This required section requests personal information about you and your family. This information is useful in planning the distribution of your estate. Press [Ctrl+F1] for more information.
This required section provides an opportunity to organize financial information and calculate your net worth. Press [Ctrl+F1] for more information.
This required section requests information regarding the beneficiaries who will receive distributions from your estate. Press [Ctrl+F1] for more information.
This optional section requests information needed to create a trust for minor children, and to name a guardian. Press [Ctrl+F1] for more information.
This required section requests the names of your first, second or third choice for executor or co-executors to manage your estate. Press [Ctrl+F1] for more information.
This optional section provides a list of estate planning topics including the credit trust, and other specialty trusts such as charitable trusts and life insurance trusts. Press [Ctrl+F1] for more information.
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Estate Planning Worksheet
ESTPLN
The Estate Planning Worksheet is a worksheet that helps gather the personal, financial, and family information that is needed to prepare a will. It also help explain the alternatives for distributing estate assets to beneficiaries.
Enter your spouse's full name or use the P.I. Manager to select and paste a record.
Enter the Willmaker's full name or edit the information as desired. Use the P.I. Manager to select and paste a record. Personal Information regarding the Willmaker is useful in planning the distribution of the estate. Press [Ctrl+F1] for more information.
The Willmaker total is provided by the program based on your prior entries. You may not overwrite this field.
Enter an X to include a section which requests information regarding the various IRA accounts owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include a section which requests information regarding the various retirement or profit sharing plans owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include a section which requests information regarding the various investment accounts owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include a section which requests information regarding the various stocks owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include a section which requests information regarding the various bonds owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include a section which requests information regarding any real estate owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include a section which requests information regarding any life insurance owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include a section which requests information regarding the various business interests owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include a section which requests information regarding the cars and other vehicles owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include a section which requests information regarding the personal property and household furnishings owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
The Spouse total is provided by the program based on your prior entries. You may not overwrite this field.
The Joint total is provided by the program based on your prior entries. You may not overwrite this field.
The total is provided by the program based on your prior entries. You may not overwrite this field.
Enter an X to include a section which requests information regarding the various liabilities of the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
,B.EST01
! Personal Information Section (1 of 6)
ESTATE PLANNING WORKSHEET
(Prepared on: !)
!. PERSONAL INFORMATION: The person preparing the Will needs to know some personal information about the Willmaker, including marital status and whether the Willmaker has children.
Name: !
Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Phone: Home: ! Work: !
SSN: !
Birthdate: !
Employer: !
Marital Status [pick one]:
! I am single and have no immediate plans to become married.
Children [including adopted children and stepchildren]:
! I have no children.
! I have no children, but want my Will to cover the possibility that I will have children after the signing date of my Will.
[Optional] Explanation:
! My children (including adopted children and stepchildren) are:
! Child's Name: !
City: !
State: !
Birthdate: !
Other Parent: !
Legal Status: !
Child's Name: !
City: !
State: !
Birthdate: !
Other Parent: !
Legal Status: !
Child's Name: !
City: !
State: !
Birthdate: !
Other Parent: !
Legal Status: !
Child's Name: !
City: !
State: !
Birthdate: !
Other Parent: !
Legal Status: !
Child's Name: !
City: !
State: !
Birthdate: !
Other Parent: !
Legal Status: !
Using the format MM/DD/YYYY, enter the date on which the Estate Planning Worksheet is being prepared or edit the information as desired.
Enter the Willmaker's full name or edit the information as desired. Use the P.I. Manager to select and paste a record. Personal Information regarding the Willmaker is useful in planning the distribution of the estate. Press [Ctrl+F1] for more information.
Enter the Willmaker's street address or edit the information as desired.
Enter the Willmaker's extended street address or edit the information as desired.
Enter the Willmaker's city or edit the information as desired.
Enter the Willmaker's state/province or edit the information as desired.
Enter the Willmaker's zip/postal code or edit the information as desired.
Enter an X to include the Willmaker's country, if outside the United States.
Enter the country or edit the information as desired.
Enter the Willmaker's home phone number or edit the information as desired.
Enter the Willmaker's work phone number or edit the information as desired.
Enter the Willmaker's social security number or edit the information as desired.
Using the format MM/DD/YYYY, enter the Willmaker's date of birth or edit the information as desired.
Enter the name of the Willmaker's employer. Use the P.I. Manager to select and paste a record.
Enter an X if the Willmaker is single and has no immediate plans to become married.
Enter an X if the Willmaker is presently single but plans to be married soon and desires the Will and estate plan to take the planned marriage into consideration.
Enter the future spouse's full name or use the P.I. Manager to select and paste a record.
Enter the future spouse's social security number or edit the information as desired.
Using the format MM/DD/YYYY, enter the date of birth of the future spouse or edit the information as desired.
Enter an X if you are married. Information regarding your spouse will be helpful in planning for your estate.
Enter your spouse's full name or use the P.I. Manager to select and paste a record.
Enter your spouse's social security number or edit the information as desired.
Using the format MM/DD/YYYY, enter your spouse's date of birth or edit the information as desired.
