Initial Consultation

• Discuss the client's wishes and objectives.

• Review current assets, liabilities, and family structure.

• Discuss potential beneficiaries and their needs.

• Address any specific concerns or unique circumstances.

Drafting the Will

• Introduction: Declare the document as the last will and testament and identify the testator.

• Revocation of Previous Wills: State that any prior wills are revoked.

• Appointment of Executor: Name the person or institution responsible for administering the estate.

• Distribution of Assets: Specify how assets will be distributed among beneficiaries.

• Guardianship: If applicable, name a guardian for minor children.

• Specific Bequests: Detail any specific gifts, such as jewelry, art, or real estate.

• Residual Estate: Designate the distribution of any remaining assets after specific bequests.

• Alternate Provisions: Address scenarios if primary beneficiaries predecease the testator.

• Signatures: The will must be signed by the testator and witnessed by at least two individuals.

Drafting the Codicil

• This package includes the drafting of one codicil.

• A codicil is a document that amends, rather than replaces, a previously executed will.

• Specify which provisions of the original will are being changed.

• Detail the new provisions.

• Like the original will, the codicil must be signed and witnessed.

Registering the Will

• We will handle the registration of the will, ensuring it's filed with the appropriate local court or governmental body.

• Ensure the will is stored in a safe and accessible place, such as a safe deposit box or with the attorney.

Review & Update

• Regularly review the will and codicil, especially after major life events like marriage, birth of a child, or acquisition of significant assets.

• If substantial changes are needed in the future, consider drafting a new will rather than adding multiple codicils.

Finalizing the Package

• Provide the client with copies of all documents.

• Offer guidance on informing executors and beneficiaries about their roles and the contents of the will.

• Discuss the importance of keeping the will updated and the process for making future changes.