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Will & Enduring Power of Attorney: Get-It-Done Checklist

A document box with labelled dividers next to a hard drive and a printed cover page on a dark shelf, quiet grey light — admin records and estate guide

A will says who gets what and who sorts it out; an enduring power of attorney says who makes decisions for you if you cannot. This checklist walks both, starting with the honest truth that the power of attorney is the one people forget even though incapacity is far more common than death in working years. It covers the choices — executor, financial decision-maker, health and welfare decision-maker — the conversations to have with the people you choose, and the hard rule that in most places these documents are not legal without the signature formalities your local law requires. The checklist is education; the lawyer or authorised service is the last and non-negotiable step.

⚡ Free instant check

The plain-language checklist for getting a will and enduring powers of attorney done without a law degree — who needs one, what each document does, and the professional signpost that makes it legal where you live.

Answer 0-10 (10 = the stronger end for every question — no wrong answers). Your answers stay on this device — nothing is stored.

No one could find anything — 5 — A trusted person has the map
No summary exists — 5 — One-page summary, updated yearly
One copy, never tested — 5 — Two copies, tested yearly
Set up once, never touched — 5 — Yearly ten-minute update kept

Why it matters

  • A will says who gets what and who sorts it out; an enduring power of attorney (EPA) says who makes decisions for you if you cannot — and the honest truth is the EPA is the one people forget, even though incapacity is far more common than death in working years.
  • In most places a will and an EPA are not legal unless signed with the formalities your local law requires — witnesses, and often a lawyer or authorised witness — which is why the checklist ends with a professional, not with a printer.
  • Dying without a will does not mean the state takes everything; it means the law's default distribution applies, which is often slower, costlier and not what you would have chosen — and for anyone with a partner but no marriage, or children from more than one relationship, the default can be actively wrong.
  • An EPA can cover finances, health and welfare separately, and you can choose different people for each; the person you choose should be trustworthy, organised and able to make hard calls under pressure.
  • A will and EPA are not set-and-forget: they should be revisited after marriage, separation, a child, a move between countries, or a big change in assets — and the originals need to live where your family can find them.

Your checklist

  • List what you own and who you would want it to go to — including superannuation or pension nominations, which often sit outside the will.
  • Choose the people: executor for the will, and separate EPA decision-makers for finances and for health and welfare if your local law allows it.
  • Talk to the people you choose first — agreeing to be an executor or attorney is a job, and surprised appointees often decline at the worst moment.
  • Draft the documents with a lawyer or your local trusted service — the checklist is education, and the signature formalities are the part that must be done right.
  • Sign with the witnesses your local law requires and store the originals somewhere findable, telling your executor or attorney where they are.
  • Give your doctor or health attorney a copy of the health EPA and note the financial EPA with your bank if your local rules allow it.
  • Put a five-year review date in the calendar, and review sooner after marriage, separation, a child, a move or a major change in assets.

❓ Will & Enduring Power of Attorney: Get-It-Done Checklist — FAQ

What happens if I die without a will?

The law default distribution applies, which is often slower, costlier and not what you would have chosen. For anyone with a partner but no marriage, or children from more than one relationship, the default can be actively wrong — which is why the will matters.

Why is an enduring power of attorney more than a will?

Because incapacity is far more common than death in working years, and without an EPA the people you trust may have no legal right to pay your bills, access your accounts or make your health decisions. It is the document that works while you are alive but cannot act.

Can I do this without a lawyer?

In most places the documents must meet signature formalities — witnesses, and often a lawyer or authorised witness — to be legal. This checklist gets you ready, but the signing step is the part that must be done right, so a qualified local professional is the right finish.

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Educational information only — not legal, financial, insurance or tax advice, and never a guarantee of outcomes. Admin systems vary by country and situation (we write from a New Zealand base; your local rules may differ): the tools give plain-language estimates and next steps, not professional opinions. For wills, powers of attorney, tax, insurance or medical matters that matter, a qualified local professional is the right next step. Refunds honoured.
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