Enter the name of your spouse's employer. Use the P.I. Manager to select and paste a record.
Enter an X to include information regarding prior marriages. Obligations for child support or alimony may be relevant to proper planning of your estate.
Enter an X to state that you have no prior marriages.
Enter an X to state that you have previously been married.
Enter an X to include an explanation regarding a prior marriage, an annulment, or an obligation that arises from a relationship other than a formal marriage relationship. Obligations for child support or alimony may be relevant to proper planning of your estate.
Briefly explain any obligation(s) that may be relevant.
Enter an X if you have no children, and have no particular desire to have your Will and estate plan include provisions for future children.
Enter an X if you currently have no children, but want your Will and estate plan to include provisions for future children.
Enter an X if you wish to include an explanation regarding a current pregnancy or future plans for children, including adoption.
Briefly explain your intent to have children in the future.
Enter an X if you currently have children. Information regarding the names and ages of your children will be helpful in planning your estate. The program allows you to enter 10 children. If you need to include additional children, the Exhibit document can be used for this purpose.
Enter an X to include information regarding your FIRST child.
Enter the child's full name or use the P.I. Manager to select and paste a record.
Enter the child's city or edit the information as desired.
Enter the child's state/province or edit the information as desired.
Using the format MM/DD/YYYY, enter the child's date of birth or edit the information as desired.
The program completes the name of the spouse by transferring the information from a previous section. This information may be modified without affecting earlier data. Use the P.I. Manager to select and paste a record.
Enter the legal status of the child. For example, "Natural Child".
Enter an X to include information regarding your SECOND child.
Enter an X to include information regarding your THIRD child.
Enter an X to include information regarding your FOURTH child.
Enter an X to include information regarding your FIFTH child.
EST02
! Continuation of Personal Information Section (1 of 6)
! Child's Name: !
City: !
State: !
Birthdate: !
Other Parent: !
Legal Status: !
Child's Name: !
City: !
State: !
Birthdate: !
Other Parent: !
Legal Status: !
Child's Name: !
City: !
State: !
Birthdate: !
Other Parent: !
Legal Status: !
Child's Name: !
City: !
State: !
Birthdate: !
Other Parent: !
Legal Status: !
Child's Name: !
City: !
State: !
Birthdate: !
Other Parent: !
Legal Status: !
[Optional] Other Information Regarding Children:
Enter an X to include information regarding your SIXTH child.
Enter the child's full name or use the P.I. Manager to select and paste a record.
Enter the child's city or edit the information as desired.
Enter the child's state/province or edit the information as desired.
Using the format MM/DD/YYYY, enter the child's date of birth or edit the information as desired.
The program completes the name of the spouse by transferring the information from a previous section. This information may be modified without affecting earlier data. Use the P.I. Manager to select and paste a record.
Enter the legal status of the child. For example, "Natural Child".
Enter an X to include information regarding your SEVENTH child.
Enter an X to include information regarding your EIGHTH child.
Enter an X to include information regarding your NINTH child.
Enter an X to include information regarding your TENTH child.
Enter an X to include other information regarding your children. For example, information regarding adoptions, unique needs of a particular child, marital status of children, intentions to exclude a child from your Will, or other unique information regarding your children.
Briefly explain any other information regarding your children.
EST03
! Estate Value Section (2 of 6)
!. VALUE OF THE ESTATE: The value of estate assets is needed to determine whether "estate taxes" may be an important consideration in the preparation of a will (or living trust). Although federal estate taxes are not usually a factor in estates of less than $600,000, it may become important to consider more complex estate planning techniques in estates of $450,000 or more. The manner in which assets are held (e.g., "jointly" or "in one name only") is also important in determining who will receive certain property (i.e., generally, "joint" property goes to the "surviving" joint tenant regardless of what the will may provide).
[The program provides three options for providing information regarding the value of the estate assets.]
! The net value of my estate assets, after deducting my debts and liabilities is $!.
! [A summary of my assets and liabilities is shown as follows:]
! [A detailed asset and liability listing is shown as follows:]
Enter an X to simply provide an estimate of the net value of your estate, without providing any details regarding the values of specific assets or categories of assets. Press [Ctrl+F1] for more information.
Enter the net value of your estate by deducting your total debts and liabilities from your total assets.
Enter an X to provide a "summary listing" of your assets and liabilities which summarizes your assets in broad categories. For example, bank accounts, investments, real estate, life insurance, cars, and personal property. Press [Ctrl+F1] for more information.
Enter an X to provide a "detailed listing" of your assets and liabilities which allows you to provide details for each category. For example, under "bank accounts" you can list each specific savings or checking account. Press [Ctrl+F1] for more information.
EST04
! Continuation of Estate Value Summary Section (2 of 6)
Summary Listing of Assets and Liabilities
Willmaker Spouse Joint with
Only Only Spouse
! Bank Accounts $! $! $!
! IRA Accounts $! $! $!
! Retirement/Profit
Sharing Plans $! $! $!
! Investment $! $! $!
Accounts
! Stocks $! $! $!
! Bonds $! $! $!
! Real Estate $! $! $!
