
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Helpful Tools:
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Will Preparation Checklist: [English version | Chinese version]
Use this to help your clients gather all necessary details before their Will-writing appointment.
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Download a fillable Schedule of Assets (SOA):
A practical tool for clients to document their assets clearly. The SOA helps assess the complexity of the Will and whether specialised legal advice is needed.
Alternatively, you can download the Schedule of Assets (SOA) in PDF format after finalising the Will and use it to record the details of each asset, providing a comprehensive record to accompany the Will.