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18-page A4 PDF · instant download
The Scottish Will & Estate Planning Workbook
Eight worksheets that turn a will from a thing you keep meaning to do into an hour of a solicitor's time. Everything they will ask you, gathered before you walk in — and the Scots law that makes an English guide the wrong guide.
Buy the workbook — £22Instant download. Print the worksheets as often as you need.
What's inside
- Asset inventory, who-gets-what, executors, guardians, document locator
- Legal rights and prior rights explained — the bit your will cannot override
- Why cohabiting partners inherit nothing automatically in Scotland
- A meeting page you take to the solicitor and fill in as you go
What this is not
It is not legal advice and it is not a will. It does not draft or suggest wording, and buying it does not create a solicitor-client relationship. It is a preparation tool — it helps you make the decisions and gather the information so that a solicitor, or a regulated will-writing service, can do the job quickly and get it right. Scots law changes; check anything time-sensitive with your solicitor before you rely on it.
The prior-rights figures in the workbook come from the same register the intestacy calculator runs on, and the law it explains is covered free in our guides to writing a will in Scotland and what happens if you die without one. The workbook is the worksheets, not the reading.