Will Drafting Workbook: Decisions, Drafting Preparation, and Storage

A practical will drafting practice is built through deliberate decisions, careful preparation, and clear storage. This hands-on workbook walks you through each with templates designed for real situations. By the end of this course you will have a decisions summary, a drafting preparation document for attorney consultation, a beneficiary alignment check, a storage plan, and a review schedule. What you will learn: - How to inventory assets and beneficiaries as the basis for the will - How to write a decisions summary covering major choices - How to choose executors including primary and successor - How to choose guardians for minor children - How to align beneficiary designations with the will - How to coordinate with an attorney for drafting - How to store the will and inform the right people The course is structured as a workbook. Each module provides templates and walks through examples. The course is informational and does not substitute for licensed legal advice. This course is written for adults who want to act on intent. By the end you will have replaced postponement with a documented framework ready for attorney work.