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Before you sit down with an estate planning lawyer to draw up a will, there are a few things you should have in place to make the process easy and stress-free. For more than 20 years, Attorney Michael Newland of the Michael A. Newland Law Office has been helping clients throughout the Hamilton, Ohio, area design comprehensive estate plans. He guides clients on how to make a will that includes all important aspects of their estates. He’s here to discuss three things you need before you start.

How To Make A Will

will1. Executor & Guardian Information

Your executor is the person who administers your estate and oversees the terms of your will after you're gone. The guardian you name in your will is the person who will care for your minor children in the event of your death. Obviously, both of these roles are critical, and you should have them filled before you start drawing up your will. Bring along all contact information for your executor and guardian when you meet with your estate planning attorney.

2. Documentation Relating To Assets & Debts

Take some time to compile an all-inclusive record of your existing assets and debts. An easy solution is to collect all your pertinent paperwork and then enter the data into one central spreadsheet; this helps keep everything in one place and provides a reference point as you navigate how to make a will and decide who gets what. Your attorney at the Michael A. Newland Law Office will work with you to ensure all aspects of your estate are considered and included.

3. Beneficiary Information

Your beneficiaries are those individuals or organizations that will inherit the assets you designate to them. Bring their latest contact information, Social Security numbers, and, if the beneficiaries are your children, their birth certificates or adoption records. This helps streamline the process and guarantees your estate is divided up exactly as you wish.

Call the Michael A. Newland Law Office at (513) 887-9595 to schedule a consultation on how to make a will. You can also visit the office on Facebook and Twitter to stay updated on all their latest news and developments. A will is one way to create your lasting legacy, so use the guidance of a skilled, experienced attorney.

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