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Personal Finance and Investing

captain queeg

(11,780 posts) Sun Jul 11, 2021, 10:51 PM Jul 2021

6

Has anyone used one of those online programs to prepare a will? [View all]

My wishes are pretty simple; leave everything to my son. I know my life insurance will go to him no matter what. I think that is true for my 401k but really ought to look into that. I rent, so don’t have to worry about real estate. I think I can go in and fill something out at my bank that would give him everything if I died. I haven’t done that yet. I don’t want to burden anyone else with my passing so I’ll keep enough money there that would cover any funeral expenses. I imagine it takes time to collect on a life insurance policy. Anyway it would be nice to get an official will prepared.

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Has anyone used one of those online programs to prepare a will? [View all] captain queeg Jul 2021 OP

I used an online app, although I need to get it witnessed and notarized. Hoyt Jul 2021 #1

I need to figure things out also Rorey Jul 2021 #2

There should be a company in your city/state that will execute a living trust,... brush Jul 2021 #3

You need to see if your state allows an online will. PoindexterOglethorpe Jul 2021 #4

I had a trust made by an attorney RazzleCat Jul 2021 #5

I've used Quicken WillMaker and was pleased with it csziggy Jul 2021 #6

Thanks for the info; elleng Jul 2021 #7

Check if you're in one of the few states with inheritance tax bucolic_frolic Jul 2021 #8

ToD is not only for bank accounts; elleng Jul 2021 #9

The terminology varies state to state bucolic_frolic Jul 2021 #10

A plain old taxable investment account in Florida can have a "Transfer On Death" provision. A HERETIC I AM Jul 2021 #11

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