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Make a will and wishes checklist so you stop putting it off

You know you should sort a will. Get a plain checklist of decisions and documents to gather before you see a professional.

Updated 17 Oct 2026

The prompt · ChatGPT

Help me make a will and wishes checklist.

Who depends on me: [partner, children, others]
Roughly what I own: [home, savings, pensions — types only]
Guardians I'd consider if relevant: [optional]
Any complications: [ex-partner, business, overseas assets, none]
What I've already done: [nothing / old will / wishes note]

Ask me up to 3 short questions first if anything important is missing. Wait for my answers.

Then:
1. A checklist of decisions to make.
2. Documents and details to gather.
3. When a solicitor is especially important (general signs).
4. A simple wishes note I can write today while the will is pending.
5. Point me to GOV.UK guidance on making a will; do not draft clauses.

Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts, figures or products. UK English.

For GOV.UK guidance on making a will, use web search and name the page you used. If it doesn't search on its own, open View all tools and choose Search.

Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.

A short example

Fill the blanks, then paste. partner, children, others: a short note you already have. home, savings, pensions — types only: a short note you already have. Leave the rest of the prompt as written.

This does not give tax advice. The books stay in the accounting system.

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