! Life Insurance $! $! $!
! Business Interests $! $! $!
! Cars and Other $! $! $!
Vehicles
! Personal Property $! $! $!
! Other Assets $! $! $!
Total Assets $! $! $!
! Liabilities $! $! $!
Net Estate $! $! $!
Enter an X to include information regarding the value of all of the Willmaker's bank accounts.
Enter the value of all bank accounts owned by the Willmaker. The value should include the Willmaker's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker's spouse.
Enter the value of all bank accounts owned by the Willmaker's spouse. The value should include the Willmaker's spouse's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker.
Enter the value of all bank accounts owned jointly by the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the value of all of the Willmaker's IRA accounts.
Enter the value of all IRA accounts owned by the Willmaker. The value should include the Willmaker's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker's spouse.
Enter the value of all IRA accounts owned by the Willmaker's spouse. The value should include the Willmaker's spouse's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker.
Enter the value of all IRA accounts owned jointly by the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the value of all of the Willmaker's retirement/profit sharing plans.
Enter the value of all retirement/profit sharing plans owned by the Willmaker. The value should include the Willmaker's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker's spouse.
Enter the value of all retirement/profit sharing plans owned by the Willmaker's spouse. The value should include the Willmaker's spouse's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker.
Enter the value of all retirement/profit sharing plans owned jointly by the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the value of all of the Willmaker's investment accounts.
Enter the value of all investment accounts owned by the Willmaker. The value should include the Willmaker's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker's spouse.
Enter the value of all investment accounts owned by the Willmaker's spouse. The value should include the Willmaker's spouse's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker.
Enter the value of all investment accounts owned jointly by the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the value of all of the Willmaker's stocks.
Enter the value of all stocks owned by the Willmaker. The value should include the Willmaker's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker's spouse.
Enter the value of all stocks owned by the Willmaker's spouse. The value should include the Willmaker's spouse's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker.
Enter the value of all stocks owned jointly by the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the value of all of the Willmaker's bonds.
Enter the value of all bonds owned by the Willmaker. The value should include the Willmaker's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker's spouse.
Enter the value of all bonds owned by the Willmaker's spouse. The value should include the Willmaker's spouse's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker.
Enter the value of all bonds owned jointly by the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the value of all of the Willmaker's real estate.
Enter the value of all real estate owned by the Willmaker. The value should include the Willmaker's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker's spouse.
Enter the value of all real estate owned by the Willmaker's spouse. The value should include the Willmaker's spouse's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker.
Enter the value of all real estate owned jointly by the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the value of all of the Willmaker's life insurance.
Enter the value of all life insurance owned by the Willmaker. The value should include the Willmaker's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker's spouse.
Enter the value of all life insurance owned by the Willmaker's spouse. The value should include the Willmaker's spouse's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker.
Enter the value of all life insurance owned jointly by the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the value of all of the Willmaker's business interests.
Enter the value of all business interests owned by the Willmaker. The value should include the Willmaker's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker's spouse.
Enter the value of all business interests owned by the Willmaker's spouse. The value should include the Willmaker's spouse's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker.
Enter the value of all business interests owned jointly by the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the value of all of the Willmaker's cars and other vehicles.
Enter the value of all cars and other vehicles owned by the Willmaker. The value should include the Willmaker's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker's spouse.
Enter the value of all cars and other vehicles owned by the Willmaker's spouse. The value should include the Willmaker's spouse's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker.
Enter the value of all cars and other vehicles owned jointly by the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the value of all of the Willmaker's personal property.
Enter the value of all personal property owned by the Willmaker. The value should include the Willmaker's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker's spouse.
Enter the value of all personal property owned by the Willmaker's spouse. The value should include the Willmaker's spouse's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker.
Enter the value of all personal property owned jointly by the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the value of all of the Willmaker's other assets.
Enter the value of all other assets owned by the Willmaker. The value should include the Willmaker's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker's spouse.
Enter the value of all other assets owned by the Willmaker's spouse. The value should include the Willmaker's spouse's share of all jointly owned property, EXCEPT property owned jointly with the Willmaker.
Enter the value of all other assets owned jointly by the Willmaker and the Willmaker's spouse.
The total is provided by the program based on your prior entries. You may not overwrite this field.
Enter an X to include information regarding the Willmaker's total liabilities.
Enter the amount of debts and liabilities attributable only to the Willmaker.
Enter the amount of debts and liabilities attributable only to the Willmaker's spouse.
Enter the amount of debts and liabilities that are the joint responsibility of both the Willmaker and the Willmaker's spouse.
! Continuation of Estate Value - Detailed Listing Section (2 of 6)
Detailed Listing of Assets and Liabilities
Bank Accounts (checking, savings, time certificate):
Owner of
Type of Account the Account Amount
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
Willmaker $!
Spouse $!
Joint $!
Total Bank Accounts $!
Enter an X to include information regarding the FIRST bank account owned by the Willmaker, the Willmaker's spouse, or jointly by both. Press [Ctrl+F1] for more information.
