Skip to Content

We are a Veteran Owned Business, providing 20% discounts for Veterans, First Responders, Elementary and High School teachers. Please contact us to set up a phone or Zoom meeting. Taking care of you and your family, It's What We Do!

A Checklist For Drafting a Will

Posted on Mon Jan 24, 2022, on Uncategorized

If the idea of preparing a will feels overwhelming, know that you are not alone. For many people, it is a daunting task to not only create a legal document, but have to think about a time when you are no longer here with those you cherish most. Writing a will is an important step in effectively protecting your legacy so that it is easily and quickly distributed to beneficiaries upon your passing. 

Writing a will doesn’t have to come along with a sense of dread. Here are tips that can make drafting a will that much less stressful: 

Wills aren’t only for the wealthy.

Opposite to what most people believe, you don’t have to be old in age or have an exorbitant amount of wealth in order to need a will. If any of these characteristics apply to you, then you can benefit from having a will: 

  • You own a house or other property
  • You have a career
  • You are older than 18 years 
  • You have investments or savings
  • You have dependents, children, or pets
  • You have sentimental items to pass on

Start by writing a list of assets.

Many people begin writing their will by drafting a list of their belongings, including tangible and intangible items. Once you have this list finished, you will be able to move onto the next step with a lawyer. Assets can include property, stocks, bonds, intellectual property, cash in savings/checking accounts, and valuables such as family heirlooms, art, jewelry, and more. 

Consider those closest to you. 

Another task you will have to complete is deciding who your beneficiaries are. Who is closest to you? And are there charitable organizations you have been a part of or want to contribute to? Beneficiaries can be family, friends, or charity. Think about who you’d want to have a piece of your legacy after passing on. As our will lawyer friends at W.B. Moore, Attorney at Law would agree with, it’s better to get started early on an estate plan, and then update it as time goes on and life events happen.

Peter KlenkPeter Klenk

What Our clients are saying

Klenk Law Logo

Maggie K

Peter Klenk is an extraordinary attorney with positive guidance and knowledge for all of your Trust and Estate needs. We have used him for over 20 years.

Klenk Law Logo


Like another reviewer, I contacted Peter through his website using the free consultation link, for a question regarding PA inheritance taxes. The question was quite technical and difficult to explain, and the answer was nowhere to be found on the web. Peter grasped precisely what I was asking, and provided a clear, helpful response (with a touch of humor) the very next day.

Klenk Law Logo

Stephen T.

Peter and his staff handled all of our needs in a very professional and timely matter.

Klenk Law Logo

Rocco D.

I have worked with Peter Klenk & his associates for some time now and I have found them to be ultra-qualified, knowledgeable and diligent about their work. I highly recommend them.

Klenk Law Logo

Darryl J.

Answered my question quickly and referred me to a colleague that could handle my problem

Let us put our expertise to work for you.

Free consultation within 24 hours.