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Sample Letter Will FAQ

Property in a living trust. One of the ways to avoid probate is to set up a living trust. Retirement plan proceeds, including money from a pension, IRA, or 401(k) Stocks and bonds held in beneficiary. Proceeds from a payable-on-death bank account.

Create the initial document. Start by titling the document Last Will and Testament" and including your full legal name and address. Designate an executor. Appoint a guardian. Name the beneficiaries. Designate the assets. Ask witnesses to sign your will. Store your will in a safe place.

Include personal identifying information. Include a statement about your age and mental status. Designate an executor. Decide who will take care of your children. Choose your beneficiaries. List your funeral details. Sign and date your Last Will and Testament.

Bank accounts. Brokerage or investment accounts. Retirement accounts and pension plans. A life insurance policy.

In most situations, a will template is an easy and inexpensive way to make sure your wishes are known and carried out. Most people can get everything they need by using a will template, with little cost or hassle.

Yes, handwritten or holographic wills are valid in California.

You can either download a template (many are free) and write your Will at your own pace offline using your word processor, or tell us your wishes in our online questionnaire and let us write it for you.

While you can write your own last will and testament, it's very important to follow your state's requirements. If the court finds it invalid, someone other than your chosen executor could handle your estate and distribute your assets differently than you intended.

Last Will Testaments

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