Enter a brief description of the account (for example, "checking -First National", "checking", "savings", or "time certificate").
If the Willmaker is not the owner of the account, enter the term that best describes the ownership of the account.
Enter the value of the account.
Enter an X to include information regarding the SECOND bank account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the THIRD bank account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FOURTH bank account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FIFTH bank account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SIXTH bank account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SEVENTH bank account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the EIGHTH bank account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the NINTH bank account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the TENTH bank account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the ELEVENTH bank account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the TWELFTH bank account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
The Willmaker total is provided by the program based on your prior entries. You may not overwrite this field.
The Spouse total is provided by the program based on your prior entries. You may not overwrite this field.
The Joint total is provided by the program based on your prior entries. You may not overwrite this field.
The total is provided by the program based on your prior entries. You may not overwrite this field.
! Continuation of Detailed Listing Section (2 of 6)
IRA Accounts:
! Account Name: !
Account Owner: !
Beneficiary Name: !
Amount: $!
Account Name: !
Account Owner: !
Beneficiary Name: !
Amount: $!
Account Name: !
Account Owner: !
Beneficiary Name: !
Amount: $!
Account Name: !
Account Owner: !
Beneficiary Name: !
Amount: $!
Account Name: !
Account Owner: !
Beneficiary Name: !
Amount: $!
Account Name: !
Account Owner: !
Beneficiary Name: !
Amount: $!
Willmaker Total $!
Spouse Total $!
Joint Total $!
Total IRA Accounts $!
Enter an X to include a section which requests information regarding the various IRA accounts owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include information regarding the FIRST IRA account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter a brief description of the account. For example, "Don's IRA - First Trust" or "IRA - National Bank".
If the Willmaker is not the owner of the account, enter the term that best describes the ownership of the account.
Enter the name of the beneficiary or use the P.I. Manager to select and paste a record. Often, the beneficiary is a spouse or child.
Enter the value of the account.
Enter an X to include information regarding the SECOND IRA account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the THIRD IRA account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FOURTH IRA account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FIFTH IRA account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SIXTH IRA account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
The Willmaker total is provided by the program based on your prior entries. You may not overwrite this field.
The Spouse total is provided by the program based on your prior entries. You may not overwrite this field.
The Joint total is provided by the program based on your prior entries. You may not overwrite this field.
The total is provided by the program based on your prior entries. You may not overwrite this field.
! Continuation of Detailed Listing Section (2 of 6)
Retirement or Profit Sharing Plans:
! Plan Name: !
Plan Owner: !
Beneficiary Name: !
Amount: $!
Plan Name: !
Plan Owner: !
Beneficiary Name: !
Amount: $!
Plan Name: !
Plan Owner: !
Beneficiary Name: !
Amount: $!
Plan Name: !
Plan Owner: !
Beneficiary Name: !
Amount: $!
Plan Name: !
Plan Owner: !
Beneficiary Name: !
Amount: $!
Plan Name: !
Plan Owner: !
Beneficiary Name: !
Amount: $!
Willmaker Total $!
Spouse Total $!
Joint Total $!
Total Value of
Retirement Benefits $!
Enter an X to include a section which requests information regarding the various retirement or profit sharing plans owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include information regarding the FIRST retirement or profit sharing plan owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter a brief description of the plan. For example, "Mary's Plan at ABC Corporation".
If the Willmaker is not the owner of the plan, enter the term that best describes the ownership of the plan.
Enter the name of the beneficiary or use the P.I. Manager to select and paste a record. Often, the beneficiary is a spouse or child.
Enter the value of the plan.
Enter an X to include information regarding the SECOND retirement or profit sharing plan owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the THIRD retirement or profit sharing plan owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FOURTH retirement or profit sharing plan owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FIFTH retirement or profit sharing plan owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SIXTH retirement or profit sharing plan owned by the Willmaker, the Willmaker's spouse, or jointly by both.
The Willmaker total is provided by the program based on your prior entries. You may not overwrite this field.
The Spouse total is provided by the program based on your prior entries. You may not overwrite this field.
The Joint total is provided by the program based on your prior entries. You may not overwrite this field.
The total is provided by the program based on your prior entries. You may not overwrite this field.
Enter an X to include a section which requests information regarding the various investment accounts owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include information regarding the FIRST investment account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter a brief description of the brokerage account or mutual fund. For example, "E.F. Hutton Account".
If the Willmaker is not the owner of the investment account, enter the term that best describes the ownership of the account.
Enter the value of the account.
Enter an X to include information regarding the SECOND investment account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the THIRD investment account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FOURTH investment account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FIFTH investment account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SIXTH investment account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SEVENTH investment account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the EIGHTH investment account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the NINTH investment account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the TENTH investment account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the ELEVENTH investment account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the TWELFTH investment account owned by the Willmaker, the Willmaker's spouse, or jointly by both.
The Willmaker total is provided by the program based on your prior entries. You may not overwrite this field.
The Spouse total is provided by the program based on your prior entries. You may not overwrite this field.
The Joint total is provided by the program based on your prior entries. You may not overwrite this field.
