A complete will covers all the bases. Use this checklist to ensure nothing is missed.
Essential Elements
Identification
- Full legal name
- Address
- Statement that this is your will
Revocation Clause
Statement revoking all previous wills.
Executor Appointment
Name your executor and alternates.
Guardian for Minor Children
Critical if you have kids under 18.
Asset Distribution
Who gets what, in what proportions.
Property Considerations
Real Estate
All properties you own.
Personal Property
Vehicles, jewelry, furniture, collectibles.
Financial Accounts
Bank accounts, investments, retirement accounts.
Digital Assets
Online accounts, cryptocurrency, digital files.
Business Interests
Ownership stakes in any businesses.
Special Provisions
Specific Bequests
Particular items to particular people.
Residuary Clause
Where remaining assets go.
Contingencies
What happens if beneficiaries predecease you.
Trust Provisions
Trusts for minor children or special needs.
Don't Forget
Witnesses and notarization as required by your state.
Get Professional Help
Pioneer Credit Solution ensures your will is complete. Call 1-888-271-2293.