How to Create a Will or a Trust Document

In many states, a self-drafted will or trust is just as legal as one drafted by a lawyer, though having a lawyer create one may be a better option.

 Read
Join Helpful now
Get more personalized support for free with Helpful.

Get insurance benefits, legal documents, and medical records in one place

Creating a POA

Helpful Highlights

How to create a will or trust

Your loved one can either use online sources to download or buy will and trust templates, or have them drafted by a lawyer.

Your loved one needs to determine which type of will or trust is required, either by searching online or discussing with a lawyer or other estate planning professional.

The most frequently searched and readily available types of wills and trusts are Last Will and Testament (Last Will or Will) and Simple Trust (Revocable Trust or Trust).

Note that while a will can be relatively straightforward and thereby easier to self-draft, a trust involves several steps beyond just the document creation, which can become complex and create more room for error.

Errors or missing elements can invalidate a trust or a will.

SELF-DRAFTED

If a template is downloaded or purchased, make sure it contains everything required by that state. Will and trust documents are very important, and your loved one should not assume that downloaded or purchased documents are correct in meeting all state requirements.

Procedures and laws vary based on your loved one's residence. In many states, however, as long as your loved one follows the state's requirements, any will or trust they create is legally valid.

For a will or a trust, it is often mandatory to get your loved one's signature notarized. In most cases, witness signatures must also be notarized. In addition, some legal provisos are not applicable across all states.

Note that some states still consider handwritten wills or trusts legally valid. These are termed "holographic". If this is an option in your loved one's state, understand that the documents must still meet all state requirements (including authenticity and legibility) to be considered legally valid.

LAWYER-DRAFTED

If your loved one wishes to start the will or trust process with a lawyer, they will need to locate an estate planning, family law, or elder care attorney in their state of residence (preferably in their local area) and request a consultation.

If the associated legal fees are more than your loved one can manage, there is the option of visiting a legal aid office. Alternatively, your loved one can go to the Legal Services Corporation website and communicate with a legal aide. Consultations are free for those who are eligible.

The most common self-drafting mistakes

WILLS

TRUSTS

Join Helpful now

RESOURCES

FindLaw

FreeWill

Legal Zoom - Trust

Legal Zoom - Will

National Council on Aging (NCOA)

Nerdwallet

No content in this app, regardless of date, should ever be used as a substitute for any direct legal advice you receive from your lawyer or other qualified legal professionals.

Get more support and guidance on insurance benefits, medical records and legal forms.

Helpful brings together your insurance benefits, legal documents, and medical records in one personalized place — so you always know what you have, and never have to search again.

banner

Navigate Healthcare with A Little Help from Helpful

Get more from your healthcare. Whether for you or your loved one, Helpful makes it easy to book with our in-network mental healthcare providers, book other doctor visits, manage insurance benefits, check prescriptions, and handle important forms.

  • Covered by Your Insurance

  • For You or For Caregivers

  • HIPAA Compliant, Data is Never Shared

hero-hand
sync 1

Healthcare Made Simple

sync 1

From syncing records to spotting drug interactions, Helpful does the heavy lifting, turning complex health info into clear tasks and showing you benefits you can actually use, giving you clarity and control over your care.

Get help with care

therapy

In-Network Mental Health

therapy

Our licensed therapists are here to support you and your loved ones through stress, burnout, and life’s hardest moments, with an inclusive, compassionate approach that works with most insurance plans.

Talk to a therapist

legal

Create Legal Documents

legal

Plan ahead by creating will, trusts, advance directives and more, that ensure your wishes are honored in the event you can’t speak for yourself -with Helpful guiding you every step of the way.

Get started with legal