Checklist · Practical Resources

Will Preparation Checklist

Key decisions, legal requirements, documents to gather, and post-drafting steps for a legally valid will in India. For informational purposes — always engage a qualified lawyer.

What's Inside

✓Before You Draft — Key Decisions (6 items)

✓Legal Requirements for a Valid Will in India (5 items)

✓Documents to Gather (4 items)

✓After the Will Is Drafted (4 items)

Before You Draft — Key Decisions (6 items)

Asset inventory, beneficiary decisions, executor choice, guardian appointment

Legal Requirements for a Valid Will in India (5 items)

Testator capacity, written form, signatures, witnesses, dating requirements

Documents to Gather (4 items)

Property details, demat accounts, insurance policies, bank accounts

After the Will Is Drafted (4 items)

Registration options, storage, review triggers, destroying old wills

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⚠️ These resources are for informational purposes only — not legal, tax, or investment advice. Always consult qualified professionals before making financial, legal, or estate planning decisions. SEBI Reg. INA000018018.