All the signing and stamping have been done, and B. and I have officially created our wills. It's a rather complicated procedure; we're establishing a living trust and putting some of our assets into it, with the trust as the sole heir of each of us. Then, after we're both deceased, come the bequests and the distribution of the residue of the estate. This, our financial advisor explained, will simplify matters and avoid probate. I won't live to see it, of course, but I hope it works out that way.
After getting the documents drafted, for which we employed an online legal service, we needed witnesses - for which we asked the nearest nephew & his wife - and a notary. Then we needed the relevant assets transferred to the trust, which meant visits to brokers and a lot of paperwork which isn't complete yet.
Our medical provider had already nudged us into filling out advance directives using their forms (a lot better drafted than the ones the legal service provided), and we're keeping those with the same documents.
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