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WHAT TO
CONSIDER WHEN
PREPARING A WILL
1 TAKE A
LOOK AT
YOUR
ASSETS.
Assets to Consider:
Money
Property
Bank Accounts
Furniture
Jewelry
Other Items of
Sentimental Value
2 CHOOSE A
GUARDIAN
FOR YOUR
CHILDREN
If your children are
under the age of 18,
a guardian needs to
be appointed. If a
guardian is not
chosen, the court
steps in and makes
the decision.
Candidate Considerations:
 Family values
 Relationship with your
child
 Financial status
 Parenting
 Level of responsibility
3 SELECT AN
EXECUTER
Executer: The person that
will carry out your will and
handle all of your business
and financial matters after
your death.
Who Can Be an Executer?
 Relatives
 Estate Attorneys
 Catanese and Wells
*More than one executer is usually chosen
4 DO YOU
WANT A
TRUST?
Trust: a legal arrangement
where assets are held and
managed by the trustees on
behalf of the beneficiaries
until they reach a certain
age.
VISIT OUR
WEBSITE FOR
MORE
INFORMATION

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What to Consider When Preparing a Will