Here is a basic checklist of items that could go into a will:
- Personal Information: Name and address of the testator (the person making the will)
- Appointment of an Executor: Designation of the person responsible for carrying out the testator’s wishes in accordance with the will. The executor is also sometimes called the personal representative in some jurisdictions.
- Distribution of Estate: Detailed instructions for the distribution of assets, including real property, personal property, bank accounts, and investments.
- Guardianship Designation: Designation of a guardian for minor children.
- Specific Bequests: Gifts of specific items to named individuals or organizations.
- Residuary Clause: Provision for the distribution of any remaining assets after specific bequests have been fulfilled.
- Powers of Appointment: Granting of powers to executor, trustee or other person to manage property on behalf of the estate or named beneficiaries.
- Powers of Trustee: Granting of powers to a trustee for the management of trusts established in the will.
- Testamentary Trusts: Creation of trusts for specific purposes, such as providing for the care of a disabled family member or minors.
- Funeral and Burial Instructions: Instructions for funeral and burial arrangements.
Note: The above list is not exhaustive and may vary based on the jurisdiction and specific needs of the testator.
