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Checklist: 10 Steps To Create A Simple Will

Creating a will is a crucial step in ensuring your assets are protected and your wishes are honored. It’s important to adhere to local regulations, as each state has specific requirements for a valid will.

Create Your Will

List all your assets (property, investments, savings) and liabilities (debts, mortgages).

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Decide who will inherit your assets. This can include family, friends, and charities.

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Appoint a trusted person to carry out the terms of your will. This should be someone responsible and organized.

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If you have minor children, designate a guardian to care for them in the event of your passing.

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Research the specific requirements for creating a will in your state, such as necessary signatures and witnesses.

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Outline any specific items or amounts of money you want to leave to particular individuals.

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Write your will using clear and precise language. You can use a lawyer, online software, or a template.

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Sign your will in the presence of the required number of witnesses as per your state’s laws.

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Keep your will in a secure place, such as a safe or with your lawyer, and ensure your executor knows where to find it.

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Periodically review and update your will to reflect changes in your assets, relationships, or state laws. We suggest April 16th as an annual review.

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Leave Your Heirs The Gift Of Organization With a CLEAR Kit

Did you know?

The average estate takes 570 hours to administer.

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