An Atlanta Wills Lawyer's Checklist for a Georgia Will

wills and trusts

When it comes to creating your Last Will and Testament in Georgia, it is helpful to remember these points:

• Put it in writing.
• State it is your will.
• State whether prior wills and codicils are revoked.
• Name your legal heirs or say you have none. (A Georgia wills and trusts attorney can make sure you have included the right persons.)
• State that you want your estate to pay for your funeral and burial expenses; describe them.
• Name who is to be the representative of your estate (personal representative or executor).
• Name back-up representatives.
• State if your representative and back-up representative are free from bond, appraisals, inventories, returns.
• Name who is to be the guardian of your minor children if you and your spouse both die.
• Name back-up guardians.
• Name a trustee for your minor children if you and your spouse both die.
• Name back-up trustees.
• Set out the compensation and powers of your representative, children’s guardian, and trustee.
• State to whom you give your property; provide for a residuary clause.
• Clarify ownership of accounts with more than one name on them.
• If you divide your property among heirs, have you considered the effect of an outstanding mortgage on the person who receives that particular piece?
• If your estate is to pay all your “just debts”, do you want mortgages excepted?
• Is there a possible federal tax liability? Ask your Georgia wills attorney about testamentary trusts and gifts to legal charities.
• Ask your attorney if you need an “in terroremclause if you are concerned someone will contest the will.
• Sign in front of two witnesses at your Georgia estate planning attorney’s office. If the witnesses are needed, the attorney is best able to find them. To make things even easier when the time comes, you and the witnesses can sign a self-proving certificate in front of a notary to save the witnesses from having to come in if the will is uncontested. Ask the attorney about a codicil (amendment) to make changes in a will, to save having to redo the will.