Wills and Estates
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This is not a substitute for legal advice. An attorney
must be consulted. To find an attorney in your area,
please CLICK
HERE.
Sample Single Trust Will
SAMPLE FORM
LAST WILL AND TESTAMENT
OF
Norman C. Burkhalter1
I, Norman C. Burkhalter2,
of Monroe3
(address),
Wisconsin4
(state), being of sound mind and disposing memory, do make,
publish and declare this to be my Last Will and Testament,
hereby revoking any and all Wills and Codicils thereto by me at
any time heretofore made.
ARTICLE I
The executor of my estate shall pay all
funeral expenses, costs of administration and other proper
charges against my estate. My executor shall pay from the
residue of my estate all estate and inheritance taxes assessed
by reason of my death. I waive for my estate all rights of
reimbursement for any payments made pursuant to this Article.
Interest and penalties concerning any tax shall be paid in the
same manner as the tax.
ARTICLE II
Provided my wife, Elizabeth5,
survives me by thirty (30) days, I give, devise and bequeath
unto my spouse all of my estate in whatever nature and form. I
further direct that if my wife,
Elizabeth5,
does not survive me by thirty (30) days, my property shall be
distributed in conjunction with the following terms of this
Will.
ARTICLE III
In the event my wife, Elizabeth5,
does not survive me by thirty (30) days, the provision of the
preceding paragraph shall be of no force or effect. In such
event, my children, Robert Burkhalter6,
Dorothy Burkhalter6
and Ethel Burkhalter6,
and any children born to Elizabeth7
(spouse’s name) and me after the making
of this Will, shall inherit my entire estate in conjunction with
the following terms. I, therefore, give, devise and bequeath the
entire amount of my adjusted gross estate to said children or
their children per stirpes, should my children not survive me.
Unless specified herein, my children shall receive an equal
share of my estate. If any or all of my children are not
surviving at the time of my death, their children shall receive
their respective share. In the event any of my children are
deceased and leave no children or descendants surviving them at
the time of my death, I direct my entire estate go to my
surviving children or, should any of my other children not
survive me, to those children’s children or descendants.
ARTICLE IV
In the event my children, or any one of them, has not reached
the age of twenty-five (25) years, a trust shall be established
under the terms of this Will and said trust shall be called
“Children of Norman Burkhalter8
and Elizabeth Burkhalter9
Trust.”
Said trust shall be administered
as follows:
A. Appointment of trustee and guardian:
I appoint Rose Bickford10
and Edmund Snell11
of Monroe12
(city), Wisconsin13
(state), as guardians over my children,
in accordance with the terms of this Will. However, if
Robert Burkhalter14,
Dorothy Burkhalter14
and Ethel Burkhalter14
(name of children) are not minors at the time of my death, no
guardians shall be appointed. Guardians shall be appointed for
any child of mine under eighteen (18) years of age. I appoint
First Trust15
(banking institute), of Monroe,
Wisconsin18
(address) as trustee, in accordance with the terms of this Will.
B. Administration of the establishment of the trust account:
1)
The trustee shall assemble all assets of my estate, including
all insurance proceeds, in accordance with the foregoing, and
any social security benefits payable upon my death, and maintain
all such assets in an account with a bank chosen by the trustee.
2)
The said account shall be in the name of the “Children of
Norman Burkhalter17
and Elizabeth Burkhalter17
Trust” with the name of the trustee appearing thereon.
3) That the said
bank account shall be maintained with reputable banks,
investment firms and saving associations which will agree to pay
a maximum of interest on the principal of said account.
However, the trustee may invest the corpus of said account at a
greater percent per annum as the trustee shall decide through
its good judgment. The funds of the trust shall be divided in
various certificates, bonds, treasury bills and other forms of
investment, which are considered safe and wise as investments.
4)
The trustee shall maintain a ledger of said
account and shall accordingly record all deposits, withdrawals
and income earned.
5)
The trustee shall have the power to effectuate a withdrawal
from the account for the benefit of the children in accordance
with the provisions herein.