The total is provided by the program based on your prior entries. You may not overwrite this field.
! Continuation of Detailed Listing Section (2 of 6)
Stocks:
! Name of Stock: !
Owner of Stock: !
Number of Shares/Units: !
Current Price: $!
Amount: $!
Name of Stock: !
Owner of Stock: !
Number of Shares/Units: !
Current Price: $!
Amount: $!
Name of Stock: !
Owner of Stock: !
Number of Shares/Units: !
Current Price: $!
Amount: $!
Name of Stock: !
Owner of Stock: !
Number of Shares/Units: !
Current Price: $!
Amount: $!
Name of Stock: !
Owner of Stock: !
Number of Shares/Units: !
Current Price: $!
Amount: $!
Name of Stock: !
Owner of Stock: !
Number of Shares/Units: !
Current Price: $!
Amount: $!
Name of Stock: !
Owner of Stock: !
Number of Shares/Units: !
Current Price: $!
Amount: $!
Name of Stock: !
Owner of Stock: !
Number of Shares/Units: !
Current Price: $!
Amount: $!
Name of Stock: !
Owner of Stock: !
Number of Shares/Units: !
Current Price: $!
Amount: $!
Name of Stock: !
Owner of Stock: !
Number of Shares/Units: !
Current Price: $!
Amount: $!
Name of Stock: !
Owner of Stock: !
Number of Shares/Units: !
Current Price: $!
Amount: $!
Name of Stock: !
Owner of Stock: !
Number of Shares/Units: !
Current Price: $!
Amount: $!
Willmaker Total $!
Spouse Total $!
Joint Total $!
Total Value of Stocks $!
Enter an X to include a section which requests information regarding the various stocks owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include information regarding the FIRST stock owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter a brief description of the stocks. For example, "IBM".
If the Willmaker is not the owner of the stock, enter the term that best describes the ownership of the stock.
Enter the number of shares/units by entering digits. For example, "8", not "eight".
Enter the current price per share/unit of the stock.
The value of the stock has been calculated by the program. You may not modify this field.
Enter an X to include information regarding the SECOND stock owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the THIRD stock owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FOURTH stock owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FIFTH stock owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SIXTH stock owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SEVENTH stock owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the EIGHTH stock owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the NINTH stock owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the TENTH stock owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the ELEVENTH stock owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the TWELFTH stock owned by the Willmaker, the Willmaker's spouse, or jointly by both.
The Willmaker total is provided by the program based on your prior entries. You may not overwrite this field.
The Spouse total is provided by the program based on your prior entries. You may not overwrite this field.
The Joint total is provided by the program based on your prior entries. You may not overwrite this field.
The total is provided by the program based on your prior entries. You may not overwrite this field.
! Continuation of Detailed Listing Section (2 of 6)
Bonds:
! Type of Bond: !
Owner of Bond: !
Face Value: $!
Amount: $!
Type of Bond: !
Owner of Bond: !
Face Value: $!
Amount: $!
Type of Bond: !
Owner of Bond: !
Face Value: $!
Amount: $!
Type of Bond: !
Owner of Bond: !
Face Value: $!
Amount: $!
Type of Bond: !
Owner of Bond: !
Face Value: $!
Amount: $!
Type of Bond: !
Owner of Bond: !
Face Value: $!
Amount: $!
Type of Bond: !
Owner of Bond: !
Face Value: $!
Amount: $!
Type of Bond: !
Owner of Bond: !
Face Value: $!
Amount: $!
Type of Bond: !
Owner of Bond: !
Face Value: $!
Amount: $!
Type of Bond: !
Owner of Bond: !
Face Value: $!
Amount: $!
Type of Bond: !
Owner of Bond: !
Face Value: $!
Amount: $!
Type of Bond: !
Owner of Bond: !
Face Value: $!
Amount: $!
Willmaker Total $!
Spouse Total $!
Joint Total $!
Total Value of Bonds $!
Enter an X to include a section which requests information regarding the various bonds owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include information regarding the FIRST bond owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter a brief description of the bond. For example, "U.S. Savings Bond" or "GMC Debenture Bond".
If the Willmaker is not the owner of the bond, enter the term that best describes the ownership of the bond.
Enter the face value of the bond. For example, "500" or "10,000".
Enter the value of the bond. For example, "765" or "9,875".
Enter an X to include information regarding the SECOND bond owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the THIRD bond owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FOURTH bond owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FIFTH bond owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SIXTH bond owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SEVENTH bond owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the EIGHTH bond owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the NINTH bond owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the TENTH bond owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the ELEVENTH bond owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the TWELFTH bond owned by the Willmaker, the Willmaker's spouse, or jointly by both.
The Willmaker total is provided by the program based on your prior entries. You may not overwrite this field.
The Spouse total is provided by the program based on your prior entries. You may not overwrite this field.
The Joint total is provided by the program based on your prior entries. You may not overwrite this field.
The total is provided by the program based on your prior entries. You may not overwrite this field.
! Continuation of Detailed Listing Section (2 of 6)
Real Estate:
Type of Real Estate Ownership Amount
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
Willmaker Total $!
