Checklist for Preparing a Will

The following checklist will help you prepare the necessary documentation and information to draft a will. Many people think they don’t own anything of value, which usually is not true. Value comes in may forms other than cash or investment assets. This checklist will help you to take inventory of what you have without overwhelming you. Additionally, the checklist will help you think through some of the logistics of preparing a will such as who you should consider naming as your personal representative.