6) Trustee may receive from corpus of
the trust account payment for expenses incurred, such as
telephone calls, mileage and other administration expenses.
7)
The trustee may receive from the corpus of the trust account
payment for actual expenses incurred, such as telephone calls,
mileage and other expenses of administration.
8)
The trustee and guardians may each year
receive, as just and fair compensation for their administration,
proper fees not to exceed two percent(2%) per annum of the total
corpus. The trustee and guardians may waive the provisions of
this paragraph if they so desire.
9) The family home at
4499 Westview Dr.18
(address),
Monroe19
(city), Wisconsin20
(state), shall maintain
through the action of the trustee, providing that the trustee
provides my children, Robert21,
Dorothy21
and Ethel21
and any other children born to Norman
Burkhalter22
and Elizabeth Burkhalter22
after the making of this Will, the opportunity to purchase such
residence if said child is eighteen(18) years of age or older.
The residence shall be sold for the fair market value. It
shall be the duty of the trustee to maintain said residence for
the period of time during which the option to purchase remains
open to said children. If said residence is sold, the proceeds
there from, after payment of existing mortgage, shall become a
part of the corpus invested in accordance with the preceding.
10)
The trustee shall treat the family
automobile(s) and all household furnishings and personal items
remaining at my death in a like manner. However, my children,
Robert23,
Dorothy23
and Ethel23
and any other children born to Norman
Burkhalter24
and Elizabeth Burkhalter24
after the making of this Will, shall have the opportunity to
select any family heirlooms and personal belongings, including
furniture and other family items, to be distributed and kept by
themselves. The sale of the automobile(s) shall be left to the
discretion of the trustee and should be sold for fair market
furnishings. The proceeds, from sale of personal items, shall
become a part of the trust corpus.
11)
The guardians, with financial assistance from this trust as
approved by the trustee in its discretion, shall assure the
proper education of my children, Robert25,
Dorothy25
and Ethel25
and any other children born to Norman
Burkhalter26
and Elizabeth Burkhalter26
after the making of this Will. Proper
education shall include the opportunity of college and
post-graduate work if desired. The guardians, with financial
assistance from this trust as approved by the trustee in its
discretion, shall assure the proper wearing apparel, medical
care, dental care, and all other necessities, which may arise
from time to time.
12)
The trustee and guardians shall see to the needs of my children
until the youngest child reaches the age of twenty-five (25)
years, at which time each child shall be entitled to his or her
share of my estate. At all times my children shall be treated
equally under the terms of this Will unless a specific bequest
has been made to them, in which case that child shall receive
the specific bequest.
C. Distribution of the Corpus:
1) The trustee shall distribute the
reasonable amounts from the corpus for the care of my children,
Robert27,
Dorothy27
and Ethel27,
and any other children born to Norman
Burkhalter28
and Elizabeth Burkhalter28
after the making of this Will, in accordance with the needs of
each child and the costs of their maintenance, in conjunction
with the foregoing and the following provisions:
a) The trustee must pay all reasonable
expenses of Robert29,
Dorothy29
and Ethel29,
and any other children born to Norman
Burkhalter30
and Elizabeth Burkhalter30
after the
making of this Will.
b) The trustee shall pay all medical
and dental expenses of Robert31,
Dorothy31
and Ethel31,
and any other children born to Norman
Burkhalter30
and Elizabeth Burkhalter30
after the making of this Will, during
the period of this trust, from the trust corpus.
c) The trustee shall maintain medical
and hospital insurance on said children during the period of
this trust and from the trust corpus.
d) The trustee shall provide, from the
trust, the amount for the children’s college expenses, including
tuition, books, room, board and clothing. My children,
Robert33,
Dorothy33
and Ethel33,
and any other children born to Norman
Burkhalter34
and Elizabeth Burkhalter34
after the making of this Will, must actually attend an
accredited college or university to receive these benefits.
D. Special Bequests.
1)
Any other family heirlooms, furnishings or
personal items shall be divided equally between my children as
they shall agree between them.
