August is National Make-A-Will Month (A gentle Nudge to Get our Affairs in Order)

Each August, National Make-A-Will Month. Serves as a reminder of something many of us mean to do… but haven’t quite gotten around to.

According to a 2024 study by Caring.com, nearly two-thirds of U.S. adults don’t have a will or any form of estate plan in place. For many, it’s not due to a lack of concern; it’s often about not knowing where to start or feeling overwhelmed by the process. That’s exactly why National Make-A-Will Month exists: to raise awareness and encourage people to take that first step toward peace of mind.

But having a will can bring clarity, peace of mind, and protection for the people and causes that matter most.

Why This Month Exists

National Make-A-Will Month was created to help raise awareness and encourage people to take that first step. Whether you’re starting from scratch or updating existing documents, this month is a great prompt to pause and ask: Do my plans reflect my current wishes?

It’s not just about money or property. A will can also include instructions for the care of minor children, the distribution of sentimental items, or gifts to charities and organizations you support.

What a Will Typically Does

A last will and testament is a legal document that allows a person to communicate their wishes regarding the distribution of their assets and the care of any dependents after they pass. It can also name a personal representative (sometimes called an executor) to help carry out those wishes.

Because every person’s situation is unique, it’s important to work with a qualified attorney to determine what documents are right for you and how to make sure they’re legally valid in your state.

Where a Notary Fits In

While I don’t provide legal advice or prepare wills, I often support estate planning attorneys and their clients during the signing process. Certain estate documents may require witnesses or notarization as part of proper execution.

As a mobile notary, I travel to clients’ homes, attorney offices, or care facilities to help make the process smooth and convenient. I also assist with trust delivery packages, notarizations for powers of attorney, and in some cases, international document authentication (apostilles) when estate planning involves cross-border matters.

I’m here to support the process. While I don’t provide legal advice, I help ensure that documents are signed, sealed, and completed with care. As a notary, I verify the identity of each signer and serve as a safeguard against fraud and undue influence, especially important when working with elders or vulnerable individuals.

A Gentle Encouragement

If creating or updating a will has been sitting on your to-do list, consider this your friendly nudge. Taking this step doesn’t have to be overwhelming, and you don’t have to do it alone.

Reach out to a licensed estate planning attorney who can guide you through the process and help you create a plan that reflects your values and wishes.

And when it’s time to sign, I’ll be here to help.

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Disclaimer: I am not an attorney and do not provide legal advice. This article is for informational purposes only. Please consult a licensed estate planning attorney to determine the best course of action for your specific situation.

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