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Trustee
Your spouse cannot be the Trustee of a trust she or he is the Beneficiary. Normally trusts only have one trustee, but if you choose you can name co-trustees.
Trustee(s)
Name an Executor
Executor(s)
Examples: Spouse, Brother, Sister, Cousin, Friend, Son, Daughter, Niece, Nephew, Partner, Attorney
Leave blank if you do not want to name an alternate Executor
Examples: Spouse, Brother, Sister, Cousin, Friend, Son, Daughter, Niece, Nephew, Partner, Attorney
Children
Informatiom about each child.
If unsure of the date, use the year born.
This is used, in case you want to allow for the Child's children to inherit in place of the Child.
This is to specifically exclude a child from the will, so that they will inherit nothing.
Children Guardian(s)
Leave blank if you do not want to name an alternate
Pet Care
Specific Gift(s) of Cash or Item(s)
If the amount is to come from a specific account such as an IRA type: $700 from IRA For items identify them such as 1988 Ford Fiesta
Residue of Estate
A wipe-out clause is used if no-one named in your will survives you, such as plane crash where you, your wife and children all die .
Residue Beneficiaries
Alternate Residue Beneficiaries
Wipe-Out Clause Beneficiaries
A wipe-out clause beneficiary is normally a Charity to keep your estate going to the government in case your named beneficiaries predecease you.
Disposition of your Remains - Burial Requests
Options
Are you interested in a Power of Attorney, Living Will [Do Not Resuscitate Order] or Durable Healthcare Proxy [allows a person to make decisions concerning your healthcare if you cannot]? *
