Last Will And Testament

TESTATOR DETAILS

LAST WILL AND TESTAMENT FORM

The testator is the person whose Last Will you're creating. When filling out the

questionnaire, you must keep in mind that you are providing the testator's

information and instructions.

First Name *

Last Name *

Email *

Phone *

MARITAL STATUS

If the testator is single, separated, divorced, or widowed, select Single you must also select single if they are currently dating and do not consider themselves to be in a common law relationship.
If they are Legally Married select Married
If they are sharing a life with a partner without being married, select Common Law. Not all states recognize common law relationships

What is the testator's marital status? *

If Married Who is your Spouse? *Legally Married*

If Married Who is your Partner? *Common Law Partner*

CHILDREN

You should only list stepchildren if they are legally adopted.

Does the testator have any children?

Yes you If you have Children

Child 1 Name

Is this child a dependent? Child 1

Child 2 Name

Is child 2 a dependent?

Child 3 Name

Is child 3 a dependent?

Child 4 Name

Is child 4 a dependent?

Child 5 Name

Is child 5 a dependent?

If Married

If the testator has children, they will receive the testator's spouse’s share. If one of the testator's children passes away before the testator, the child's share will go to their children (the testator's grandchildren). If the testator's child does not have any children, their share will be split equally between the testator's other surviving children.

Do you want your spouse to receive the assets of your estate EXCLUDING any specific gifts to others? You will be asked to list any specific gifts later.

Yes

If No First Beneficiary Details

Persons Name
City/Town
State
How much of the Estate to this beneficiary? Estate Share: ____ out of 100
Name of Charity/Organization:
Employer Identification Number:
City/Town: Of Charity or Organization
State: Of Charity or Organization
How much of the Estate to this beneficiary? Estate Share: _____ out of 100 Charity/Organization

*Insert only what applies to you*

Second Beneficiary Details

Person 2 Full Name
City/Town
State
How much of the Estate to this beneficiary? Estate Share: __ out of 100
Name of Charity/Organization:
Employer Identification Number:
City/Town:
State:
How much of the Estate to this beneficiary? Estate Share: ___ out of 100 Charity/Organization

Third Beneficiary Details

If Person Full Name:
City/Town:
State:
How much of the Estate to this beneficiary? Estate Share: _____ out of 100
If Charity or Organization Name of Charity/Organization:
Employer Identification Number:
City/Town:
State:
How much of the Estate to this beneficiary? Estate Share: ___ out of 100 *Charity/Organization

Fourth Beneficiary Details

If Person Full Name:
City/Town:
State:
How much of the Estate to this beneficiary? Estate Share: _____ out of 100
If Charity or Organization Name of Charity/Organization:
Employer Identification Number:
City/Town:
State:
How much of the Estate to this beneficiary? Estate Share: _____ out of 100 Charity/Organization

Fifth Beneficiary Details

If Person Full Name:
City/Town:
State:
How much of the Estate to this beneficiary? Estate Share: _____ out of 100
If Charity or Organization Name of Charity/Organization:
Employer Identification Number:
City/Town:
State:
How much of the Estate to this beneficiary? Estate Share: _____ out of 100 Charity/Organization

An alternate choice will receive the share if the first choice refuses or

passes away before the testator.

You can allot as many shares as you want for each recipient.

However, the total for all recipients must add up to 100 shares

IF NO LIVING BENEFICIARIES How will the estate be distributed if the testator's beneficiaries pass away first or no longer exist when the testator dies?

Divided equally among the testator's parents/siblings

Given to someone else

Who will receive the estate? Wipeout Beneficiary 1

Full Name: Person/Charity/Organization
City/Town:
State:
Employer Identification Number (EIN): If Charity/Organization

Wipeout Beneficiary 2

Full Name: Person/Charity/Organization
City/Town:
State:
Employer Identification Number (EIN): If Charity/Organization

Wipeout Beneficiary 3

Full Name: Person/Charity/Organization
City/Town:
State:
Employer Identification Number (EIN):If Charity/Organization

GIFTS

There are some restrictions on gifts. The testator cannot give away:

Their spouse's property
Proceeds from financial instruments that already have beneficiaries (such as
a life insurance or retirement fund)
Jointly held property where the other party automatically receives their
share upon the testator's death (e.g. property owned in joint tenancy)

Does the testator want to leave any specific gifts in the Will?

