Will Creation Checklist for 2024

Creating a will is one of the most important steps you can take to ensure that your wishes are honored and your loved ones are cared for after you’re gone. Yet, for many, the process can feel overwhelming. That’s where Gentreo comes in. By simplifying the steps and providing secure tools like the Gentreo Digital Vault, Gentreo makes it easier than ever to create, store, and share your will. Whether you’re just starting out or need to create a new will for where you are today, this checklist, paired with Gentreo’s comprehensive services, can help you through the process. This is not legal advice and if you think you need legal advice, you should consult with an attorney.

Gather Personal Information

 

• • Full legal name

• • Date of birth

• • Current address

• • Marital status

• • Names and details of children, if any

• • Details of other dependents or beneficiaries

• • Gentreo’s Solution: Gentreo’s platform allows you to securely input and organize all your personal information, making it easily accessible when drafting your will.
    

     

    • • Website: www.gentreo.com

Inventory Your Assets

 

• • Real Estate: Include all property owned, such as homes, land, and rental properties.

• • Financial Accounts: List bank accounts, retirement accounts, stocks, bonds, and other investments.

• • Personal Property: Detail valuable personal items like jewelry, vehicles, collectibles, and artwork.

• • Business Interests: Document any ownership or partnership interests in businesses.

• • Life Insurance Policies: Include policy numbers and beneficiaries.

• • Digital Assets: Include online accounts, social media, and digital currencies.

• • Gentreo’s Solution: Gentreo helps you create a detailed inventory of your assets and securely store related documents like deeds, account statements, and insurance policies in the Gentreo Digital Vault.
    

     

    • • Website: https://www.gentreo.com/family-digital-vault

List Your Debts

 

• • Mortgage(s)

• • Credit card debt

• • Personal loans

• • Any outstanding bills or liabilities

• • Gentreo’s Solution: Store information about your debts securely in Gentreo’s Digital Vault, ensuring your executor can easily access this information when settling your estate.

• • Website: https://www.gentreo.com/family-digital-vault

Choose Beneficiaries

 

• • Name individuals or organizations who will inherit your assets.

• • Specify what each beneficiary will receive.

• • Consider alternative beneficiaries in case the primary ones are unable to inherit.

• • Gentreo’s Solution: Gentreo’s will creation tool guides you in designating beneficiaries for your assets. You can also store detailed instructions for distribution and provide access to these instructions through the Gentreo Digital Vault.
    

     

    • • Website: www.gentreo.com

Appoint an Executor

 

• • Choose a responsible person or institution to carry out your wishes as outlined in the will.

• • Ensure the person is willing and able to serve as executor.

• • Gentreo’s Solution: Gentreo allows you to clearly designate an executor in your will. You can store their contact information and other relevant details securely in the Gentreo Digital Vault.
    

     

    • • Website:  https://www.gentreo.com/wills

Appoint Guardians for Minor Children

 

• • Name a guardian to care for your minor children if both parents pass away.

• • Consider appointing an alternate guardian in case your first choice is unable or unwilling to serve.

• • Gentreo’s Solution: With Gentreo, you can specify guardians for your minor children and store their information securely. The platform also allows you to update these details as needed.
    

     

    • • Website: https://www.gentreo.com/how-your-will-affects-your-spouse-children-and-pets-a-complete-guide

Execute Your Will

 

• • Sign the will in the presence of witnesses as required by your state’s laws which will be noted on the first page of your Gentreo created documents. Your state will most likely require a notary as well. Even if a notary is not required, it is often a good idea to have one to make things easier for your witnesses later so they do not have to appear in court to validate the will.

• • Ensure the witnesses sign the will in the witness of the notary, verifying that you are of sound mind and not under duress.

• • Gentreo’s Solution: Gentreo provides state-specific guidance to ensure your will is legally valid. Once signed, you can upload a copy to the Gentreo Digital Vault for safekeeping and easy retrieval.
    

     

    • • Website: www.gentreo.com

Store the Will Safely

 

• • Place the original will in a safe, secure location, such as a fireproof safe. Do not put it in safe deposit box only you can get to.

• • Provide copies to trusted individuals, such as your executor or attorney.

• • Store a digital copy in your secure Gentreo Digital Vault for easy access by your executor and beneficiaries.

• • Gentreo’s Solution: Gentreo’s Digital Vault offers a secure, encrypted space to store the original and copies of your will. You can also share access with trusted individuals, such as your executor, ensuring they can retrieve it when necessary.
    

     

    • • Website: www.gentreo.com

Specify Funeral and Burial Wishes and put them in Your Gentreo Digital Vault

 

• • Include your preferences for funeral arrangements, burial, or cremation in your Digital Vault.

• • Indicate if you have pre-arranged services and what company they were made with.

• • Gentreo’s Solution: Store your funeral and burial preferences in the Gentreo Digital Vault, making them easily accessible to your executor and loved ones.
    

     

    • • Website: www.gentreo.com

Review and Update All Documents and Information Regularly

 

• • Review your will periodically, especially after major life events (e.g., marriage, divorce, birth of a child, death of a beneficiary).

• • Update the will as necessary to reflect changes in your circumstances or wishes.

• • Gentreo’s Solution: Gentreo makes it easy to review and update your will. You can make changes directly within the platform and store the updated documents in the Digital Vault.
    

     

    • • Website: www.gentreo.com

Inform Key People

 

• • Make sure your executor and key beneficiaries know where the signed, physical copy of your will is stored.

• • Discuss your wishes with them to avoid any potential conflicts or misunderstandings.

• • Gentreo’s Solution: With Gentreo, you can securely share access to your will and other important documents stored in the Digital Vault with your executor and beneficiaries. This ensures they are aware of your wishes and can access the necessary documents when the time comes.
    

     

    • • Website: www.gentreo.com

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This checklist, enhanced with Gentreo’s tools and Digital Vault, provides a thorough and secure approach to creating, storing, and updating your will, ensuring your wishes are clearly documented and accessible to those who need them.

Start your estate plan today with Gentreo.

Don’t wait until it’s too late; start your estate planning journey with Gentreo today. By doing so, you’ll not only protect your loved ones but also gain the peace of mind that comes with knowing your legacy is secure.  Click here to join now.  https://www.gentreo.com/

This article is for informational purposes only and should not be considered legal advice. Consult with a qualified attorney or estate planning professional for personalized guidance.

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