There are usually eight steps to take (or at least consider) when you set up a will:
Decide what to include.
Decide who gets what.
Choose an executor.
Name guardians for your children.
Sign your will in front of witnesses and a notary.
Let everyone know beforehand (executor, guardians, beneficiaries).
Store your will in a legacy drawer (see the next FAQ).
Consider writing a letter of instruction with your will. It’s just an informal document where you can share personal instructions that aren’t included in your will. While it has no legal authority, it can make things easier on your family by spelling out your special wishes.