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0 of 6 steps completedStep-by-Step Instructions
1 Step 1: Decide: online service or lawyer
Step 1: Decide: online service or lawyer
Simple estate (single person, no kids, under $500k): online service ($60). Complex (kids, multiple properties, business): lawyer ($500-2000).
Trust & Will ($159, comprehensive)
Will + power of attorney + healthcare directive. Most-recommended online service.
Local estate attorney ($500-2000)
Complex estates, special needs trusts, business succession.
2 Step 2: Name an executor
Step 2: Name an executor
Person who handles your estate. Pick someone responsible, ideally living nearby. Discuss with them before naming.
Spouse, adult child, or close friend
Trusted person. Discuss the role with them first.
Name a backup executor too
If primary can't serve. Common mistake to skip this.
3 Step 3: List assets and beneficiaries
Step 3: List assets and beneficiaries
Real estate, bank accounts, investments, valuable possessions. For each: who gets it. Don't overlook digital assets (crypto, online accounts).
Don't forget digital assets
Crypto wallets, online accounts, photo libraries. Specify access method.
Some assets bypass the will (retirement, life insurance)
Those use named beneficiaries directly. Make sure those are current.
List by asset type with beneficiary
House to spouse, retirement accounts to kids equally, etc.
4 Step 4: Name guardian for minor children
Step 4: Name guardian for minor children
Most important reason for parents to have a will. Without guardian named, court decides.
Pick guardian + backup
Discuss with them before naming.
Separate guardian for finances vs. care (optional)
Trust a sibling with raising kids but not money? Name separate people.
5 Step 5: Sign with 2 witnesses (or notary)
Step 5: Sign with 2 witnesses (or notary)
Most states require 2 adult witnesses NOT named in the will. Some allow self-proving with notary.
2 witnesses not named in will
Neighbors, coworkers. They watch you sign, sign themselves.
Self-proving affidavit + notary
Some states allow. Eliminates needing witnesses to testify if challenged.
6 Step 6: Store will + tell executor where
Step 6: Store will + tell executor where
Lost wills are not enforceable. Store original in fireproof safe or with attorney. Tell executor exactly where it is.
Fireproof safe at home + copy to executor
Original at home. Photocopy or digital copy with executor.
Update after major life events
Marriage, divorce, kids, big asset purchases. Revisit every 5 years.
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