Having a will can be a primary way to avoid battles over your estate after you’re gone. In this video, Iβll go over 5 tips for creating your first will.
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The biggest danger comes when you try to shortcut the process totally and just download some estate plan forms from a website that is merely mail-merging your information into their forms. If you aren’t careful, you can check the wrong box and end up with a complicated Texas will with other state-specific documents, when you actually live in Minnesota and need documents that are crafted for you and your family.
Learn more about creating your first will here:
π https://ayerslaw.co/5-tips-1st-will
One of the most common sources of new clients coming to my office is that they pay some money and download forms from an online site, only to realize that they really don’t understand the documents and aren’t sure what to do next.
Please don’t end up in that situation, it’s easily avoidable.
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00:00:00 5 Tips for Your First Will
00:00:25 Correcting Will Assumptions
00:01:34 A Bequest to Your Spouse
00:02:11 A Bequest to Your Kids
00:02:50 Your Personal Rep. or Executor
00:04:30 Will Versus Living Trust
00:05:16 Working With an Attorney
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