Get Will Preparation Checklist - James Campbell Insurance Brokers

Completing the Will Preparation Checklist is an essential step in organizing your estate planning. This guide will help you navigate the online form, ensuring you collect all necessary information in an accessible and efficient manner.

Follow the steps to successfully complete the checklist online.

1. Press the ‘Get Form’ button to access the Will Preparation Checklist. This will allow you to open the document and begin filling it out.
2. In the first section, provide personal information about yourself and your spouse. Include full legal names, address, telephone numbers, occupations, and dates and places of birth. Don't forget to list the full names and dates of birth of all your children, as well as their adoption status or parentage details.
3. Next, you will enter your marital status information. This includes the date and place of your current marriage, any marriage contracts, details about previous marriages, and information on any children from former relationships.
4. In the following section, detail your assets. List your cash and bank accounts along with their locations and account numbers. Include all life insurance policies, securities, pension plans, annuities, details about your primary residence including type of ownership and current market value, as well as information on any other real estate, businesses, and expected inheritances.
5. Next, outline your debts, listing any loans, mortgages, credit cards, and amounts owed, ensuring you include to whom these debts are owed.
6. In the beneficiaries section, specify to whom you want cash requests to go and the amounts. Include details on how to distribute your estate if both you and your spouse pass away simultaneously, and list specific personal possessions and their recipients.
7. Provide the names of people you wish to designate to represent your interests in the Will. Record their agreement to the role, their skills, relationship to you, and whether they know where to find your Will and important documents.
8. In the final section, gather any additional information that may be relevant regarding your responsibilities, any Powers of Attorney held, and the locations of your Will's original copy.
9. Once you have completed all sections of the checklist, review the information for accuracy, save your changes, and consider downloading, printing, or sharing the completed form.

Begin preparing your Will online today to secure your future.