2)
In the event children other than Robert35,
Dorothy35 and
Ethel35 are
born to Norman Burkhalter36
and Elizabeth Burkhalter36
after the making of this Will, then the child or children shall
participate equally in the distribution of the foregoing items
with Robert37,
Dorothy37 and
Ethel37.
ARTICLE V
The trustee shall distribute to or for the benefit of the
beneficiaries the residuary trust, part or all of the following
portions remaining in the corpus and undistributed income
thereof, and the residuary trust shall terminate as to each
beneficiary when each beneficiary reaches the age of twenty-five
(25) years, at which time the share of this trust for each child
of mine shall be distributed to said child or his or her
descendants in a manner such as to assure the equal treatment.
If at the time of my spouse’s death, and
if any of my children are deceased and leave minor children
remaining as descendants, my children’s portion of the residuary
trust shall remain in force for their children’s benefit. If
such children leave no heirs of their own, that child’s share
shall be equally divided among my remaining children.
ARTICLE VI
In the event that my spouse, Elizabeth38,
does not survive me by thirty (30) days, and in the event that I
leave no children surviving me, and said children leave no
children or descendants surviving them at the date of my death,
the residue of my estate is to be divided as follows:
a) I do hereby give and bequeath 5% of my said residuary estate
to my brother, Axel Burkhalter39,
and to my sister-in-law, Joanne Charnee40,
in equal shares or, in the event that one shall have predeceased
me, then the other shall take this entire bequest. Should both
predecease me, then this bequest shall be distributed as a part
of the remainder of my estate, as provided below.
b) I do hereby give and bequeath 5% of my said residuary estate
to World Food Group41
to provide food for the poor people in foreign countries, but I
do not intend to impose any trust by virtue of this bequest and
a receipt to my executor from World Food
Group42 shall
be sufficient evidence that my intent has been carried out.
c) I do hereby give, devise and bequeath one-half(1/2) of the
remainder of my said residuary estate to my
acquaintance, Margie Smtih43
and her son, David44
in equal shares. Said bequest is per
stirpes.
d) I do hereby give the
remaining one-half (1/2) of my said residuary estate to my
minister, Ray Book45
and his spouse, Kelly46
in equal shares. The bequest is per stirpes.
ARTICLE VII
No interest of any beneficiary in the
corpus income of my estate or any trust created hereunder shall
be subject to assignment, alienations, pledge, or attachment of
claims of creditors of such
beneficiary and may not otherwise be voluntarily or
involuntarily alienated or encumbered by such beneficiary,
except as may be expressly provided herein.
ARTICLE VIII
If any trust created herein shall violate
the applicable rule against perpetuities, or any similar rules
of law, the trustee is hereby directed to terminate such trust
from the date limited by such rule of law and thereupon the
property held in said trust shall be distributed to the persons
then entitled to share in the income thereof and the corpus. No
power of appointment granted hereunder shall be so exercised to
violate such applicable rule of law or any attempted exercise of
such power, which violates any such rule of law.
ARTICLE IX
Any mortgage, lien or other encumbrance
upon the property, bequeathed and devised to anyone outright or
in trust, shall be assumed by the legatee, devisee or trustee of
such property.
ARTICLE X
I appoint to serve without bond my brother, Alex Brukhalter47
as executor of my Will if he/she is living at the time of my
death. However, if he/she is not living at the time of my death
or is unable to serve as executor for some reason, I then
appoint Theodore Bach 48 of Monroe49 (city), Wisconsin50
(state), to serve without bond as executor of my Will, in
accordance with the foregoing provisions.
IN WITNESS WHEREOF,
I have hereunder set my hand this 15th51
day of August51,
2006 51.
____________________52
(Signature)
On this
15th53
day of August53,
200653,
we the undersigned witnessed in the presence of
Norman Burkhalter54,
and in the presence of each other and upon the request of
Norman Burkhalter55,
witness the signing and execution of what
Norman Burkhalter56
declared to be his/her Last Will and Testament, an instrument
consisting of 857
type written pages, and at his/her request and in his/her
presence and in the presence of each other, we have hereunto
subscribed our names as witnesses.
