Plan the conversations
A will touches people. Keep your notes and plan the talks — with family, witnesses, and the planners who advise you.
Daniel (son)
Family · main beneficiary
Marcus Hartley
Executor · brother
2 witnesses
For signing
Tax planner
IHT / estate duty
Succession planner
Long-term
To plan 3
Review IHT exposure before signingtax
Tax planner
Estate ~£1.6m. Tax is captured but NOT yet validated against INHERIT — needs a tax planner. (Carried over from a Review query.)
↩ from /review · Clause 4
Confirm both witnesses available for signing dayattestation
2 witnesses
Need 2 present, neither a beneficiary. Propose 28 Jun.
⌖ links to Attestation section
In progress 1
Tell Daniel he's the main beneficiary & executor's brotherfamily
Daniel (son)
Wants to do this in person, not by message. Raised it gently on 14 Jun — he's comfortable. Follow up re: the flat.
📅 started 14 Jun · note added
Done 2
✓ Ask Marcus to be executorlegal
Marcus Hartley
Agreed 9 Jun. Send him the executor guide.
✓ Decide the house goes to grandsonfamily
Daniel (son)
Confirmed verbally 14 Jun. Reflected in Clause 3.