Your Will is one of the most important estate planning documents that you can create. It ensures that all of your wishes regarding your estate and assets are upheld after you pass away, and protects your family from difficult legal battles. We understand that planning your estate and creating your Last Will and Testament can seem like a difficult process, but with Gentreo it is easy and affordable. To help guide you through the process even further, we have provided you with a step-by-step guide to help assist you through everything.
Before you start...
- Gather contact information for beneficiaries
- Create a general inventory of your assets
- Choose your Personal Representative(s)
Steps to Create My Online Will
- Name Your Immediate Family
- Choose How Your Assets Should be Distributed
- Designate any Personal Tangible Property and Beneficiaries
- Name any Non-Tangible Gifts and Beneficiaries
- Designate How Remaining Assets Should be Handled
- Name Your Personal Representative (also known as an Executor)
- Print and Sign Your Will in front of Witnesses & a Notary
- Upload & Share Your Will with your Gentreo Digital Family Vault
Get all of the details about each step with our helpful checklist!
