Follow This Simple Checklist to Create a Will

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Creating a will does not need to be a complex process, but it does take some forethought and preparation prior to meeting with your California estate planning attorney to finalize it.

Here is a checklist for getting ready to prepare your will:

1.  List all the property you want included in your will. If you have significant assets, these may need to be protected by a trust, which you can discuss with your estate planning attorney.

2.  Make a list of your beneficiaries. Decide who you want to inherit the property you have already listed.  Be sure to identify secondary beneficiaries in case the primary ones die before you do.

3.  Select an executor. Every will must include the name of the person you designate – an executor — to carry out the terms of your will.  It should be someone who is willing to serve, and you should notify them that you have named them as the executor of your will.

4.  Determine a guardian for any minor children. If you have children 17 or younger, and there is not another parent to raise them, you will need to name a guardian in your will.

5.  Determine a trustee for property you leave your children. If you are leaving significant property to your children and they are young, you should name a trustee or property guardian to manage it for them.

Once you have finished all the items on this checklist, you are well prepared to execute a will with the assistance of a California estate planning attorney.

Your California legal and financial planning experts are at your service; Contact us today.

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