This is not
a will, nor is it a legal document. It is a tool designed to assist your attorney in preparation of your will. Information entered through the Will Planning Wizard is secure and will not be shared with others.
This wizard is 21 pages. If you wish to fill it out by hand, download the PDF
. The PDF will also give you an idea, in advance, of the documents you will need to answer the questions on this wizard.
Sixty percent of Americans die without a valid will. This is unfortunate, because in most cases state laws will take over and will distribute your probate estate in accordance to a prescribed formula – possibly and probably in ways that you would not choose.
Take the time now to begin.
This Wizard will guide you through the most difficult part: collecting your thoughts and information before you visit your attorney. Once you complete the wizard, it will generate a Microsoft Word document with all your information organized. (If you cannot answer some questions, simply leave blank. You can fill it in at a later point.)
For security reasons, the form does not ask your social security number. Just fill in that part by hand after you print out your document.
Some states allow an individual to compose his or her own will. However, a will is a very important legal document. Therefore, in the vast majority of cases, it is wise to employ the expertise of a qualified attorney. A will is one of the least expensive legal documents you would pay for, but a well-written one could save your heirs much more in dollars and hassle.
♠ Please Note: Once the Microsoft Word Document is generated, save it to your desktop (File > Save As, choose Desktop) so you can locate it easily at a later point.