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What to Include in Your Will: Complete Checklist

2024-10-227 min read
A complete will covers all the bases. Use this checklist to ensure nothing is missed. ## Essential Elements ### Identification - Full legal name - Address - Statement that this is your will ### Revocation Clause Statement revoking all previous wills. ### Executor Appointment Name your executor and alternates. ### Guardian for Minor Children Critical if you have kids under 18. ### Asset Distribution Who gets what, in what proportions. ## Property Considerations ### Real Estate All properties you own. ### Personal Property Vehicles, jewelry, furniture, collectibles. ### Financial Accounts Bank accounts, investments, retirement accounts. ### Digital Assets Online accounts, cryptocurrency, digital files. ### Business Interests Ownership stakes in any businesses. ## Special Provisions ### Specific Bequests Particular items to particular people. ### Residuary Clause Where remaining assets go. ### Contingencies What happens if beneficiaries predecease you. ### Trust Provisions Trusts for minor children or special needs. ## Don't Forget Witnesses and notarization as required by your state. ## Get Professional Help Pioneer Credit Solution ensures your will is complete. Call 1-888-271-2293.

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