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WRITING A WILL – A Few Basic Guidelines:
 
 


Note that every state has particular regulations on how a will should be written, so always be sure to seek the council of a specialist in your state of domicile (i.e., the state in which you spend most of your time, or in which you have your driver’s license or permanent address.)  What follows are general standards for most wills, and is not meant to be exhaustive.

1)     The will must be a written document. 

2)     On this written document, the testator (the one making the will) should clearly state his or her name, and that this document is indeed a formal will.  (Generally, this can be done simply by claiming the document to be a “will and testament.”)

3)     If the testator has already written a will in the past, he or she should openly declare all previous wills null and void.  This can avoid the confusion of having two or more wills with contrasting information.  On this note, while it’s usually not required, it is a good idea to write the DATE on the will, so there can be no confusion on which will is the latest. 

4)     The testator then makes clear what assets, funds, and properties are to be passed on to the desired individuals or organizations.  (More here on the proper language of wills, and various types of giving)  

5)     Importantly, the testator must SIGN the will AT THE VERY BOTTOM to make it official.  An unsigned will is as good as none, and anything below the signature will not be considered.

6)     When the testator signs the will, at least two disinterested witnesses  -- meaning witnesses who receive nothing from the will – must be present, and they too must sign the will as witnesses.  Pennsylvania is currently the only exception. 

7)     If later you want to make any minor changes or additions to the will (in legal language, if you want to make a “codicil”) you may do so below your former signature, but again, you and two witnesses must then all sign the BOTTOM of the document.  If you want to make any major changes, it is best to make a new will, expressly revoking the previous will.  

8)     Finally, it is usually advisable to appoint – within the will itself – an EXECUTOR.  In other words, choose someone you trust to carry out your wishes as defined in the will.  If you don’t appoint an executor, the state will choose one for you.  

 

 

 

 


 



 
 
 
 

   

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