Make-A-Will Month Checklist Your Simple Guide to Getting Started
- Gather Your Information
- Full legal name and date of birth
- List of assets (property, bank accounts, retirement funds, etc.)
- List of debts and liabilities
- Names of beneficiaries (family, friends, charities)
- Plans for personal possessions and sentimental items
- Choose Your People
- Executor (who will carry out your will)
- Guardian(s) for minor children (if applicable)
- Financial power of attorney (who handles finances if you’re unable)
- Health care power of attorney (who makes medical decisions if you’re unable)
- Consider Your Legacy
- Do you want to leave a gift to a nonprofit or cause you care about?
- Have you included the Henry County Community Foundation in your plans?
- Think about how your legacy can reflect your values.
- Make a Plan
- Will you use an attorney or an online service?
- When will you complete your will? (Pick a date!)
- Schedule time to talk with your loved ones.
- Store It Safely
- Sign and notarize your will (as required in Indiana)
- Store in a secure place (fireproof safe, attorney’s office, etc.)
- Let your executor know where to find it
- Give copies to your key people
Need help or have questions about legacy giving? We’re here for you. Call us at 765-529-2235 or visit henrycountycf.org/legacy