You are here: Home Planning Ahead Wills 101 How To Prepare To ... Summary
Information about all aspects of finances affected by a serious health condition. Includes income sources such as work, investments, and private and government disability programs, and expenses such as medical bills, and how to deal with financial problems.
Information about all aspects of health care from choosing a doctor and treatment, staying safe in a hospital, to end of life care. Includes how to obtain, choose and maximize health insurance policies.
Answers to your practical questions such as how to travel safely despite your health condition, how to avoid getting infected by a pet, and what to say or not say to an insurance company.

How To Prepare To Write A Will


Next »


Preparing to write a Will starts with three basics:

  • Gathering information about your assets 
  • Making decisions about the people or entities to whom you want to leave your assets
  • Identifying the person, people and/or entity to be in charge of making what you say in your Will happens. (This is known as administering your estate.)

As you think about what to do in your Will, standard advice for everyone is to write your Will as if you will die very soon.  Assuming you will die soon for these purposes has nothing to do with your actual health condition. Wills are written for the facts as they are today.  A Will can be updated as circumstances change.

For additional information, see the following.  If you are meeting with a lawyer, having this information ready will save you time and money. If you are writing a Will yourself, it will go much more smoothly.

NOTE: In this article, we refer to the person who will carry out the wishes contained in your Will as a personal representative/executor. We use this method to avoid confusion in case your state refers to the person as a "personal representative" or as an "executor."

To Learn More

Please share how this information is useful to you. 0 Comments


Post a Comment Have something to add to this topic? Contact Us.

Characters remaining:

  • Allowed markup: <a> <i> <b> <em> <u> <s> <strong> <code> <pre> <p>
    All other tags will be stripped.