What Should Be Included in a Will?

I often walk clients through the essential components of a well-crafted will. At its core, a will outlines what happens to your assets when you pass away. Key elements include: a clear inventory of your possessions, a list of beneficiaries to receive those assets, and the appointment of a personal representative (or executor) to carry out your wishes and handle the probate process. For clients with minor children, it’s critical to include a guardianship provision to ensure their care by someone you trust. While every state has specific legal requirements for valid execution, these are the foundational pieces we always help clients address when creating a will. Please give us a call if you have any questions.