We are excited to introduce our new Simple Will benefit in your CC 175 Legal Plan. Creating a will is now more straightforward, user-friendly, and still completely free.
Here’s what to expect:
Step-By Step Online Questionnaire
To create your will, the new online process will cover these key sections:
- Basics: General profile information, marital status, and address.
- Nominees: Immediate family setup, including designating guardians for minors and adding specific provisions or financial care for pets.
- Assets: An approximate estate valuation overview to ensure the plan fits the user’s financial landscape.
- Residuary: Selecting primary and secondary beneficiaries to inherit the estate, as well as optional charitable bequests.
- Gifts: Legally setting aside specific items, vehicles, or cash pots for specific individuals or organizations to inherit.
- Funeral Wishes: Outlining preferences for final arrangements and naming a funeral executor so family members aren’t left guessing.
- Provisions: Naming a formal executor for the will, selecting digital executors for online assets, and choosing whether to include legal safeguards like a “no-contest clause.”
How to Make It Legally Binding
After completing the form, it generates a state-specific document that must be finalized offline. Make sure you:
- Download & Print: Members download the completed PDF directly or have it emailed to them.
- Follow the Instructions: FreeWill prints a custom instruction cover sheet mapping out the user’s state-specific rules.
- Sign with Witnesses: Members must sign the physical copy in front of 2 or 3 witnesses, depending on state laws.
Will Add-Ons Are Included
A solid estate plan requires more than a will. After completing the questionnaire, you have the option to add three other essential legal forms:
- Advanced Healthcare Directive (Living Will): Appoints a medical proxy and details your end-of-life healthcare choices if you cannot speak for yourself.
- Durable Financial Power of Attorney: Designates a trusted person to manage bills, accounts, and financial choices if you become incapacitated.
- Beneficiary Designations: Walks members through organizing assets that standard wills don’t cover (such as 401(k)s, IRAs, and life insurance policies).
Get Started Today
Tap below if you’re ready to get your will created, or call our Member Helpline at 332-239-2667.
*For More Complex Estates: This service is optimized for standard simple estates. If you have a complex estate plan, a blended family structure, or require custom legal counsel, print out your “documented wishes” and speak to a Legal Plan lawyer for no cost.
