Wills Checklist

 

Checklist	Full Details/Disclosure	Mark
Personal Information	- Full legal name   - Date of birth   - Address
Executor Appointment	- Name of the executor (the person responsible for carrying out the terms of the will)    - Contact information of the executor    - Alternate executor (in case the primary executor cannot serve)
Guardian for Minor Children	- Name of the guardian(s) for any minor children Contact information of the guardian(s) - Alternate guardian(s)
Beneficiaries:	- Names of all beneficiaries (those who will inherit) - Specific details of what each beneficiary will receive (property, money, etc.) - Alternate beneficiaries
Specific Bequests:	-Detailed list of specific items to be given to specific individuals (Land,Companies, Bank, Shares,  Movable Asset i.e Car)  -Name of the beneficiary for each specific bequest
Residuary Estate:	-Instructions for the distribution of the remainder of the estate after specific bequests have been made -Name of residuary beneficiary(ies)
Debts and Expenses/Liabilities	-Instructions for how to handle debts and expenses (e.g., funeral costs, school fees, taxes, mortgages loans and debts)
Funeral Instructions (optional):	-Any  specific wishes regarding funeral arrangements or body disposition
Legal Assistance (optional but recommended):	-Consultation with an attorney to ensure the will complies with state laws and effectively reflects your wishes
Review and Updates	-Regularly review and update the will as circumstances change (marriage, birth of children, significant purchases, etc.)
Storage and Accessibility	-Location where the will is stored -Informing the executor and key beneficiaries where to find the will
Signatures and Witnesses	- Signatures /Thumb and Witnesses**: - Your signature - Date of signing - Signatures of witnesses (usually two, not related to you or beneficiaries) - Notarization (if not a national))