Guide to Preparing a Will

Planning for what will happen after you’re gone can be emotionally taxing. It forces you to take stock of your life and put yourself in the shoes of the loved ones you’ll be leaving behind. Luckily for you, and for them, having a valid will brings peace of mind and makes the transitioning of your estate a smoother process for everyone.

This Guide to Preparing a Will is designed to walk you through the process step-by-step with helpful context along the way. This Guide includes a checklist to help you keep track of your progress as you go, as well as a workbook to help you document your decisions. Keep in mind, not all of these choices need to be made at once – take your time to reflect on what’s right for you.

Everything included in this workbook is important information to include in your will, which you can execute legally by writing out yourself or have written by an online drafting tool. To make it legal, you must sign it and include two witnesses.

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