Steps

  1. List what you own and what you owe, and which accounts already have beneficiaries.
  2. Decide who you want to receive your property, and any specific items.
  3. Choose an executor you trust, and a backup, and ask them first.
  4. If you have children under 18, choose a guardian and a backup, and ask them.
  5. Book an estate planning lawyer, or check your employer's legal benefit, and bring your notes.
  6. Sign the will exactly as your state requires, usually with witnesses.
  7. Store the original safely and tell your executor where it is.
  8. Review it after marriage, divorce, a birth, a death or a move to another state.

Stop and call a professional if

Questions to ask the professional

Common mistakes

Outside the US or in another state: Rules for wills, proxies, beneficiaries, name changes and divorce are set by each US state; outside the US they differ again, so check with a local lawyer or official service.

Teach this to someone

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Your checklist

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Quick quiz

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1. What happens without a will?
2. What does an executor do?
3. Who should draft and check the signing of a will?

Related skills

Sources

Written in our own words from the sources above. It is general information, not advice for your situation; where a professional, your doctor or your lease says something different, follow them.

Last reviewed . First published .