Free Last Will and Testament Preparation Checklist

Asset Inventory

Real Property

Primary residence (address and estimated value)*

Vacation home or rental properties

Land or undeveloped property

Financial Assets

Bank accounts (checking, savings, CDs)*

Investment and brokerage accounts*

Retirement accounts (IRA, 401k)*

Life insurance policies with beneficiaries*

Vehicles & Personal Property

Vehicle titles and descriptions

Valuable jewelry or art (with appraisals)

Business interests or partnerships

Digital Assets

Online accounts and passwords (use a password manager)

Cryptocurrency holdings and wallet access

Digital business assets or intellectual property

Beneficiary Designations

Note: Your beneficiary designations here are for planning purposes. Work with your attorney to formalize these in your will.

Choosing Your Executor

Your executor handles the legal administration of your estate. Choose someone trustworthy, organized, and able to handle stress. Name an alternate executor in case your first choice cannot serve.

Ready to Draft Your Will?

Explore the Power of Attorney Guide while you're here.

Beneficiary Designations

Note: Your beneficiary designations here are for planning purposes. Work with your attorney to formalize these in your will.

Choosing Your Executor

Your executor handles the legal administration of your estate. Choose someone trustworthy, organized, and able to handle stress. Name an alternate executor in case your first choice cannot serve.

Ready to Draft Your Will?

Explore the Power of Attorney Guide while you're here.

Last Will & Testament Preparation Checklist

Asset Inventory

Beneficiary Designations

Related Tools

Power of Attorney Guide

Official Resources

Last Will & Testament Preparation Checklist

Asset Inventory

Beneficiary Designations

Related Tools

Power of Attorney Guide

Official Resources