Interactive Checklists
Work through these checklists at your own pace. Your progress is saved automatically in your browser.
Probate Checklist
When someone dies, their executor must locate assets, notify relevant parties, and usually apply for probate. This comprehensive 99-item checklist covers immediate steps, gathering documents, financial accounts, death notifications, and the entire probate process.
Choosing a Will Service Checklist
Should you use a DIY kit, online service, or solicitor? This 79-item checklist helps you evaluate your situation's complexity and compare the pros, cons, and costs of each option to make the right choice for your circumstances.
Choosing an Executor Checklist
Your executor handles everything after you die. This 51-item checklist covers essential qualities, practical considerations, potential conflicts, co-executor options, questions to discuss with your chosen person, and red flags to watch for.
Choosing a Guardian Checklist
If you have children under 18, choosing who would raise them is critical. This 70-item checklist explores essential qualities, practical considerations, values alignment, relationship factors, special needs considerations, and difficult situations to think through.
Preparation for Making a Will Checklist
Before you create your will, gather essential information. This 53-item checklist covers your personal details, family situation, beneficiaries, executor and guardian choices, specific gifts, special instructions, and documents to have ready.
Asset Inventory Checklist
Get a clear picture of what you own. This 66-item checklist covers property, money and banking, superannuation, investments, vehicles, valuables, household contents, digital assets, business assets, and debts. Estimates are fine for most items.