Keep
Downloads
Templates, worksheets and checklists—grouped so the right document is easy to find and use.
Will templates & cover page
Choose the editable or print version, then keep the cover page with the completed will pack.
Worksheets & tools
Record the estate clearly and give executors a practical starting point.
Assets & Liabilities Spreadsheet
Digital identifier spreadsheet to complete, sign, and attach to the will.
Printable Assets Identifier
Printable PDF version of the testator's assets and finance identifier.
Executor Checklist
Reference checklist for executors handling the estate and probate process.
Guides
Use the detailed guidance alongside the on-page FAQs before completing a will.
Will Writing Guidance
Client-provided guidance slides covering will-writing notes and process reminders.
Funeral Rites Guide
A practical guide to preparing for and carrying out Islamic funeral rites.
Case Studies, Lessons and Discussion
Case-based learning material for estate-planning discussion and review.
IHT Planning Guide
Coming soon.
Quick reference
The farāʾiḍ chart and keepsake will booklet will appear here once the final files are supplied.
Farāʾiḍ summary chart
Coming soon.
Keepsake will booklet
Coming soon.
Need help choosing a document?
Read the searchable guidance before completing or signing anything.