The best way to know how to do a will is by having the basic information you will need all in one place. This information includes facts about wills, a guide to planning your will and the right bequest language to use. Having this information will allow you to complete your planning much more quickly. To make a will, you will also need to know who you would like to carry out your wishes. This person is called an executor. It is usually recommended that you have an alternate executor as well in case the primary executor is unable to fulfill this role.
In addition to knowing how to do a will, it can also be helpful to have information on how to assign beneficiaries to your IRA and Life Insurance policy.
You will find all this information, as well as tips for Additional Steps in Your Planning such as dealing with your automobile, your bank accounts, and your Advance Health Care Directive, in the links below.
Please let us know if you have questions. We would be happy to hear from you.
A Guide to Planning Your Will
Will Fact Sheet
Bequest Language
Beneficiary Designation
Planned Gift Notification Form
Do You Need a New Will?
Additional Steps in Your Planning