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Starting Your Estate Plan

Learn how to begin the process of writing your Will and ensure you’re prepared with the right questions, documents, and intentions.

Why Getting Started Matters

Creating a Will doesn’t need to be complicated—but knowing where to begin can make all the difference. Many people delay making a Will simply because they aren’t sure what to include or how to start. Taking a few simple steps now can help you create a clear, legally sound document that reflects your values and intentions.

This section is designed to help you confidently take the first steps in the Will planning process. Whether you’re writing your Will for the first time or revisiting an older version, the key is knowing what to think about and how to organize your decisions.

Set Your Intentions Early

Before putting anything in writing, take time to reflect on what matters most to you. Who do you want to provide for? What belongings or assets should go to specific people? Are there causes or organizations you want to support? Starting with your intentions ensures your Will reflects not just legal structure—but your personal values and relationships.

A good Will does more than divide property. It communicates care, respect, and purpose. Getting started with the right mindset helps make the entire process smoother and more meaningful.

Why It’s Worth Preparing

By getting organized early in the process, you can:

  • Make thoughtful, intentional decisions

  • Avoid delays or legal complications later

  • Reduce stress or confusion for loved ones

  • Ensure nothing important is missed

  • Align your estate plans with your broader financial goals

Even a simple Will starts with clear thinking and proper preparation.

Foundations of Starting Your Estate Plan

These foundational topics walk you through the essential first steps in preparing your Will:

  • How to Start Writing Your Will: Learn the first actions to take, from identifying your goals to choosing your approach—DIY, online, or with a legal professional.
  • Will Preparation Checklist: Use a step-by-step checklist to gather key documents, clarify your wishes, and stay organized throughout the process.
  • Special Planning Questions: Consider unique situations like blended families, business ownership, or international property—and how they affect your Will.
  • Legacy and Charitable Gifts: Explore how to include donations or causes in your Will as part of your lasting legacy.
  • Glossary: An A–Z guide to essential Will and Estate terminology for informed financial strategies.