Common Mistakes To Avoid When Writing A Will

Creating a will is one of the most important steps we can take to protect our families and make sure our wishes are honored. It’s not something we want to think about often, but it brings peace of mind and clarity for loved ones when the time comes. Unfortunately, our Maryville, TN Wills Lawyer has seen too many people make costly mistakes during this process. Below are some of the most common issues we’ve seen and how you can avoid them.

Leaving Out Important Assets Or Beneficiaries

One mistake we often come across is forgetting to include certain assets or people in the will. It’s easy to think about the house or bank accounts, but people often overlook things like digital property, small business interests, or personal items with sentimental value. Similarly, some people unintentionally leave out family members or close friends they intended to include. Taking time to think through what you own and who you care about helps avoid this.

Not Keeping The Will Updated

Life changes, and our wills should reflect those changes. Whether it’s marriage, divorce, a new child, or a significant change in finances, an outdated will can lead to problems. We’ve seen cases where a person’s wishes were no longer accurately represented simply because they hadn’t looked at their will in years. Setting a regular reminder to review it can help keep everything current.

Failing To Name A Back-Up Executor

Naming an executor is a standard part of writing a will, but some people stop there. If that person is unable or unwilling to serve, and no alternate is named, the court may step in to make the decision. This can delay the process and create stress for your loved ones. Including a second or even third choice is a smart move that adds a layer of protection.

Using Generic Templates Without Legal Review

There are plenty of do-it-yourself forms and online tools out there. While these might seem convenient, we’ve found they often lead to trouble. The language may be unclear, or the form may not meet the legal standards for your state. This can open the door to disputes or even invalidate the will. It’s always best to have someone familiar with the laws in your area review what you’ve written.

Forgetting About Taxes And Debts

Some people write their will focusing only on who gets what, without thinking about the taxes or debts that might need to be paid first. This can result in heirs receiving less than expected or being caught off guard by financial responsibilities. Planning ahead and understanding how liabilities are handled as part of the estate helps everyone involved.

Storing The Will In A Hard-To-Find Location

If no one knows where your will is kept, it may not exist. We always recommend choosing a safe but accessible location and letting a trusted person know where to find it. Some people use a fireproof home safe or store it with their attorney. Whatever method is used, it should be easy to retrieve when needed.

At Carpenter & Lewis PLLC  we help individuals and families avoid these common mistakes. Whether you’re writing your first will or updating an old one, having the right support makes a real difference. Contact us today to schedule a consultation and take the next step in protecting your family’s future.