____________________58
____________________59
WITNESS
ADDRESS
____________________60
____________________61
WITNESS
ADDRESS
This
is not a substitute for legal advice. An
attorney must be consulted.
Copyright © 1994 - 2015 by LAWCHEK, LTD.
You acknowledge that LAWCHEK™ owns all rights, title, and interest, including and without limitation all intellectual property rights (as defined below), in and to the forms and information (including LAWCHEK™ website and brand features, including implied licenses, and excluding items licensed by LAWCHEK™ from third parties and excluding any third party property), and that you will not acquire any rights, title, or interest in or to the legal forms or information or copyrights, except as expressly set forth on the site in regard to using the legal forms for information gathering purposes. You will not modify, adapt, translate, prepare derivative works from, decompile, reverse engineer, disassemble or otherwise attempt to derive source copyright from any LAWCHEK™ services or documentation, or create or attempt to create a substitute or similar service or product through use of or access to this website or proprietary information related thereto. You will not remove, obscure, or alter the LAWCHEK™ copyright notice, brand features, or other proprietary rights notices affixed to or contained within any LAWCHEK™ services, software, or documentation (including without limitation the use of LAWCHEK™ brand features with online legal forms, web hosting services, website html codes, or LAWCHEK™ website copyrights, as applicable). "Intellectual Property Rights" means any and all rights existing from time-to-time under patent law, copyright law, semiconductor chip protection law, moral rights law, trade secret law, trademark law, unfair competition law, publicity rights law, privacy rights law, and any and all other proprietary rights, as well as, any and all applications, renewals, extensions, restorations, and re-instatements thereof, now or hereafter in force and effect worldwide.
This is not a substitute for legal advice. An attorney must be consulted. To find an attorney in your area, please CLICK HERE.
Sample Single Trust Will
|
SAMPLE FORM LAST WILL AND TESTAMENT I, Norman C. Burkhalter2, of Monroe3 (address), Wisconsin4 (state), being of sound mind and disposing memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills and Codicils thereto by me at any time heretofore made. ARTICLE I The executor of my estate shall pay all funeral expenses, costs of administration and other proper charges against my estate. My executor shall pay from the residue of my estate all estate and inheritance taxes assessed by reason of my death. I waive for my estate all rights of reimbursement for any payments made pursuant to this Article. Interest and penalties concerning any tax shall be paid in the same manner as the tax. ARTICLE II Provided my wife, Elizabeth5, survives me by thirty (30) days, I give, devise and bequeath unto my spouse all of my estate in whatever nature and form. I further direct that if my wife, Elizabeth5, does not survive me by thirty (30) days, my property shall be distributed in conjunction with the following terms of this Will. ARTICLE III In the event my wife, Elizabeth5, does not survive me by thirty (30) days, the provision of the preceding paragraph shall be of no force or effect. In such event, my children, Robert Burkhalter6, Dorothy Burkhalter6 and Ethel Burkhalter6, and any children born to Elizabeth7 (spouse’s name) and me after the making of this Will, shall inherit my entire estate in conjunction with the following terms. I, therefore, give, devise and bequeath the entire amount of my adjusted gross estate to said children or their children per stirpes, should my children not survive me. Unless specified herein, my children shall receive an equal share of my estate. If any or all of my children are not surviving at the time of my death, their children shall receive their respective share. In the event any of my children are deceased and leave no children or descendants surviving them at the time of my death, I direct my entire estate go to my surviving children or, should any of my other children not survive me, to those children’s children or descendants. ARTICLE IV In the event my children, or any one of them, has not reached the age of twenty-five (25) years, a trust shall be established under the terms of this Will and said trust shall be called “Children of Norman Burkhalter8 and Elizabeth Burkhalter9 Trust.” Said trust shall be administered as follows:
