This software has the flexibility to let
you quickly create the Will you want.
Ensure that the details of all
beneficiaries are filled correctly and completely.
When describing the specific gifts, try
to be as detailed as possible. For instance, include serial or
registration numbers in addition to labels, colors, etc.
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Your Information(the testator or testatrix)
Your Name:
Your City/Town:
Your State:
Your Gender:
Do you have a spouse?
Yes
No
Your Spouse's Information(the testator or testatrix)
Name:
Relationship to You:
Only the following states recognize some form of common law marriage: Alabama, Colorado, District of Columbia, Georgia (if valid before January 1, 1997), Idaho (if valid before January 1, 1996), Iowa, Kansas, Montana, New Hampshire, Ohio (if valid before October 10, 1991), Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas, Utah. Please ensure that you are considered married based on the laws of your state.
Spouse to be executor of the Last Will?
Yes
No
The executor is your chosen personal representative for the administration of your estate. A spouse is a good choice for executor as long as your spouse would be able to deal with the administration of your estate.
Personal Representative/Executor
(the person you choose to administer your estate)
Name:
City/Town:
State:
Gender:
Number of Executors:
One
Two
One executor is normally sufficient. If you have two executors, they must be able to AGREE on each decision to be made.
Second Executor
Name:
City/Town:
State:
Gender:
Do you want to choose an alternate executor ? (recommended)
Yes
No
Alternate Personal Representative/Executor
Name:
City/Town:
State:
Gender:
Number of Executors:
One
Two
Second Alternate Executor
Name:
City/Town:
State:
Gender:
Children
Number of your children:
List all children from any relationship, born to you or adopted by you. (Note: Do not list stepchildren unless you have adopted them. If you want to leave something to a stepchild, you can do that in the "Specific Gifts" or "Residue of Estate" sections.)
Note: You must list all children. Any child not specifically named in your Will may have the right to claim against your Will as if no Will had been created.
Are any of your children minors?
Yes
No
Do you want more options for the care of minor children’s property
Age that a child or grandchild is to receive anything in Will:
(if applicable)
If you would like to specify more detailed property management instructions for your minor children, the following options are available:
UTMA Under the Uniform Transfers to Minors Act (accepted in all states except Vermont and South Carolina) you may name a custodian to manage any property that comes to your minor children through your Will. A UTMA custodian has more flexibility on spending decisions than a guardian, and less court supervision than a guardian or a trustee.
Testamentary Trust If there is a chance that substantial property will pass to a minor child (or children) under your Will, and you want this property managed on the child's behalf beyond the age of majority, you will need to create a testamentary trust and appoint a trustee. A trustee has to do more paperwork than a UTMA custodian. There are more accounting requirements, and an income tax return must be filed annually for the trust.
People usually choose the same person for custodian or trustee as they chose for guardian, but you can choose a different person if you want.
Guardian
The guardian is the person with the authority and responsibility to take care of your minor child(ren). You can choose one guardian for all your children, or different guardians.
Number of Guardians Needed:
Grandchildren
Number of your grandchildren:
Note: You may want to list all of your grandchildren. Depending on your state law, a grandchild not specifically named in your Will may have the right to claim against your Will as if no Will had been created. If you have no grandchildren or do not wish to name any just leave the number at zero.
Type in the full names of your grandchildren:
Specific Gifts
Number of specific gifts of items:
Use this section if you want to give certain people specific things. Make sure you describe the gift well enough that anyone reading your Will would recognize what you mean.
Residue of Estate
The "residue" of your estate is everything that is left over after your debts are paid and the specific gifts have been given.
What do you want to happen to the residue of your estate?
All to my children, in equal proportions.
Divide among beneficiaries I name according to percentages I choose.
Beneficiaries
Number of Beneficiaries:
The total percentages must add up to 100%.
Additional Clauses
How Many Additional Clauses do you want to create?
Date
Last Will to be signed?
Today
This Month
Unsure
Location where document will be executed (signed)
City :
Town/State :
XthX Child
Name :
(Their legal first and last name, and middle name if required to identify)
Address:
e.g. "Dallas, Texas" or "Halifax, Nova Scotia" (street number not necessary)
What kind of property management do you want for this child?
Nothing special. I want this child's finances to be managed by the guardian I have named until the child reaches the age of majority.
I want to name a UTMA custodian, who will manage any property this child may inherit until the child reaches adulthood.
I want to create a testamentary trust for this child, and appoint a trustee to manage whatever property the child may inherit until the child reaches an age specified by me.
Property (if any) will be managed until child turns 21.
Child's Social Security #:
Custodian For Child
Name:
City/Town:
State:
Please name a successor custodian to cover the possibility that your first choice for UTMA custodian will not be available when the time comes.
Successor Custodian For Child
Name:
City/Town:
State:
Age (from 18 to 35) when child will receive property:
Trustee For Child
Name:
City/Town:
State:
Please name a successor trustee to cover the possibility that your first choice for trustee will not be available when the time comes.
Successor Trustee For Child
Name:
City/Town:
State:
Guardian # XX
Name:
City/Town:
State:
Guardian for:
(E.g., Sally Smith, Billy Smith and John Smith)
Do you want to choose an alternate executor ?
Yes
No
Alternate Guardian # XX
Name:
City/Town:
State:
XX. Name:
XthX Gift
Gift Description:
Name of Beneficiary:
Beneficiary's Gender:
Beneficiary Address:
Do you wish to name an alternate beneficiary for this gift?
Yes
No
Alternate's Name:
Address:
First Beneficiary of Estate Residue
Name of Beneficiary:
Address of Beneficiary:
Who will get this portion of your estate if the beneficiary is not alive at the time of your death?
Someone else I name
Do not specify
Name:
Address:
XthX Beneficiary of Estate Residue
Name of Beneficiary:
Address of Beneficiary:
Percentage of Residue
of Estate:
%
Who will get this portion of your estate if the beneficiary is not alive at the time of your death?
