February Is National Make a Will Month: How to Prepare and What to Bring to Your Appointment

February is National Make a Will Month, a timely reminder that creating or updating a will is one of the most important steps you can take to protect the people you love. While it can feel uncomfortable or easy to postpone, having a will in place brings clarity, peace of mind, and reassurance for both you and your family.

A will is not just a legal document. It is your voice, your plan, and your way of caring for loved ones when they need it most.

Why having a will matters

One of the most common misconceptions about wills is that they are only for older adults or people with significant assets. In reality, almost every adult can benefit from having a will, regardless of age or financial situation.

A properly prepared will allows you to:

• Decide how your assets are distributed
  
• Name an executor you trust
  
• Reduce confusion, delays, and conflict among family members
  
• Ensure your wishes are honored
  

Without a will, state law determines what happens next, which can lead to outcomes you never intended and added stress for your loved ones during an already difficult time.

How to prepare before making a will

You do not need to have everything perfectly figured out before your appointment, but spending a little time preparing can make the process smoother and more meaningful.

Start by thinking about the people in your life. Who depends on you? Who do you trust to carry out your wishes? If you have children, who would you want to care for them if you were no longer able to do so?

It is also helpful to think about your values and priorities. Some people want everything divided equally. Others have specific wishes tied to family circumstances, caregiving roles, or charitable goals. There is no single right approach, only what feels right for you.

What paperwork and information to bring to your appointment

Bringing the right information helps your attorney provide accurate guidance and ensures your plan reflects your full picture. Do not worry if something is missing. Your attorney can help you fill in the gaps.

Helpful checklist to bring with you:

• A valid photo ID
  
• A list of immediate family members and dependents
  
• Information about minor children or dependents with special needs
  
• Names and contact details for your chosen executor and backup executor
  
• Names of potential guardians for minor children
  
• A general list of assets, such as:
  
  • Real estate
    
  • Bank accounts
    
  • Retirement accounts
    
  • Life insurance policies
    
  • Business interests
    
• Copies of any existing estate planning documents, such as:
  
  • Prior wills
    
  • Trusts
    
  • Powers of attorney
    
  • Healthcare directives
    
• A list of questions or concerns you would like to discuss
  

You do not need exact dollar values for every asset. Approximate information is usually enough to begin the conversation.

What to expect during the appointment

Many people worry that a will appointment will feel intimidating or rushed. In reality, it is a guided conversation focused on understanding your goals and explaining your options.

Your attorney will ask questions, clarify choices, and explain how different decisions may affect your loved ones. This is your opportunity to ask questions and gain clarity. There is no pressure to rush or make decisions you are not comfortable with.

The importance of experienced guidance

Making a will is both a legal and emotional process. Working with an experienced attorney ensures your documents are valid, your wishes are clearly stated, and your plan accounts for future changes.

At Carr Law Group, families are guided through estate planning with patience, care, and a deep understanding of how these decisions affect real lives. The goal is not just to complete paperwork, but to create peace of mind and lasting protection.

A simple step that makes a lasting difference

National Make a Will Month is a reminder that planning ahead is an act of care. Taking the time to put your wishes in writing can spare your loved ones unnecessary stress and uncertainty later.

If you have been meaning to make a will, today is the perfect time to take that first step.