Estate Planning

HowDoYa make a will?

A will is one of the most important documents you can have. It tells people what you want to happen to your things — and who should make sure it happens.

What a will does

  • Names who receives your property and belongings
  • Appoints an executor to carry out your wishes
  • Names a guardian for minor children
  • Specifies any special gifts or charitable donations

What a will doesn't cover

  • Assets with named beneficiaries (retirement accounts, life insurance)
  • Property held in joint tenancy
  • Assets held in a trust

Common questions

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