How to Write a Will

End of Life Management Toolkit #1 | by Team Passare and Robert L. Shepard and Y Collaborative

3. Who to Involve When Writing a Will

Your Will is about you, the people you care about and how you want your assets distributed after your demise. Involve the individuals who you feel add value to the Will writing process. These may include your spouse, partner, parents, or children.

You also need to include people that validate the document, such as:

  • At least two witnesses to sign and date each page of Will
  • Executor
  • Trustee (if applicable)
  • Trusted attorney (if applicable)
  • Notary (if applicable)
Witnesses must meet the following requirements:
  • Be at least 18 years of age.
  • Does not inherit anything under your Will.
  • Be able to testify that they saw you sign and that you appeared competent.

Beneficiaries don’t need to help in the decision-making process of drafting your Will. The Executor is required to inform all beneficiaries of their involvement when you pass away. The Executor is responsible to ensure the beneficiaries receive the associated assets or amounts expressed in your Will.

Who, or What, Can be Named as a Beneficiary?
  • Individuals
  • Trusts
  • Charities
  • Your estate
  • Organizations
Take a few minutes now to answer these questions.
  1. Who should I involve in making a Will?
  2. What family, friends, or business partners would I like to involve in my decisions?
  3. How will my family and loved ones benefit if I have a Will?
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