Will Packages
Why have a Will?
A Will is a practical way to put important wishes in writing, so the people you care about have a clearer point of reference when it is needed.
Putting wishes in writing
A clear place to record what matters to you.
A Will can allow a person to put their wishes in writing about who should receive their property and who should handle their estate after death. Without a Will, Oklahoma's intestate succession laws determine how property is distributed, which may not be what that person would have chosen.
A Will is not only about possessions. Depending on the wishes and information provided, it may address who should receive property, who should be responsible for administering an estate, how certain belongings may be distributed, and whether alternate beneficiaries or other backup choices should be named.
For parents of young children
Guardianship is an especially important reason to have a Will.
Parents of minor children can use a Will to nominate the person or people they would want to serve as guardian if both parents are unable to care for their children. For many parents, that is one of the most important decisions to put in writing.
Naming a guardian does not mean a parent expects something to happen. It is simply a way to record their wishes and give the court important guidance if the need ever arises.
People and property
Thoughtful choices can make a future task clearer.
It can help to think carefully about who you would want to benefit from your estate and whether to name backup beneficiaries in case someone named in your Will dies before you.
Someone also needs to be responsible for handling the estate after death. The person named as executor or personal representative is usually someone the individual trusts and believes is reasonably capable of handling that responsibility.
A person's overall plan may also involve beneficiary designations on accounts, insurance policies, retirement accounts, or other assets. A Will is important, but it is not necessarily the only document or designation that matters.
Your Will Package
What Peace Of Mind Estate Documents prepares.
Individual Will Package, $149
Includes one Last Will & Testament, prepared from the information and wishes you provide.
Married Couple Will Package, $249
Includes two individual Last Wills & Testaments, one for each spouse, prepared from the information and wishes each person provides.
What you receive
Completed documents, with clear signing information.
Each package includes written signing and execution instructions explaining how the Will should be properly signed and witnessed. You will also receive information about witnesses and notarization so you understand what is required when executing the Will.
At the end of the process, you receive your completed Will document or documents and the accompanying signing and execution instructions. Peace Of Mind Estate Documents prepares documents based on the information you provide. We do not provide legal advice or legal representation.
A few things people often do not realize
A Will is important, but it is not a one-time answer to every question.
- A Will does not automatically avoid probate.
- Without a Will, Oklahoma law provides rules for how certain property may be distributed, and those rules may not reflect your wishes.
- Joint ownership and beneficiary designations can affect how certain assets pass.
- A Will should be reviewed when major life circumstances change.
- A Will is not necessarily a one-and-done forever document.
When to review
Life changes are a useful prompt to look again.
- Marriage or divorce.
- Birth or adoption of a child.
- Death of a beneficiary or a person named to serve in an important role.
- A major change in financial circumstances.
- Acquiring or selling significant property.
- Moving to another state.
- Changes in relationships or family circumstances.
Before you get started
You do not need to have every detail settled before you call.
A few simple notes can make the process feel more manageable. You may want to gather what you have available, then organize the rest as you go.
- Names and basic information for beneficiaries.
- Names of people you are considering for executor or personal representative.
- Names of potential guardians for minor children.
- Information about children and other intended beneficiaries.
- General information about significant property and assets.
- Any existing estate documents you may want to replace or update.
A clear service boundary
Document preparation when your wishes are straightforward.
Many individuals and families have relatively straightforward wishes and are looking for help getting their documents organized. Peace Of Mind Estate Documents prepares Wills from the information and wishes you provide.
More complicated family, financial, tax, business, or property situations may require advice from a licensed attorney. We are a document preparation service, not a law firm, and do not provide legal advice or legal representation.
There is no perfect time
“I'll get around to it someday” is a common thought.
Estate documents are not only for wealthy people or older people. They are simply a way to put important decisions in writing before they are needed. Starting with a conversation can make the next step feel smaller and more manageable.
Frequently asked questions
Why have a Will?
A Will is a way to put important wishes in writing, including who you would want to receive property and who you would want to handle your estate after death. Without a Will, Oklahoma law provides rules for how certain property may be distributed, and those rules may not reflect your wishes.
Can a Will name a guardian for minor children?
Parents of minor children can use a Will to nominate the person or people they would want to serve as guardian if both parents are unable to care for their children. A nomination does not mean a parent expects something to happen. It gives the court important written guidance if that need ever arises.
Does a Will automatically avoid probate?
No. A Will does not automatically avoid probate, and it does not necessarily control every asset. Joint ownership and beneficiary designations can affect how certain assets pass.
Can Peace Of Mind Estate Documents advise me about my Will?
No. Peace Of Mind Estate Documents prepares documents from the information and wishes you provide. We do not provide legal advice or legal representation. An attorney can advise you about what documents or decisions are appropriate for your situation.
Start with a conversation
Questions about whether a Will is right for you?
Call for a free phone conversation.