National Make-A-Will Month emphasizes estate planning

National Make-A-Will Month serves as a period for individuals and professionals to focus on estate planning and legacy protection.

For financial advisors, the month provides an opportunity to move beyond simple will inquiries and instead focus on comprehensive estate coordination. Effective planning requires ensuring that brokerage accounts, retirement accounts, life insurance, and beneficiary designations are consistent with legal documents to prevent implementation gaps during incapacity or death.

Charitable organizations, such as Catholic Charities of New York, also highlight the importance of legacy through the lens of community support and family values, encouraging individuals to use tools like FreeWill or MyCatholicWill to protect their loved ones.