man with ring signing document

If you’ve decided to create an estate plan, generally, the most important thing you’ll need to establish is a last will. This allows you to detail exactly how you would like your assets distributed after your passing. However, many are unfamiliar with exactly what information they should include. If this reflects your circumstances, it’s in your best interest to keep reading. The following blog details the information you should include in your will and why you should connect with a Pasco County, FL estate planning lawyer to discuss your circumstances.

What Information Should I Put in My Will?

Including the correct information when establishing your will is essential to protecting your assets and ensuring your wishes are met after your passing.

Your will generally begins with basic personal information, including your name and address. Next, you’ll need to include an executor. Essentially, this is an entity that will oversee the administration of your estate. You should consider naming an alternative option if your first choice cannot assume the role. Generally, this entity is someone responsible and who can handle the complexities of distributing an estate.

Next, you’ll need to decide which of your beneficiaries will receive which assets. This is often one of the most challenging aspects, requiring you to account for all property to ensure nothing is left out. Be sure to include real estate, bank accounts, stocks, and personal possessions like jewelry or collections.

Finally, if you have minor children, determining who you would like to care for is in your best interest. Be sure to carefully consider your options, as you’ll want to appoint someone who shares your values and judgment and is willing to take on the responsibilities of being the guardian of minor children.

Do I Need a Lawyer to Create This Document?

Though creating a will may seem simple enough, it’s imperative to understand that it is in your best interest to connect with an experienced estate planning attorney to help you establish this document. There are rules regarding language that can influence the outcome of this document, and failure to adhere to them can result in your will being deemed invalid. Additionally, you should understand that incorrectly wording a document can impact the distribution of your assets.

Connecting with an experienced attorney can help ensure your wishes are met and provide peace of mind for the future. Establishing an estate plan is critical to protecting your assets and ensuring your beneficiaries are cared for following your passing. As such, connecting with an attorney from the Law Offices of Matthew J. Jowanna is critical. Our dedicated team will do everything possible to assist you with these complex matters so you can rest assured that your estate is planned for.