A. Appointment of trustee and guardian: I appoint Rose Bickford10 and Edmund Snell11 of Monroe12 (city), Wisconsin13 (state), as guardians over my children, in accordance with the terms of this Will. However, if Robert Burkhalter14, Dorothy Burkhalter14 and Ethel Burkhalter14 (name of children) are not minors at the time of my death, no guardians shall be appointed. Guardians shall be appointed for any child of mine under eighteen (18) years of age. I appoint First Trust15 (banking institute), of Monroe, Wisconsin18 (address) as trustee, in accordance with the terms of this Will. B. Administration of the establishment of the trust account: 1) The trustee shall assemble all assets of my estate, including all insurance proceeds, in accordance with the foregoing, and any social security benefits payable upon my death, and maintain all such assets in an account with a bank chosen by the trustee. 2) The said account shall be in the name of the “Children of Norman Burkhalter17 and Elizabeth Burkhalter17 Trust” with the name of the trustee appearing thereon. 3) That the said bank account shall be maintained with reputable banks, investment firms and saving associations which will agree to pay a maximum of interest on the principal of said account. However, the trustee may invest the corpus of said account at a greater percent per annum as the trustee shall decide through its good judgment. The funds of the trust shall be divided in various certificates, bonds, treasury bills and other forms of investment, which are considered safe and wise as investments. 4) The trustee shall maintain a ledger of said account and shall accordingly record all deposits, withdrawals and income earned. 5) The trustee shall have the power to effectuate a withdrawal from the account for the benefit of the children in accordance with the provisions herein. 6) Trustee may receive from corpus of the trust account payment for expenses incurred, such as telephone calls, mileage and other administration expenses. 7) The trustee may receive from the corpus of the trust account payment for actual expenses incurred, such as telephone calls, mileage and other expenses of administration. 8) The trustee and guardians may each year receive, as just and fair compensation for their administration, proper fees not to exceed two percent(2%) per annum of the total corpus. The trustee and guardians may waive the provisions of this paragraph if they so desire. 9) The family home at 4499 Westview Dr.18 (address), Monroe19 (city), Wisconsin20 (state), shall maintain through the action of the trustee, providing that the trustee provides my children, Robert21, Dorothy21 and Ethel21 and any other children born to Norman Burkhalter22 and Elizabeth Burkhalter22 after the making of this Will, the opportunity to purchase such residence if said child is eighteen(18) years of age or older. The residence shall be sold for the fair market value. It shall be the duty of the trustee to maintain said residence for the period of time during which the option to purchase remains open to said children. If said residence is sold, the proceeds there from, after payment of existing mortgage, shall become a part of the corpus invested in accordance with the preceding. 10) The trustee shall treat the family automobile(s) and all household furnishings and personal items remaining at my death in a like manner. However, my children, Robert23, Dorothy23 and Ethel23 and any other children born to Norman Burkhalter24 and Elizabeth Burkhalter24 after the making of this Will, shall have the opportunity to select any family heirlooms and personal belongings, including furniture and other family items, to be distributed and kept by themselves. The sale of the automobile(s) shall be left to the discretion of the trustee and should be sold for fair market furnishings. The proceeds, from sale of personal items, shall become a part of the trust corpus. 11) The guardians, with financial assistance from this trust as approved by the trustee in its discretion, shall assure the proper education of my children, Robert25, Dorothy25 and Ethel25 and any other children born to Norman Burkhalter26 and Elizabeth Burkhalter26 after the making of this Will. Proper education shall include the opportunity of college and post-graduate work if desired. The guardians, with financial assistance from this trust as approved by the trustee in its discretion, shall assure the proper wearing apparel, medical care, dental care, and all other necessities, which may arise from time to time. 12) The trustee and guardians shall see to the needs of my children until the youngest child reaches the age of twenty-five (25) years, at which time each child shall be entitled to his or her share of my estate. At all times my children shall be treated equally under the terms of this Will unless a specific bequest has been made to them, in which case that child shall receive the specific bequest. C. Distribution of the Corpus: 1) The trustee shall distribute the reasonable amounts from the corpus for the care of my children, Robert27, Dorothy27 and Ethel27, and any other children born to Norman Burkhalter28 and Elizabeth Burkhalter28 after the making of this Will, in accordance with the needs of each child and the costs of their maintenance, in conjunction with the foregoing and the following provisions: a) The trustee must pay all reasonable expenses of Robert29, Dorothy29 and Ethel29, and any other children born to Norman Burkhalter30 and Elizabeth Burkhalter30 after the