What should I keep in my Will Journal

A will journal, also known as an ethical will, is a personal document that outlines your wishes for after you pass away. It can include anything from funeral arrangements to personal messages and is a great way to leave a lasting legacy for your loved ones. But what should you include in your will journal? Here are some prompts to help you get started:

  1. Funeral Arrangements In your will journal, you may want to include your wishes for your funeral arrangements. You may want to specify whether you prefer a traditional burial or cremation, or a unique alternative such as a natural burial or a green funeral. You can also mention any specific requests you may have, such as a particular location or type of ceremony, any preferred music or readings, and even what you would like to wear. Some people even go as far as specifying what flowers they would like or which charities they would like donations to go to.
  2. Asset Distribution Another crucial aspect to document in your will journal is the distribution of assets. This may include property, investments, savings, and other valuables. You can specify how you would like these assets to be distributed among your heirs or beneficiaries, and if you have any specific bequests or conditions, you can mention them in the journal. You may want to consult with an estate planning attorney to ensure that your wishes are legally valid and to avoid any future disputes or complications.
  3. Personal Messages A will journal is not just a legal document, but it can also be a personal one. You can use it to leave personal messages to your loved ones, expressing your thoughts, feelings, and hopes for them. These messages can provide comfort and closure to those left behind and can be a way to leave a lasting legacy. You may want to include family stories, anecdotes, or memories, or share your personal values, beliefs, and life lessons.
  4. Passwords and Access Information In today’s digital age, it’s essential to keep passwords and access information in a safe and secure place, and your will journal can be the perfect location. You can document passwords for email accounts, social media, online banking, and other important online accounts. By doing so, you can make it easier for your executor or loved ones to access your accounts and ensure that your digital legacy is managed in the way you want it to be.
  5. Important Documents In addition to passwords and access information, your will journal can also include information about where your important documents are kept. These may include your will, insurance policies, bank statements, investment records, and tax returns. You can specify where these documents are kept and provide access information to help your executor or loved ones locate them quickly and easily.
  6. Contacts It is also a good idea to keep a list of contacts in your will journal, including the name and contact information of your executor, attorney, financial advisor, and other trusted individuals. By doing so, your loved ones will have a reference point in case they need to seek advice or assistance in managing your affairs.
  7. Other Wishes and Requests Finally, your will journal can include any other wishes or requests that you may have. This may include your preferences for the care of your pets or the disposition of sentimental items such as family heirlooms. It may also include any other final wishes you may have, such as charitable donations or community service activities in your name.

In conclusion, a will journal is a valuable document to have, and it can help ensure that your wishes are carried out after you pass away. By including details about funeral arrangements, asset distribution, personal messages, access information, important documents, contacts, and other wishes and requests, you can make it easier for your loved ones to manage your affairs and preserve your legacy. While a will journal is not a legally binding document, it can give your family an idea of your wishes and direction for carrying them out.

Thomas

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