If Yes First Gift Recipient

Full Name: Person/Charity/Organization
City/Town:
State:
Employer Identification Number (EIN): If Charity/Organization
What will the First Gift Recipient receive?

Second Gift Recipient

Full Name: Person/Charity/Organization
City/Town:
State:
Employer Identification Number (EIN): If Charity/Organization
What will the Second Gift Recipient receive?

Third Gift Recipient

Full Name: Person/Charity/Organization
City/Town:
State:
Employer Identification Number (EIN): If Charity/Organization
What will the Third Gift Recipient receive?

Fourth Gift Recipient

Full Name: Person/Chairty/Organization
City/Town:
State:
Employer Identification Number (EIN): If Charity/Organization
What will the Fourth Gift Recipient receive?

Fifth Gift Recipient

Full Name: Person/Charity/Organization
City/Town:
State:
Employer Identification Number (EIN): If Charity/Organization
What will the Fifth Gift Recipient receive?

INHERITANCE DELAY

Minor beneficiaries include anyone who will inherit from the Will who has not

reached the age of majority when the testator passes away.

Does the testator want any minor beneficiaries to wait until a certain age before they receive their inheritance?

EXECUTOR DETAILS

The testator cannot choose a minor or a convicted felon. Some states also put restrictions on executors who live out of state.
Yes, the executor can be named a beneficiary and receive a portion, or all, of the estate. They can also be named as a gift recipient.
Yes, there can be two co-executors who will need to be able to cooperate in order to administer or manage the estate.
A co-executor is not the same as a backup executor.
A back up executor will take over the responsibility of managing the estate if the original executors are unable or unwilling to act as executors.
The testator can appoint a backup or alternate executor on the next page.

Who will manage the estate? First Executor

Full Name:
City/Town:
State:

Second Executor

Full Name:
City/Town:
State:

Third Executor

Full Name:
City/Town:
State:

BACKUP EXECUTOR

The alternate executor(s) will assume responsibility for administering the estate if the original executors are unable or unwilling to act as executors.

Yes, the alternate executor can also be a beneficiary and receive gifts in the Will.

Does the testator want to name an alternative choice in case their original executors are unavailable?

Back Up Executor

Full Name:
City/Town:
State:

PETS Does the testator have any pets?

Yes/No
Pet Name:
Pet Description:
Pet Fund: $
Do you have a pet caretaker? Yes/No
Pet Caretaker: Full Name:
City/Town:
State:

Pet 2 Details

Pet 2 Name:
Pet 2 Description:
Pet 2 Fund: $
Do you have a pet caretaker? Yes/No
Pet Caretaker: Full Name:
City/Town:
State:

Pet 3 Details:

Pet 3 Name:
Pet 3 Description:
Pet 3 Fund: $
Do you have a pet caretaker? Yes/No
Pet Caretaker: Full Name:
City/Town:
State:

Pet 4 Details

Pet 4 Name:
Pet 4 Description:
Pet 4 Fund: $
Do you have a pet caretaker? Yes/No
Pet Caretaker: Full Name:
City/Town:
State:

ADDITIONAL DETAILS

It is not a good idea to include funeral instructions in the Will because it is common for a Last Will to be consulted only after funeral arrangements have already been made. Also, funeral directions in the Will are not legally binding.

Does the testator want to include any additional instructions?

Additional Clauses

Additional Clause 1:
Additional Clause 2:
Additional Clause 3:
Additional Clause 4:
Additional Clause 5:

ADDITiONAL NOTES: Please write any additional notes or questions you may have that you want included or covered in your Last Will and Testament.

Signature: LAST WILL AND TESTAMENT FORM *

Clear

Date: LAST WILL AND TESTAMENT FORM *

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