testamentary will step 4

By this stage you should have all the pertinent information for the final step, Step 4 encompasses all the other information and responsibilities that is necessary to ensure all your wishes are accurately recorded for purposes of preparing your last will and testament: 

• Are you the executor/trustee of anyone’s Will? For whom? 
• Do you hold any Power of Attorney or Appointment? For whom? 
• Names and addresses of financial or personal/business advisors. 
• Names and addresses of your lawyer(s). 
• Where do you want to leave the original copy of your Will? (Safety deposit box, or with your lawyer? 
• Have you had a previous Will? When was it signed, located and when was it last reviewed? 
• Does your spouse have a Will? When was it signed, where is it located and when was it last reviewed? 
• Were both Wills (of you and your spouse) reviewed in conjunction with each other? 
• Have you had both Wills (if applicable) recently reviewed by your lawyer? 
• Have you discussed your Will with a financial planner to make sure you have taken advantage of all the estate planning strategies available? 
• Do you or your spouse wish to change any provisions in your Wills? 
• Have you considered being an organ donor on your death, and have you discussed this with your spouse? Have you completed the appropriate forms? 
• Have you considered giving an enduring Power of Attorney to someone over your affairs in certain situations (Financial or health related)? 
• Details on burial wishes and funeral service instructions. 
• Historical information for obituary purposes. 
• Names and addresses of family, relatives, and friends for notification purposes