The Estate Planning Process

Writing a will is a crucial step in taking control of your future and ensuring that your wishes are carried out after you’re gone. However, many people struggle to find the motivation to tackle this important task. Whether it’s the fear of confronting mortality or the perceived complexity of the process, it’s common to feel a lack of motivation when it comes to writing a will.

At Gentreo, we’ve heard everything. From, “I’ll get to it when I need it” to “the courts just take care of everything” to “I really don’t want to think about death” to “I’ll let my spouse handle it”, the list of why not to do a will is long. The problem is we are all going to pass away and without a will, lots of problems are created.

In this comprehensive guide, we will explore various strategies and techniques to help you motivate yourself to write a will and empower you to make informed decisions about your estate. And, ‘yes Virginia, we each have an estate,’ read on to learn more.

Understanding the Importance of Writing a Will

Before we delve into the strategies for motivation, let’s take a moment to understand why writing a will is so crucial. A will serves as a legal document that outlines your wishes regarding the distribution of your assets, the appointment of guardians for your children, and even your funeral arrangements. By having a will in place, you can:

  1. Ensure that your assets are distributed according to your wishes: Writing a will allows you to designate specific beneficiaries for your assets, ensuring that your hard-earned wealth goes to the people or organizations you care about.
  2. Appoint guardians for your children: If you have minor children, a will enables you to nominate guardians who will take care of them in the event of your untimely passing.
  3. Minimize family disputes: A well-drafted will can help prevent potential conflicts among your loved ones by clearly stating your intentions and minimizing ambiguity.
  4. Provide for your loved ones: Writing a will allows you to provide financial support for your family members, ensuring their well-being even after you’re no longer there to provide for them.

Now that we understand the importance of writing a will, let’s explore some effective strategies to motivate yourself to take this important step.

Strategy 1: Set a Clear Goal and Establish a Timeline

Setting a clear goal and establishing a timeline can be powerful motivators when it comes to writing a will. Start by determining what you hope to achieve by writing your will. Are you primarily concerned about asset distribution or appointing guardians for your children? Once you have a clear goal in mind, set a realistic timeline to complete the process. Consider the complexity of your estate and any external factors that may impact your timeline. By setting a specific goal and establishing a timeline, you create a sense of purpose and urgency, motivating yourself to take action.

Strategy 2: Break Down the Process into Manageable Steps

Writing a will may seem like a daunting task, but breaking it down into smaller, manageable steps can make it more approachable. Divide the process into logical sections, such as asset inventory, beneficiary designation, and nomination of executors or guardians. Tackling one section at a time allows you to focus your energy and attention, making the overall process less overwhelming. Celebrate each completed step as a small victory, boosting your motivation and confidence.

Strategy 3: Watch Videos and Read about Creating Your Will, Talk with Family and Friends

If you find yourself struggling to navigate the complexities of writing a will, watching the videos and reading the blogs on Gentreo can be immensely helpful. Additionally, discussing your intentions with your trusted family members or close friends can provide emotional support and reassurance throughout the process.

Strategy 4: Educate Yourself on the Process and Benefits

Knowledge is power and educating yourself about the process and benefits of writing a will can significantly increase your motivation. Take the time to learn more about how you will be helping all who you care about, like helping your family not have to learn the word “intestacy” or research intestacy laws by visiting Gentreo. By gaining a comprehensive understanding of the importance and advantages of writing a will, you can cultivate a strong sense of purpose and motivation.

Strategy 5: Create a Supportive Environment

Your environment plays a crucial role in your motivation levels. Create a supportive environment that fosters productivity and focus. Designate a quiet and comfortable space where you can work on your will without distractions. You can read a bit, write a bit of your will, and come back to Gentreo at any time.  By creating an environment conducive to writing your will, you eliminate potential barriers and enhance your motivation.

Strategy 6: Visualize the Impact of Your Will

Visualizing the impact of your will can be a powerful motivator. Take a moment to imagine the positive outcomes that will result from having a well-crafted will. Reflect on the peace of mind knowing your loved ones will be taken care of and your assets will be distributed according to your wishes. Visualize the potential conflicts and challenges that could arise in the absence of a will. By vividly envisioning the consequences of both action and inaction, you can fuel your motivation to complete your will.

Strategy 7: Celebrate Milestones and Reward Yourself

Writing a will is a significant accomplishment, and it’s essential to celebrate milestones and reward yourself along the way. Break your overall goal into smaller milestones, such as completing the asset inventory or finalizing the nomination of guardians. When you reach each milestone, take the time to acknowledge your progress and reward yourself with something meaningful. It could be treating yourself to a favorite meal, indulging in a spa day, or engaging in a hobby you enjoy. By celebrating milestones and rewarding yourself, you reinforce positive behavior and maintain your motivation throughout the process.

Strategy 8: Share Your Intentions with Loved Ones

Sharing your intentions and progress with your loved ones can provide an additional layer of motivation and accountability. Discussing your will with your family members or close friends can help you articulate your wishes and solidify your commitment. Their support and encouragement can boost your motivation and provide a sense of purpose as you work towards completing your will. Additionally, involving your loved ones in the process can help minimize potential conflicts and ensure that everyone is on the same page.

Strategy 9: Reflect on Your Legacy and the Future

Writing a will is not just about addressing immediate concerns; it’s an opportunity to reflect on your legacy and the impact you want to leave behind. Take the time to contemplate the values and principles you hold dear and consider how you want them to shape your legacy. Reflect on the future and the lasting effects your will can have on your loved ones and the causes you care about. By connecting with the bigger picture and the long-term impact of your will, you can find deep motivation and a sense of purpose in the process.

Strategy 10: Seek Emotional Support and Self-Care

Writing a will can stir up a range of emotions, including anxiety and fear. It’s crucial to seek emotional support and practice self-care throughout the process. Lean on your support network, whether it’s friends, family, or a therapist, to help you navigate any emotional barriers. Engage in activities that promote self-care, such as exercise, meditation, or journaling, to reduce stress and maintain your emotional well-being. By prioritizing your emotional support and self-care, you can enhance your motivation and resilience.


Writing a will may initially seem overwhelming, but with the right strategies and mindset, you can motivate yourself to take this important step. By setting clear goals, breaking down the process, seeking guidance and support, educating yourself, creating a supportive environment, visualizing the impact, celebrating milestones, sharing your intentions, reflecting on your legacy, and prioritizing emotional support and self-care, you can successfully navigate the journey of writing a will. Remember, writing a will is an empowering act that ensures your wishes are honored and provides peace of mind for both you and your loved ones. Start today on Gentreo and take control of your future.


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