Everything You Need to Know Before Writing a Will

Nobody likes thinking about death, and honestly, you shouldn’t have to. Life is meant to be lived and enjoyed, not spent worrying about what happens after. Writing a will isn’t about focusing on that, it’s about making sure the people you love are looked after when you’re no longer here. It’s something you do out of care, not fear. Here’s how to get started with your will.

Create the main document

Start with a simple title like “Final Will and Testament,” then add your full legal name and current address. The first part should include a statement confirming that you’re of sound mind and old enough to make the document.

You should also say that this is your only valid will and that any older versions no longer count. It’s worth adding that you’re writing it voluntarily because that’s needed for it to be legally valid. It can take a bit of time to pull everything together because you’ll need to collect personal details and think through who gets what.

If you don’t want to write it from scratch, you can use an online will service that walks you through each section step by step.

Appoint an executor

Your executor is the person who makes sure everything in your will is handled the way you want. Most people choose a trusted family member or close friend, but you can also ask your lawyer or financial advisor for help if you prefer.

The most important thing is that they are reliable, organised and honest. If you want extra peace of mind and would like to protect your assets while you’re still alive, think about setting up a living trust alongside your will. Need Help Forming a Living Trust In Los Angeles? Contact Anthony Saccaro Law Today for advice that’s personal to your situation.

Choose a guardian for your children

If you have kids, naming a guardian is one of the most important things you can do. If you don’t, the court will choose someone to take care of them and that might not be who you’d want. Choose someone who knows your children well, understands your values and is happy to take on that responsibility.

It’s also a good idea to talk to the person before writing their name down so you know they’re ready for it. Having that conversation early makes things easier for everyone.

Decide who will inherit your estate

Once you’ve named your executor and guardian, think about who will receive your assets and belongings. This might be your partner, your children, or other family and friends. Always include their full names to avoid any confusion later. If you have pets, choose someone to look after them and leave clear instructions. Pets can’t legally inherit money, but you can set aside funds or name a caretaker so they’re looked after properly.

Sign and store your will safely

After your will is written, you need to sign it with witnesses present. Usually, two independent adults who are not beneficiaries will be enough. Once signed, store the document somewhere safe and make sure your executor knows where to find it. You can keep it at home, in a safe deposit box, or with your lawyer. The main thing is that it’s secure but still accessible when it’s needed.