How-to write a will

End of Life Management Toolkit #1 | by Team Passare and Robert L. Shepard and Y Collaborative

End of Life Management Toolkit #1:

How to Write a Will: Checklist
Item 1: Assign My Executor
Executor: Primary
Executor: Secondary
Both my primary and secondary Executor knows where my Will is located.
I have informed my Executors of their responsibility and they are willing to assume the role.
Item 2: Name My Beneficiaries and Inheritors
Family
Friends
Trusts
Your estate
Charities
I have informed my beneficiaries of their involvement in my Will.
Item 3: Asset Inventory
Physical Assets House
Land
Cars
Jewelry
Art
Books
Electronics
Furniture
Financial:
Business and
Personal
Cash
Bank accounts
Stocks and bonds
Retirement funds
Credit Card Accounts
Digital:
Business and
Personal
Social media login information
Online retail accounts
Photo sharing accounts
Gaming Accounts
PayPal
Domain names
Blogs
What else do I need to do to complete this requirement?
Item 4: Allocate My Assets.
Asset Recipient Percentage Conditions
       
       
       
       
       
       
Item 5: Assign My Guardian (If Applicable)
Guardian: Primary
Guardian: Secondary
Instructions for Guardian:
Item 6: Provide a Trust (If Applicable)
Trustee: Primary
Trustee: Secondary
I stated clearly in my Will that I have a Trust and gave specific instructions for where to find it.
Item 7: Advanced Healthcare Directive (If Applicable)
Medical Power of Attorney - POA Share my wishes in this area with loved ones and friends so they are aware of my intentions.
Do Not Resuscitate - DNR Share my wishes in this area with loved ones and friends so they are aware of my intentions.
Donor Registry Share my wishes in this area with loved ones and friends so they are aware of my intentions.
I stated clearly in my Will that I have an Advanced Healthcare Directive(AHD) and gave specific instructions for where to find it.
I provided a supplemental letter video, tape or recording for additional thoughts and/or instructions.
My supplemental letter can be found with my Will and accessible by the appropriate individuals.
Item 8: Sign My Will With Two Witnesses.
Witness 1
Witness 2
Both witnesses lie under the following criteria:
  • Is at least 18 years of age.
  • Will not inherit anything under my Will.
  • Is able to testify that they saw you sign and that you appeared competent.
Both my witnesses and I signed and dated every page of Will.

 

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