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3737 Glenwood Ave., Ste. 100
Raleigh, North Carolina
Telephone (919) 872-
How to Make a Will
Introduction
This overview is not intended as a “do-
Whether you intend to hire an attorney to prepare your Will or you prefer to do it yourself, this guide will help you to understand the basic approach to preparing a Will and the essential decisions which should be addressed in the Will.
This step-
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3737 Glenwood Avenue
Suite 100
Raleigh, NC 27612
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Office: (919) 872-
Mobile: (919) 830-
Fax: (888) 241-
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The following steps are discussed in this guide:
Step 1: Determine which assets will pass under your Last Will and Testament
Step
2: Determine how your assets will be distributed
Step 3: Decide who will carry our your instructions
Step 4: Decide who will be the guardian of your children
Step 5: Prepare and execute the Will
Step 6: Review and update beneficiary designations
Please note that this guide is not intended to provide a comprehensive look at all of the issues which may be addressed in your particular Will. For example, if the assets of your estate exceed a certain value, your estate may be subject to estate taxes after 2010. There may be certain provisions which you can include in your Will which will help to minimize the impact of such taxes. You should consult with an attorney to determine if your estate is subject to such taxes and what options are available to you to minimize such taxes.
