Choose your will type (simple will or will with trusts)
Confirm you are legally able to make a will (age and sound mind requirements)
Gather key information (full legal name, address, date of birth, beneficiaries, assets, debts, guardians if needed)
List beneficiaries and what each should receive (specific gifts or percentage shares)
Decide on an executor (primary and alternate)
Decide on guardianship for minor children (if applicable)
Decide on how to handle debts and final expenses (usually paid from the estate)
Include instructions for specific assets (real estate, vehicles, accounts, personal property)
Address residue of the estate (what remains after debts, taxes, and specific gifts)
Consider tax-related provisions (as applicable)
Include a clause stating revocation of prior wills and codicils
Sign the will in accordance with your state/country requirements
Have required witnesses sign (and notarization if required or beneficial)
Ensure proper execution details are followed (witnesses present, correct signatures, dates)
Store the original will safely (and inform executor where it is kept)
Consider creating a codicil for later changes instead of rewriting when changes are minor
Review and update the will after major life events (marriage, divorce, births, deaths, moving jurisdictions, major asset changes)
Obtain legal advice if you have complex assets, blended families, trusts, or special circumstances