How to make a legal will with an attorney? 

A will is an essential legal document that outlines how a person’s assets and estate will be distributed after their death. While it is possible to write a will without an attorney, it is recommended that individuals seek the assistance of an attorney to ensure that the document is legally valid and properly executed. In this article, we will provide an overview of how to make a legal will with an attorney. 

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  1. Determine the Assets to Include in the Will. 

Before meeting with an attorney, it is important to make a list of assets that will be included in the will. This may include property, bank accounts, investments, and personal items. Having a clear idea of what assets will be included in the will can help streamline the process with an attorney. 

  1. Find an Attorney. 

The next step is to find an attorney who specializes in estate planning and wills. It is important to choose an attorney who is experienced and knowledgeable in the specific laws and regulations in your state. You can start by asking for referrals from family and friends or by conducting an online search. 

  1. Meet with the Attorney. 

During the initial meeting with the attorney, you will discuss the assets that will be included in the will, as well as any specific instructions or requests for distribution. The attorney will also discuss options for appointing an executor and a guardian for any minor children. The attorney will then draft the will based on this information. 

  1. Review and Revise the Will. 

Once the attorney has drafted the will, you will have the opportunity to review and revise it as needed. This is an important step to ensure that the document accurately reflects your wishes and that all assets are included. The attorney will make any necessary revisions and provide a final copy of the will for signing. 

  1. Sign the Will. 

To make the will legally binding, it must be signed in the presence of witnesses. The number of witnesses required and other legal requirements vary by state, but in general, the testator (the person making the will) must sign the document in the presence of at least two witnesses who are not beneficiaries named in the will. The witnesses must also sign the document. 

  1. Store the Will Safely. 

After the will has been signed and witnessed, it should be stored in a safe and secure location, such as a fireproof safe or a safe deposit box. It is important to inform the executor and family members where the will is stored, so that it can be easily located when needed. 

In conclusion, making a legal will with an attorney can provide peace of mind that your assets will be distributed according to your wishes. By following these steps, individuals can ensure that their will is legally valid and properly executed. While the cost of working with an attorney may vary, it is a worthwhile investment to ensure that your estate is properly managed after your passing.