Why Willful Wills Don’t Include Contact Information for Key Roles
1. Public Domain: When your will goes through probate, it becomes public domain. It's best not to include their contact information in the will to protect your loved ones' privacy.
2. Changing Contact Information: People often change their addresses, phone numbers, etc., making it cumbersome to update the will frequently.
Communication is Key:
At Willful, we recommend letting your executor (or liquidator in Quebec) or a trusted family member know that you have created a will with Willful. Letting them know where and how to access it in an emergency is important. A significant part of having an estate plan is communicating with your loved ones about its existence, location, and who you have appointed.
Recommendations for Ensuring Key People Are Informed
1. Inform Key People: Tell your executor or a trusted loved one about your will and its location.
2. Create a Separate Contact List: Make a list that includes detailed information, such as contact details and relationships, and store it with your will. This list should not be part of the will itself.
3. Notify Key Appointees via Email: In your Willful account, you can notify your key appointees via email that they have been appointed.