My situation is similar. We own our home, local checking savings, and Fidelity accounts (Roth IRA, etc).
I bought Quicken Willmaker, approx $200. Easy enough.
Our kids inherit everything 50-50 when the 2nd of us passes on.
We had it witnessed and notarized at the local bank and gave a
copy to all parties named in the will. We also filed a Ladybird deed at the Sumter County courthouse in Bushnell.Did the medical directive too, included in the package.
Some people may get quesy with doing that, but I was pretty comfortable and confident, so I'm pleased with the result.
Last edited by JohnN; 03-26-2025 at 04:02 PM.
|