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August 2026 Question and Answer

QUESTION:

What are the basics for creating a will?

ANSWER:

Creating a will ensures your assets are distributed according to your wishes after your death. Start by confirming that you are of legal age and of sound mind. Clearly identify yourself as the testator and state your intent to make a will.

List your assets and beneficiaries, and appoint a trusted executor to manage your estate. For parents, designate guardians for minor children. The document must be in writing, dated, signed by you, and witnessed by at least two non-beneficiaries.

Review and update regularly. While DIY templates exist, consulting an estate attorney helps avoid legal pitfalls and ensures compliance with state laws. A valid will provides you and your family peace of mind.

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Legal Documents Most American Need

These documents will give your family guidance and comfort when they need it most.

POWERS

An advance directive or healthcare power of attorney is a legal document that provides loved ones and medical professionals a road map for your health care preferences should you ever be unable to make those decisions yourself. Appoint someone you trust to follow your wishes and give a copy to your hospital records department.

Similarly, a financial power of attorney gives someone you choose the authority to handle your finances when you are not able to do so yourself. Appoint a capable and responsible individual you trust and share your wishes with that person.

TRUST

A trust spares your heirs from the inconvenience and cost of probate. Instead, it allows for the rapid and private transfer of assets to your heirs.

WILL

A will is subject to probate, (reviewed by the court), which is public and costs money and time. Consider attaching a list itemizing who is to receive any personal items not contained in your trust.