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Last Will and Testament Articles >> Last Will and Testament Checklist

Last Will and Testament Checklist

Creating a Last Will and Testament using forms from CreateMyWill.com is simple, but you can make the process even faster by assembling the documents and materials you need to complete the forms prior to downloading our Last Will and Testament forms.

Basic Information

To complete all of the forms including in the Last Will and Testament collection, which includes trusts and a power of attorney, you’ll need the following:

• Your legal name
• Your marital status
• Your gender
• Your full address
• Your spouse’s legal name

 
Specific Will Documents

To complete the Last Will and Testament documents, you’ll need to have the following information on hand:

• The full name, address and gender of the person or people you would like to serve as the executor of your estate. This is the person who will be in charge of following your will’s instructions after you pass.
• The full and legal names of any and all children you wish to be included in the will. Be sure to include all natural, adopted and step-children you would like to see included in the will. Step-children must be listed to be included. Natural and adopted children should be listed by name to avoid complications.

• A list of full and legal names for any grandchildren you would like included in the will.

• If you plan to make bequests of a particular property or assets through the will, those must be included specifically. Have a list of legal names and the bequeathed items ready.

• If you have minor children, you have the option of appointing a legal guardian to see to their interests and inheritance following your demise. If you don’t select a person to care for your children, the courts will. Be sure to include the full name and other legal identification for this individual.

• You’ll also need a list of parties that stand to inherit the remaining or percentages of the remaining property after all bequests have been made. This can include individuals, trusts and charitable organizations.

 
Additional Information

If you will be completing a Power of Attorney along with your Last Will and Testament, you’ll also want to have the following on hand:

• The full and legal name, address and gender of the party who will act as your attorney-in-fact. This is the person who will be making decisions on your behalf.

• The state where the Power of Attorney will be applicable.

• A list of specific powers you are appointing to the power of attorney.
• An end date for the power of attorney if applicable.