A will is an essential estate planning document, a fundamental blueprint in which an individual can determine how their assets are to be divided after death. While a will needs to meet state laws and guidelines to be legally enforceable, you can start writing a will on your own. Below are a few steps to get you started.

6 Steps to Writing a Will

1. Introduction

At the top of the document, create a header that affirms this is your last will and testament. Then, write an introduction in which you state your name, address, birth date, and Social Security number. Declare that you are of sound mind and body and that you are writing this will freely and not under any type of duress or coercion. Also, state that this version of your will revokes any will you may have written in the past.

2. Executor

The first paragraph should appoint an executor. This is someone who will handle the administrative aspects of resolving your estate after your death. Be sure to choose someone mature and trustworthy, and always discuss your intentions with them before naming them in a will or other estate planning documents.

3. Heirs

Now, write a paragraph in which you state the full names of all the individuals you wish to inherit your assets. Most people include their spouse or partner, their children and grandchildren, siblings, close friends, and favorite charitable organizations.

4. Assets

List all assets held in your name. This includes bank accounts, retirement funds, stocks, property, and vehicles. Then, designate which heirs mentioned above are to receive these items. Bear in mind that jointly owned property, such as a home, automatically goes to the other property owner, such as your spouse. Retirement accounts with a previously designated beneficiary go directly to that individual, so these items should not be included in your list of assets.

5. Children

If you have minor children or adult children who are dependent on you, now is the time to make provisions for their care by appointing a guardian. As with an executor, this is a matter to discuss at length with the individual you're appointing before including them in the will. Failing to choose a guardian will give the courts the right to name a caretaker.

6. Signature & Review

Sign and date the document. You will also need to have the signatures of two witnesses as required by Pennsylvania law. Finally, take it to an estate planning attorney for review. They will make certain it meets all legal guidelines, that all language is clear and correct, and that the appropriate signatures are included.

When you need an estate planning attorney, contact Achille Law, P.C. Based in Brookville, PA, they offer legal representation in several different practice areas, including estate issues, personal injuries, and bankruptcies. Protect your loved ones and your assets by designing a legally sound will. A trusted attorney will review it and ensure it’s valid. Call (814) 849-6701 to schedule an appointment or visit them online to browse their services.