How-to Write Your End of Life Plan: 3 Basic Steps Page 8

  • Appoint an Executor to administer your estate
    Name a person who understands your wishes and accepts this responsibility. You may also appoint a Digital Executor to manage your digital assets. Your Executor has legal authority to settle the final matters of your estate.
  • Name beneficiaries
    List organizations or people whom you want to inherit your assets after you pass away.
  • Include final service wishes in your will
    State your choices for service options, personalization and final resting place.
  • Sign and date it
    Most wills require that it be signed by witnesses and a notary public. Consult an attorney if you need help completing your will.
  • Make copies
    Keep a copy in a secure place and share its location with loved one. Give copies to your Executor and other advisors.
  • Revisit your will to make changes
    You have the right to revoke or amend your will at anytime.

For more information on preparing your will, visit and read the eBooks "How-to Write a Will", "How to Choose Your Executor" and "Estate Planning: The Basics."

Take a few minutes to answer these questions.

  1. What personal valuables and assets do you have and where is information about these assets stored?
  2. What online accounts and digital content would you like your executor or digital executor to manage for you?
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