Will Preparation Checklist
There are seven things you have to decide before you
create a will. Email the checklist to yourself and map out
these choices first!
Learn Everything You Need to Decide Before You Fill Out Your Will
The WhoYou’ll decide who needs to be connected to your will, like beneficiaries, guardians, charities and others.
The WhatYou’ll decide what to do with all of your stuff, both physical and virtual.
The HowYou’ll decide how all issues will be handled, like childcare, health care and pet care.
The WhyWithout a will, courts will appoint someone to deal with your stuff—and they probably won't know what you wanted.
Download Your Will Preparation Checklist
This checklist walks you through all the decisions you need to make.
It’ll streamline the whole will preparation process—giving you the
confidence that everything is covered.
Ready to make your will? We've got you covered. You can set up your will and powers of attorney today.