I Wrote A Will…Now What Do I Do?

In this article, you will learn:

• Proper steps for the storage and disclosure of a will.
• The importance of involving an estate planning attorney in preparing your will.

Where Should You Store Your Will?

It is your responsibility to keep your will in a safe place, as it is not submitted to probate court until after your passing. The best options for storage include a home safe, a safe deposit box, or with a trusted person. Be sure your personal representative knows how to access these locations. Additionally, you may consider storing the will with your spouse or a trusted relative for safekeeping.

Who Should Be Informed About Your Will?

It’s completely reasonable to wonder who, if anyone, you should inform about the existence of your will. The most important person to inform is your personal representative—sometimes referred to as the executor of your will—so they understand their responsibilities after your passing. It is also advisable to notify your beneficiaries about the assets you plan to leave them. While you are not obligated to show anyone your will, keeping them informed about their inclusion can be a prudent step to prevent confusion later.

How Often Should You Review/Update Your Will?

Your will should be reviewed every three to four years. Additionally, you should reassess it following significant life changes such as:

• Marriage
• The birth of a child.
• The death of a beneficiary.

These events may necessitate amendments to ensure your will reflects your current wishes.

How Do You Ensure Your Will Is Enforceable After Your Death?

To ensure your will is enforceable, consult a qualified estate planning attorney for its preparation. Avoid using generic, off-the-shelf wills, as they may not meet the validity requirements of your state. A competent attorney is a worthwhile investment, as they can confirm that your will is legally sound. Remember to review it every three to four years or if there are changes in the law that may affect its validity.

Is Your Will Valid If You Move To Another State?

The validity of your will may change if you move to another state, as different states have varying requirements. It is advisable to consult with an estate planning attorney in your new state, bringing your existing will for review. They can assess its validity and advise on any necessary amendments to ensure it complies with local laws.

Still Have Questions? Ready To Get Started?

For more information on What To Do After Writing A Will, an initial consultation is your next best step. To obtain the legal guidance you need, call (864) 271-7940 today.