What information do I need to prepare a Will?

You'll need to provide the following information:

  • Basic information about you, your family, and your pets
  • Who you want to be the Guardian to take care of your children and pets, if applicable
  • Who you want to be the Executor to administer your estate and carry out your Will
  • Who you want to receive your estate and whether you want to make any gifts to charity or to specific individuals

We also provide the option to provide information about your assets (This helps your Executor and Beneficiaries collect and distribute your estate.)  

We provide helpful guidance at each step. If you have any questions along the way, our Member Success team is standing by to chat - Just click the chat bubble in the bottom left-hand corner!

 

Start your Estate Plan today!

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