Sunday, February 8, 2026

OneThing #5 - Rough Drafts of Estate Documents

Making wills has been on my list for almost twenty years! I got a wonderful book from the library about a decade ago - Quicken's WillMaker - and made a will for myself. But I feel as though this is something Louie and I need to talk about and decide on together. We said we would do it by Thanksgiving 2025, but had attended a session on wills vs. trusts and weren't sure which route was a better choice for us. After meeting with a legal guy (free advice), and some conversations with others, we have decided to make wills rather than create a trust.


But that's where we stopped. I brought various papers and a book with me to help with the process (up at the lake) to finally draft our wills. I already have a health care directive, but Louie does not. When I tried to get him to have a conversation about this, we had some words. I finally said that this is very important to me and I can go ahead with my own will and my own health care directive (which is already done, but I can review and revise it, then make sure Alex has a copy as well as my doctor's office). 


He conceded that if we were to die together in a car accident, we would leave a terrible mess for our kids and the state of Minnesota would get to decide how to disburse our assets. Theoretically, we will select a DIY option this upcoming Thursday and proceed with creating our wills. Once we have the documents, we will get them notarized and give copies to relevant people. 


I'm going to call this OneThing done-ish. 

 

Technically, I have my rough draft will (from more than a decade ago) and my HCD. 

 

Sigh. This has been a tough one for me to make progress on . . .  

 

This book is one that I've had for a long time but have not read completely or recently. Might be time to put it on top of the reading list.

And pray that we have a successful conversation on Thursday!

No comments: