Choose a will type (simple will or will with trusts/guardianship)
Gather information about your assets (bank accounts, investments, real estate, vehicles, personal property)
List debts and obligations (mortgages, loans, credit cards)
Identify beneficiaries (people, charities, organizations)
Decide who should receive specific items and who should receive the rest of your estate
Name an executor (person or professional who will manage the estate)
Consider guardianship for minor children (if applicable)
Review any existing wills, trusts, and beneficiary designations (life insurance, retirement accounts)
Choose witnesses and follow your jurisdiction’s rules for signing
Ensure you meet capacity requirements (and sign when you are not under undue influence)
Draft the will (use a reputable template or attorney)
Include required legal language for your jurisdiction (revocation clause, identification, signatures)
Sign the will according to local requirements (notary and/or witness requirements)
Have witnesses sign as required
Store the will safely (safe deposit box, attorney, or home safe) and ensure the executor can access it
Inform the executor where the original will is kept
Keep copies in a secure place if allowed
Review and update the will after major life events (marriage, divorce, births, deaths, moving, major asset changes)
Revoke prior wills or codicils if required and follow proper amendment procedures
Consider creating or updating beneficiary designations separately from the will
Consider a codicil for small changes (if allowed by your jurisdiction)