To identify the testator, or the person creating the will, the following should be entered:

• Full name and address;
• Marital status; and
• Children’s names and their dates of birth.

The testator should nominate and appoint the following 4 positions:

1. Personal Representative (executor) – Handles and transfers the estate’s assets to the beneficiaries. Their position is appointed immediately after the principal’s death.

2. Digital Executor – Commonly the same person as the personal representative, is designated with managing the testator’s digital profiles (e.g., bank accounts, social media, etc.)

3. Guardian for Minor Children – If the testator is the parent of minor children or caregiver of grandchildren, a guardian can be appointed to provide care until they reach 18 years of age.

4. Guardian for Pets – If the testator has pets, a pet guardian can be appointed to provide care for the remainder of their lives.

Decide ‘who will get what’ regarding the testator’s assets (also known as the beneficiaries). Anyone receiving a portion of the estate should be informed to avoid future disagreements.

In 49 States, a will can be signed by two disinterested witnesses (Louisiana requires a notary public). However, it is recommended a will be notarized to have a 3rd party acknowledge that the testator was competent when signing the document.

A will is meant to be kept in a safe place with original copies provided to the beneficiaries and a family attorney. At the option of the testator, they may register the will with the probate court in their county (if applicable).