Spouse Total $!
Joint Total $!
Total Value of Real Estate $!
Enter an X to include a section which requests information regarding any real estate owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include information regarding the FIRST real estate parcel owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter a brief description of the real estate. For example, "Personal Residence", "Rental Property", or "Lakeside Cabin".
If the Willmaker is not the owner of the real estate, enter the term that best describes the ownership of the real estate.
Enter the value of the real estate.
Use this space for an additional explanation.
Enter an X to include information regarding the SECOND real estate parcel owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the THIRD real estate parcel owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FOURTH real estate parcel owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FIFTH real estate parcel owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SIXTH real estate parcel owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SEVENTH real estate parcel owned by the Willmaker, the Willmaker's spouse, or jointly by both.
The Willmaker total is provided by the program based on your prior entries. You may not overwrite this field.
The Spouse total is provided by the program based on your prior entries. You may not overwrite this field.
The Joint total is provided by the program based on your prior entries. You may not overwrite this field.
The total is provided by the program based on your prior entries. You may not overwrite this field.
! Continuation of Detailed Listing Section (2 of 6)
Life Insurance:
! Insurance Company: !
Owner of Policy: !
Beneficiary Name: !
Face Amount: $!
Insurance Company: !
Owner of Policy: !
Beneficiary Name: !
Face Amount: $!
Insurance Company: !
Owner of Policy: !
Beneficiary Name: !
Face Amount: $!
Insurance Company: !
Owner of Policy: !
Beneficiary Name: !
Face Amount: $!
Insurance Company: !
Owner of Policy: !
Beneficiary Name: !
Face Amount: $!
Insurance Company: !
Owner of Policy: !
Beneficiary Name: !
Face Amount: $!
Insurance Company: !
Owner of Policy: !
Beneficiary Name: !
Face Amount: $!
Insurance Company: !
Owner of Policy: !
Beneficiary Name: !
Face Amount: $!
Insurance Company: !
Owner of Policy: !
Beneficiary Name: !
Face Amount: $!
Insurance Company: !
Owner of Policy: !
Beneficiary Name: !
Face Amount: $!
Willmaker Total $!
Spouse Total $!
Joint Total $!
Total Face Value of Life Insurance $!
Enter an X to include a section which requests information regarding any life insurance owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include information regarding the FIRST life insurance policy owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter a brief description of the life insurance. For example, "Group Policy at Work".
If the Willmaker is not the owner of the life insurance, enter a term that best describes the ownership of the policy.
Enter the name of the beneficiary or use the P.I. Manager to select and paste a record. Often, the beneficiary is a spouse or child.
Enter the value of the life insurance.
Enter an X to include information regarding the SECOND life insurance policy owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the THIRD life insurance policy owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FOURTH life insurance policy owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FIFTH life insurance policy owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SIXTH life insurance policy owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SEVENTH life insurance policy owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the EIGHTH life insurance policy owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the NINTH life insurance policy owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the TENTH life insurance policy owned by the Willmaker, the Willmaker's spouse, or jointly by both.
The Willmaker total is provided by the program based on your prior entries. You may not overwrite this field.
The Spouse total is provided by the program based on your prior entries. You may not overwrite this field.
The Joint total is provided by the program based on your prior entries. You may not overwrite this field.
The total is provided by the program based on your prior entries. You may not overwrite this field.
EST13
WillmakerWillmakerWillmakerWillmakerWillmaker
! Continuation of Detailed Listing Section (2 of 6)
Business Interests:
Owner of
Type of Business Interest the Interest Amount
! ! ! $!
! Additional Explanation:
! ! $!
! Additional Explanation:
! ! $!
! Additional Explanation:
! ! $!
! Additional Explanation:
! ! $!
! Additional Explanation:
Willmaker $!
Spouse $!
Joint $!
Total Business Interests $!
Enter an X to include a section which requests information regarding the various business interests owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include information regarding the FIRST business interest owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter a brief description of the business interest. For example, "10% Interest - ABC Partnership".
If the Willmaker is not the owner of the business interest, enter a term that best describes the ownership of the interest.
Enter the value of the business interest.
Enter an X to include an additional explanation of the business interest owned by the Willmaker, the Willmaker's spouse, or owned jointly by both.
Briefly provide any additional explanation.
Enter an X to include information regarding the SECOND business interest owned by the Willmaker, the Willmaker's spouse, or owned jointly by both.
Enter an X to include information regarding the THIRD business interest owned by the Willmaker, the Willmaker's spouse, or owned jointly by both.
Enter an X to include information regarding the FOURTH business interest owned by the Willmaker, the Willmaker's spouse, or owned jointly by both.
Enter an X to include information regarding the FIFTH business interest owned by the Willmaker, the Willmaker's spouse, or owned jointly by both.
The Willmaker total is provided by the program based on your prior entries. You may not overwrite this field.
The Spouse total is provided by the program based on your prior entries. You may not overwrite this field.
The Joint total is provided by the program based on your prior entries. You may not overwrite this field.