making of this Will. b) The trustee shall pay all medical and dental expenses of Robert31, Dorothy31 and Ethel31, and any other children born to Norman Burkhalter30 and Elizabeth Burkhalter30 after the making of this Will, during the period of this trust, from the trust corpus. c) The trustee shall maintain medical and hospital insurance on said children during the period of this trust and from the trust corpus. d) The trustee shall provide, from the trust, the amount for the children’s college expenses, including tuition, books, room, board and clothing. My children, Robert33, Dorothy33 and Ethel33, and any other children born to Norman Burkhalter34 and Elizabeth Burkhalter34 after the making of this Will, must actually attend an accredited college or university to receive these benefits. D. Special Bequests. 1) Any other family heirlooms, furnishings or personal items shall be divided equally between my children as they shall agree between them. 2) In the event children other than Robert35, Dorothy35 and Ethel35 are born to Norman Burkhalter36 and Elizabeth Burkhalter36 after the making of this Will, then the child or children shall participate equally in the distribution of the foregoing items with Robert37, Dorothy37 and Ethel37. ARTICLE V The trustee shall distribute to or for the benefit of the beneficiaries the residuary trust, part or all of the following portions remaining in the corpus and undistributed income thereof, and the residuary trust shall terminate as to each beneficiary when each beneficiary reaches the age of twenty-five (25) years, at which time the share of this trust for each child of mine shall be distributed to said child or his or her descendants in a manner such as to assure the equal treatment. If at the time of my spouse’s death, and if any of my children are deceased and leave minor children remaining as descendants, my children’s portion of the residuary trust shall remain in force for their children’s benefit. If such children leave no heirs of their own, that child’s share shall be equally divided among my remaining children. ARTICLE VI In the event that my spouse, Elizabeth38, does not survive me by thirty (30) days, and in the event that I leave no children surviving me, and said children leave no children or descendants surviving them at the date of my death, the residue of my estate is to be divided as follows: a) I do hereby give and bequeath 5% of my said residuary estate to my brother, Axel Burkhalter39, and to my sister-in-law, Joanne Charnee40, in equal shares or, in the event that one shall have predeceased me, then the other shall take this entire bequest. Should both predecease me, then this bequest shall be distributed as a part of the remainder of my estate, as provided below. b) I do hereby give and bequeath 5% of my said residuary estate to World Food Group41 to provide food for the poor people in foreign countries, but I do not intend to impose any trust by virtue of this bequest and a receipt to my executor from World Food Group42 shall be sufficient evidence that my intent has been carried out. c) I do hereby give, devise and bequeath one-half(1/2) of the remainder of my said residuary estate to my acquaintance, Margie Smtih43 and her son, David44 in equal shares. Said bequest is per stirpes. d) I do hereby give the remaining one-half (1/2) of my said residuary estate to my minister, Ray Book45 and his spouse, Kelly46 in equal shares. The bequest is per stirpes. ARTICLE VII No interest of any beneficiary in the corpus income of my estate or any trust created hereunder shall be subject to assignment, alienations, pledge, or attachment of claims of creditors of such beneficiary and may not otherwise be voluntarily or involuntarily alienated or encumbered by such beneficiary, except as may be expressly provided herein. ARTICLE VIII If any trust created herein shall violate the applicable rule against perpetuities, or any similar rules of law, the trustee is hereby directed to terminate such trust from the date limited by such rule of law and thereupon the property held in said trust shall be distributed to the persons then entitled to share in the income thereof and the corpus. No power of appointment granted hereunder shall be so exercised to violate such applicable rule of law or any attempted exercise of such power, which violates any such rule of law. ARTICLE IXAny mortgage, lien or other encumbrance upon the property, bequeathed and devised to anyone outright or in trust, shall be assumed by the legatee, devisee or trustee of such property. ARTICLE XI appoint to serve without bond my brother, Alex Brukhalter47 as executor of my Will if he/she is living at the time of my death. However, if he/she is not living at the time of my death or is unable to serve as executor for some reason, I then appoint Theodore Bach 48 of Monroe49 (city), Wisconsin50 (state), to serve without bond as executor of my Will, in accordance with the foregoing provisions.IN WITNESS WHEREOF, I have hereunder set my hand this 15th51 day of August51, 2006 51.
