7 items

Appointed an executor

Named beneficiaries for all assets

Appointed guardian for minor children

Listed all major assets

Documented all debts and liabilities

Will properly witnessed (2 witnesses)

Will properly signed and dated

7 items

Included digital assets and accounts

Made arrangements for pets

Will stored in safe location

Executor has copy or knows location

Will reviewed and updated regularly

Power of attorney documents prepared

Healthcare directive prepared

1 items

Included charitable bequests if desired

Will Planning Tool