The total is provided by the program based on your prior entries. You may not overwrite this field.
! Continuation of Detailed Listing Section (2 of 6)
Cars and Other Vehicles:
Owner of
Type of Vehicle the Vehicle Amount
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
Willmaker $!
Spouse $!
Joint $!
Total Cars and Other Vehicles $!
Enter an X to include a section which requests information regarding the cars and other vehicles owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include information regarding the FIRST type of vehicle owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter a brief description of the type of vehicle. For example, "1992 Olds Cutlass".
If the Willmaker is not the owner of the car or other vehicle, enter the term that best describes the ownership of the car or other vehicle.
Enter the value of the vehicle.
Enter an X to include information regarding the SECOND type of vehicle owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the THIRD type of vehicle owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FOURTH type of vehicle owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FIFTH type of vehicle owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SIXTH type of vehicle owned by the Willmaker, the Willmaker's spouse, or jointly by both.
The Willmaker total is provided by the program based on your prior entries. You may not overwrite this field.
The Spouse total is provided by the program based on your prior entries. You may not overwrite this field.
The Joint total is provided by the program based on your prior entries. You may not overwrite this field.
The total is provided by the program based on your prior entries. You may not overwrite this field.
! Continuation of Detailed Listing Section (2 of 6)
Personal Property and Household Furnishings:
Owner Amount
! Personal Property Willmaker $!
! Personal Property Spouse $!
! Personal Property Joint with Spouse $!
! Household Furnishings Willmaker $!
! Household Furnishings Spouse $!
! Household Furnishings Joint with Spouse $!
Willmaker Total $!
Spouse Total $!
Joint Total $!
Total Personal Property/Household Furnishings $!
Other Assets:
[Use this space to include boats, airplanes, expected inheritances, and other assets.]
Owner of
Type of Asset the Asset Amount
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
! ! ! $!
Willmaker Total $!
Spouse Total $!
Joint Total $!
Total Other Assets $!
Enter an X to include a section which requests information regarding the personal property and household furnishings owned by the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include information regarding personal property owned by the Willmaker.
Enter the value of the property.
Enter an X to include information regarding personal property owned by the Willmaker's spouse.
Enter an X to include information regarding personal property owned jointly by the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding household furnishings owned by the Willmaker.
Enter an X to include information regarding household furnishings owned by the Willmaker's spouse.
Enter an X to include information regarding household furnishings owned jointly by the Willmaker and the Willmaker's spouse.
The Willmaker total is provided by the program based on your prior entries. You may not overwrite this field.
The Spouse total is provided by the program based on your prior entries. You may not overwrite this field.
The Joint total is provided by the program based on your prior entries. You may not overwrite this field.
The total is provided by the program based on your prior entries. You may not overwrite this field.
This detailed listing requests information regarding the Willmaker's other assets. Enter an X to include information regarding other assets owned by the Willmaker and the Willmaker's spouse. For example, boats, airplanes, antiques, gun collection, etc.
Enter an X to include information regarding the FIRST other asset owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter a brief description of the asset.
If the Willmaker is not the owner of the asset, enter the term that best describes the ownership of the asset.
Enter the value of the asset.
Enter an X to include information regarding the SECOND other asset owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the THIRD other asset owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FOURTH other asset owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the FIFTH other asset owned by the Willmaker, the Willmaker's spouse, or jointly by both.
Enter an X to include information regarding the SIXTH other asset owned by the Willmaker, the Willmaker's spouse, or jointly by both.
EST16
! Continuation of Detailed Listing Section (2 of 6)
Liabilities:
Owner of
Type of Debt the Debt Amount
! Credit Cards Willmaker $!
! Credit Cards Spouse $!
! Credit Cards Joint with Spouse $!
! Mortgages Willmaker $!
! Mortgages Spouse $!
! Mortgages Joint with Spouse $!
! Other Bank Loans Willmaker $!
! Other Bank Loans Spouse $!
! Other Bank Loans Joint with Spouse $!
! School Loans Willmaker $!
! School Loans Spouse $!
! School Loans Joint with Spouse $!
! Other Debts Willmaker $!
! Other Debts Spouse $!
! Other Debts Joint with Spouse $!
Willmaker Total $!
Spouse Total $!
Joint Total $!
Total Liabilities $!
Enter an X to include a section which requests information regarding the various liabilities of the Willmaker and the Willmaker's spouse. Press [Ctrl+F1] for more information.
Enter an X to include information regarding the total credit card debts of the Willmaker.
Enter the total amount of debt.
Enter an X to include information regarding the total credit card debts of the Willmaker's spouse.
Enter an X to include information regarding the joint credit card debts of the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the total mortgage debts of the Willmaker.
Enter an X to include information regarding the total mortgage debts of the Willmaker's spouse.
Enter an X to include information regarding the joint mortgage debts of the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the total other bank loan debts of the Willmaker.
Enter an X to include information regarding the total other bank loan debts of the Willmaker's spouse.
Enter an X to include information regarding the joint other bank loan debts of the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the total school loan debts of the Willmaker.
