To make a will without a lawyer, follow these key steps to ensure it is valid and reflects your wishes:
- Decide how to create your will
You can write it yourself using a template, online will-making software, or purchase a state-specific form. Online tools like FreeWill or LegalZoom provide guided templates tailored to your state laws, which helps ensure compliance
- Identify your assets and beneficiaries
List all significant assets you want to distribute (real estate, bank accounts, valuables) and decide who will inherit them. You can also name guardians for minor children if applicable
- Choose an executor
Select a trustworthy person to carry out your will’s instructions, pay debts, and handle probate. You may name a successor executor as backup
- Draft the will
Use a typed document for clarity. Include necessary legal language to make the will valid, such as a statement declaring the document as your last will and testament. Some states accept handwritten (holographic) wills but typed ones are generally preferred
- Sign and witness the will properly
Sign your will in the presence of at least two adult witnesses who are not beneficiaries. They must also sign the will in your presence. This step is crucial to make the will legally binding
- Store the will safely and inform relevant people
Keep the original will in a secure place and let your executor or close family members know where it is
Additional tips and cautions:
- Check your state’s specific legal requirements for wills, including witness rules and notarization if needed
- Avoid vague language and clearly specify your wishes to prevent disputes
- Update your will after major life changes like marriage, divorce, or having children
- Consider consulting a lawyer if your estate is complex, involves trusts, or if you want to disinherit someone
By following these steps, you can create a valid will without a lawyer, saving money and time while ensuring your assets are distributed according to your wishes
