To do a will, the following basic elements are necessary to know:
1. What do you have to give? – a list of your assets
2. Who do you want to give them to? – the beneficiaries of your will
3. Who will carry out your wishes once you are gone? – Your executor.
Additional Steps in Your Planning (see link below) includes dealing with your automobile, your bank accounts, your Advance Health Care Directive, and your Durable Power of Attorney.
Listed below are links to some of the basic information you will need to do your will. This information includes facts about wills, the brochure A Guide to Planning Your Will, bequest language to use and how to assign IRA and Life Insurance beneficiaries.
Having this information will allow you to complete your planning more easily.
A Guide to Planning Your Will
Your Will – Six Key Questions
Will Fact Sheet
Beneficiary Designation – IRA & Life Insurance
Planned Gift Notification Form
Do You Need a New Will?
Additional Steps in Your Planning
Please let us know if you have questions. We would be happy to hear from you.