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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. We recommend consulting with an attorney in your area to ensure your will is legally sound and meets your objectives.

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

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– Estate Summary Worksheet

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

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– Beneficiary Designation Checklist

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

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– Questions to Ask When Choosing an Executor

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

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– Questions to Ask When Selecting A Legal Guardian For Your Children
– Guardianship and Conservatorship Checklist

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

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– Check Your State’s Will Requirements

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


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

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– Create Your Will

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

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– Check Your State’s Will Requirements

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

Periodically review and update your will to reflect changes in your assets, relationships, or state laws.

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