📖 Legal

Major checkpoints for a will

Key Questions to Consider in Your Estate Plan:

 

1. Does it have an executor?
2. Does it have a successor executor?
3. Has it divided all Physical Assets Specifically?
4. Has it divided all Real Estate by Metes & Bounds?
5. Has it covered if any or all of your Beneficiaries pass away
    before you “What will happen to Your Assets?
6. Does it cover what will happen to your Assets if any Beneficiary
    passes away after you but before receiving the Assets?
7. Does it have a ‘Survivorship Clause’?
8. Does it have a ‘Simultaneous Death Clause’?
9. Does it cover ‘Residual Assets’ Distribution?
10. Does it pass all your ‘Digital Assets’?
11. Does it have a ‘No Contest Clause’?
12. Is it updated in regards to ‘Changes in your Family’, ‘Change
      of Heart’, ‘Change of Assets

Also Read: What if I die without making a Will?

 

 

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