Prepare a Will

A will is a legal document that outlines how your assets should be distributed after your death. Preparing a will is crucial, especially as your circumstances change, such as marriage, divorce, or the birth of a child. When creating a will, it is also a great time to review your beneficiary designations on any retirement accounts, life insurance policies, and other asset to make sure everything is up to date.

FSBT and Valley Agencies can help you update your bank accounts, retirement accounts, and life insurance policies. If you would like to talk to an attorney about your will creation, we have a network of attorneys that we would be happy to refer you to.