Step 1 – Name a testator
Download a Last Will template and at the beginning of the document specify a person who makes a will, namely a testator. The testator writes down their full name, city, county of residence. It is essential that they familiarize themselves with the section “Expenses and Taxes”.
Step 2 – Nominate an Executor
The testator chooses an executor, also known as Personal Representative, who will be responsible for the proper execution of a will. Hence, the grantor indicates the name of their executor, their address, county and state. If the testator wants to make sure that their will is still carried out well even when the chosen executor cannot or does not want to assume this role, they may select an alternate executor. In this case the full name, complete address, county and state of residence of the alternate representative must be submitted as well.
Step 3 – Choose Beneficiaries
The grantor provides information about their beneficiaries and the property which should be distributed to them. If the beneficiaries are more than three, a separate sheet of paper with other beneficiaries information should be added to the document. This page should contain the testator’s signature and the date. The information regarding each beneficiary must include the following: their full legal name, valid complete address, relationship to the declarant/testator, the last 4 digits of their SSN and the property that will be distributed to them after the testator’s death. Moreover, the declarant may additionally consider how the property should be divided if any beneficiary passes away before inheriting the property.
Step 4 – Binding Agreement
The testator must read all the document and verify all the information entered. Next, they type or write their name, the document’s date, their printed name and the signature’s date. The proper format of all the dates in the document is dd/mm/yyyy.
Step 5 – Witnesses and their signatures
It is mandatory that all signatories are present before any signature is added in the document. The delegated witnesses read the brief statement, sign the document and provide their full addresses.
Step 6 – Notarizing a Will
A notary public witnesses all signatures and completes the document.