www.360financialliteracy.org


		Information You'll Need When Preparing a Will Information You'll Need When Preparing a Will Amounts of income and debt Sources of income and debt A list of important assets you own and their approximate value Legal agreements between you and your spouse (e.g., prenuptial, divorce, separation agreements) Any prior will and codicil Names and addresses of beneficiaries Names and addresses of proposed executor(s), guardian(s), and trustee(s)

The 360 Degrees of Financial Literacy Web site offers general information for managing personal finances and does not recommend specific financial actions. For financial advice tailored to your situation, please contact an expert such as a CPA or a personal financial advisor.