What Not to Forget in Your Will

Creating a Last Will and Testament can be a daunting task but putting one in place is something that must be accomplished in order to ensure that your final wishes are carried out and that no burden is placed upon those you leave behind. There can be many legal hurdles to clear and one major mistake many people make is not seeking legal advice when preparing a will.  Although not required by law obtaining legal counsel when writing a will is highly recommended in order to avoid conflict and confusion among family after your passing.  Another key point many people often miss is the appointment of an executor who will ultimately make sure that the will is carried as you have directed. It is important that this person understand your wishes prior to your passing so that they are able to act as you order. Determining who gets what is the main purpose of a will but for DIY will writers take some time and review the lists below. These items should be placed somewhere within your will as additional directives.

General Information

Your name

Date and place of birth

Social Security Number

Parents, Siblings, Spouses, and Child(ren)’s names and birthplace

Military Service information

  • Service Number
  • Branch
  • Rank
  • Discharge Documents
  • Location of Military Documents

Life Highlights

  • Awards, Accolades, and Commendations
  • Education
  • Organizational Affiliations

Location of Important Information

  • Last Will and Testament
  • Birth Certificate
  • Marriage Certificate
  • Stock Certificates
  • Bond Certificates
  • Military Records
  • Passport
  • Citizenship Papers (if applicable)
  • Income Tax Information
  • Passwords/PIN Numbers
  • Safe Deposit Box Location(s) and Persons with access to it
  • Financial Information(including investments and retirement information)
  • Trust Fund Information
  • Insurance Documents (Especially Life Insurance)
  • Automobile Insurance Documents
  • Home Owners Insurance Documents
  • Mortgage Papers
  • Deed to House
  • Car Title or loans

Preferential Questions that Should Be Answered

What type of religious rites or fraternal ceremonies should be given?

What kind of burial do I want (i.e. earth, cremation, mausoleum). Has a plot already been purchased?

What cemetery (i.e. name and location)?

Even though a Last Will and Testament seems to be fairly simple, a lot of people forget about the smallest details that need to be added. E-mail us at info@beloda.com to receive our free Last Will and Testament e-guide.

the author

Adrian T. Marable has motivated and inspired many men and women to lean forward in their personal and career lives. He has a proven track record of creating the path of success for the "average Joe" which includes career, personal, educational, and spiritual satisfaction. Adrian's mission in life is to promote a successful mindset which leaves the individual with the mental tools to be successful.