Start by adding members of your family. Try to include as many of your family and close friends as possible. You can always return and add more people, but being thorough now will help you in the following steps.
Next, decide on who to send invitations to be a guardian, executor, and trustee. If you have kids that are minors, you will be required to choose a guardian for them. There are short videos that describe each role. For a definition of each position, take a look at our glossary.
Confirm who will be your heirs. We would suggest starting with your spouse, moving on to your kids, and finally other family and friends. A description of how to change your heirs is included in this article.
Finally, input your belongings and assets. When you do this, you will then be able to choose who to leave your family heirlooms to. You can even take a picture of it, and include a personal note sharing what's special about it.
When you have invited your guardians, executors, and trustees to accept their role, you will be ready to print, sign, and notarize the Will & Trust.
Feel free to reach out with questions or feedback: firstname.lastname@example.org