____________________52 (Signature) On this 15th53 day of August53, 200653, we the undersigned witnessed in the presence of Norman Burkhalter54, and in the presence of each other and upon the request of Norman Burkhalter55, witness the signing and execution of what Norman Burkhalter56 declared to be his/her Last Will and Testament, an instrument consisting of 857 type written pages, and at his/her request and in his/her presence and in the presence of each other, we have hereunto subscribed our names as witnesses. ____________________58 ____________________59 WITNESS ADDRESS ____________________60 ____________________61 WITNESS ADDRESS This
is not a substitute for legal advice. An
attorney must be consulted. |
This
is not a substitute for legal advice. An
attorney must be consulted. |
The form above is an example of how a typical Single Trust Will form may be completed.
1. The identity and full name of the testator. Generally, the entire name including full middle name should be set forth.
2.Again, the full name of the testator.
3.The address of the testator. Generally, a street address should be included.
4.The state in which the testator resides should be set forth.
5.The name of the spouse is set forth.
6.The identity of the children is provided.
7.The name of the spouse is once again noted.
8.The name of the testator.
9.The name of the spouse of the testator.
10.The name of the first guardian appointed for the children.
11.The name of the second guardian appointed for the children.
12.The address of the guardians.
13.The state in which the guardians reside.
14.The name of the children.
15.A banking institution, if used as a trustee, should be indicated.
16.The address of the banking institution should be provided.
17.The name of the trust, which includes the testator’s name and the spouse’s name.
18.The street address of the family home.
19.The city in which the family resides.
20.The state in which the family resides.
21.The names of the children.
22.The names as identified in the trust as the testator’s name and the spouse’s name.
23.The names of the children.
24.The names of the testator and spouse for the identity of the trust name.
25.The names of the children.
26.Again, the identity of the trust name, including the names of the testator and spouse.
27.The names of the children.
28.The name of the trust.
29.Again, the names of the children.
30.The names of the testator and spouse for the identity of the trust.
31.The names of the children.
32.The names of the testator and spouse.
33.The names of the children.
34.The names of the testator and spouse.
35.Once again, the names of the children must be indicated.
36.The names of the testator and spouse.
37.The names of the testator’s children.
38.The name of the testator’s spouse.
39.A specific bequest is set forth of 5% of the residuary estate. The beneficiary is here noted.
40. – 42. An additional beneficiary to the 5% of the residuary estate. Please understand that this is an example only.
43.A beneficiary, if spouse/children do not survive testator, for half the remaining portion of estate is an example only.
44.– 46. An additional beneficiary as an example only.
47.The executor is identified.
48.The identity of the alternate executor.
49.The address of the alternate executor.
50.The state in which the alternate executor resides.
51.The date on which the will is signed.
52.The signature of the testator.
53.Once again, the date on which the will is signed.
54.The identity of the testator.
55.Again, the identity of the testator.
56.The name of the testator must once again appear on the document.
57.The number of pages in the document.
58.The signature of the first witness.
59.The address of the first witness.
60.The signature of the second witness.
61.The address of the second witness.
62.The state in which the notary affidavit is signed.
63.The county in which the affidavit is signed is identified.
64.The identity of the testator.
65.The identity of the first and second witnesses.
66.The signature of the testator.
67.The signature of the first witness.
68.The signature of the second witness.
69.The name of the testator.
70.The name of the first witness.
71.The name of the second witness.
72.The date on which the document is signed.
73.The signature of the Notary Public.
This is not a substitute for legal
advice. An
attorney must be consulted.
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