Quick Answer: The biggest will mistake is assuming the document controls everything. Coordination with trusts and beneficiary designations is essential.

Top 10 Will Mistakes (and How to Fix Them)

Common Pitfalls

  1. Not updating after marriage, divorce, or births.
  2. Naming an executor without considering their availability or skill.
  3. Failing to address digital assets and online accounts.
  4. Ignoring beneficiary designations on retirement and life insurance.
  5. Overly general gifts that create disputes.
  6. No contingent plan if a beneficiary predeceases you.
  7. Not considering tax consequences or creditor exposure.
  8. DIY wills that miss legal formalities.
  9. Inconsistent asset titling.
  10. No guidance for personal property or sentimental items.

How to Fix Them

Work with counsel to audit titles and designations, create a coordinated plan (often with a revocable trust), and update your will after major life changes. Keep an asset list and instructions for your executor.

Ready to update? Speak with Bullock Law Firm about your will & estate planning needs.

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