A simple, guided process to prepare your Last Will and Testament.
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This information identifies you as the creator of the will (the "Testator").
The Executor is the person or institution you trust to carry out your will's instructions. It's wise to name an alternate as well.
List your significant assets. Be as specific as possible to avoid confusion. This is your "due diligence" to make distribution clear.
e.g., Jewelry, art, stocks, digital assets, business shares.
List any significant debts (mortgages, loans) that your estate will need to settle.
Specify who should receive your assets (your "Beneficiaries"). You can make specific gifts or distribute your entire estate by percentage.
Give a specific item to a specific person. e.g., "My Rolex watch to my son, Sam".
This is the "rest" of your estate after debts are paid and specific gifts are made. The total must add up to 100%.
Include any other wishes you may have. This helps your loved ones honor your memory.
Funeral and estate administration can be expensive. It's a good idea to ensure you have funds set aside, often through life insurance, to cover these costs and avoid burdening your family.
Consider reviewing your current insurance policies or exploring new ones.
Please review all the information you've entered. When you are ready, click the button below to generate your will document.
This generated document is a starting point. For it to be legally valid, you MUST: