Six Steps to an Effective Will

Creating or updating a will is one of the most important steps in ensuring your wishes are carried out and your loved ones are cared for. This e-booklet walks through six essential steps to building a strong estate plan—from defining your personal goals and taking inventory of your assets to working with an attorney and keeping your plan up to date.

Along the way, it highlights how thoughtful planning can help avoid unintended outcomes, reduce potential complications, and create opportunities to support the people and causes that matter most to you. Whether you’re starting from scratch or revisiting an existing plan, this guide provides a clear, practical framework to help you move forward with confidence.