Enter an X to include information regarding the total school loan debts of the Willmaker's spouse.
Enter an X to include information regarding the joint school loan debts of the Willmaker and the Willmaker's spouse.
Enter an X to include information regarding the total other debts of the Willmaker.
Enter an X to include information regarding the total other debts of the Willmaker's spouse.
Enter an X to include information regarding the joint other debts of the Willmaker and the Willmaker's spouse.
The Willmaker total is provided by the program based on your prior entries. You may not overwrite this field.
The Spouse total is provided by the program based on your prior entries. You may not overwrite this field.
The Joint total is provided by the program based on your prior entries. You may not overwrite this field.
The total is provided by the program based on your prior entries. You may not overwrite this field.
EST17
! Continuation of Detailed Listing Section (2 of 6)
Net Estate (total assets less total liabilities):
Willmaker Spouse Joint with
Only Only Spouse Total
Assets $! $! $! $!
Liabilities $! $! $! $!
Net Estate $! $! $! $!
Enter an X to include a section which summarizes the value of the estate, based on your prior entries. Press [Ctrl+F1] for more information.
The total has been provided by the program. You may not overwrite this field.
The net value has been provided by the program. You may not overwrite this field.
#EST18
! Distribution of the Estate Assets Section (3 of 6)
!. DISTRIBUTION OF THE ESTATE ASSETS: The persons or organizations (beneficiaries) who will receive the assets of the estate must be identified.
First Priority. My first priority is to provide for:
! my spouse.
! my spouse (on the assumption that my spouse will provide for my children).
! my children.
! my spouse and children.
! the following beneficiaries (including charities, stepchildren, parents, and other relatives):
! Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Enter an X if the Willmaker's spouse is the highest priority.
Enter an X if the Willmaker's spouse is the highest priority, based on an assumption that the spouse will provide for the Willmaker's children. Frequently, children (particularly minor children) are not beneficiaries unless the spouse is not living at the time of the Willmaker's death.
Enter an X if the Willmaker's children are the highest priority.
Enter an X if the Willmaker intends to benefit both the spouse and children as similar priorities. In other words, distributions will be made to the children even if the Willmaker's spouse survives the Willmaker's death.
Enter an X to provide the names of other intended beneficiaries as the highest priority, including charities, stepchildren, parents, and other relatives.
Enter an X to provide information regarding the FIRST beneficiary.
Enter the beneficiary's name or use the P.I. Manager to select and paste a record.
Enter the beneficiary's street address or edit the information as desired.
Enter the beneficiary's extended street address or edit the information as desired.
Enter the beneficiary's city or edit the information as desired.
Enter the beneficiary's state/province or edit the information as desired.
Enter the beneficiary's zip/postal code or edit the information as desired.
Enter an X to include the country in which the beneficiary resides, if outside the United States.
Enter the country or edit the information as desired.
Enter a term that best describes the relationship between you and the beneficiary.
Enter an X to provide information regarding the SECOND beneficiary.
Enter an X to provide information regarding the THIRD beneficiary.
Enter an X to provide information regarding the FOURTH beneficiary.
Enter an X to provide information regarding the FIFTH beneficiary.
Enter an X to provide information regarding the SIXTH beneficiary.
Enter an X to provide information regarding the SEVENTH beneficiary.
Enter an X to provide information regarding the EIGHTH beneficiary.
EST19
! Continuation of Estate Assets Distribution Section (3 of 6)
! Second Priority. My second priority is to provide for:
! my spouse.
! my children.
! my spouse and children.
! the following beneficiaries (including charities, stepchildren, parents, and other relatives):
! Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Other beneficiary
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Enter an X to include information regarding the identity of the persons or entities ("beneficiaries") who are the Willmaker's second priority, after providing distributions to the beneficiaries identified as the Willmaker's first priority. Press [Ctrl+F1] for more information.
Enter an X if the Willmaker's spouse is the second highest priority.
Enter an X if the Willmaker's children are the second highest priority.
Enter an X if the Willmaker intends to benefit both the spouse and children as second priorities.
Enter an X to provide the names of other intended beneficiaries as the second highest priority, including charities, stepchildren, parents, and other relatives.
Enter an X to provide information regarding the FIRST beneficiary.
Enter the beneficiary's name or use the P.I. Manager to select and paste a record.
Enter the beneficiary's street address or edit the information as desired.
Enter the beneficiary's extended street address or edit the information as desired.
Enter the beneficiary's city or edit the information as desired.
Enter the beneficiary's state/province or edit the information as desired.
Enter the beneficiary's zip/postal code or edit the information as desired.
Enter an X to include the beneficiary's country, if outside the United States.
Enter the country or edit the information as desired.
Enter a term that best describes the relationship between you and the beneficiary.
Enter an X to provide information regarding the SECOND beneficiary.
Enter an X to provide information regarding the THIRD beneficiary.
Enter an X to provide information regarding the FOURTH beneficiary.
Enter an X to provide information regarding the FIFTH beneficiary.
Enter an X to provide information regarding the SIXTH beneficiary.
Enter an X to provide information regarding the SEVENTH beneficiary.
Enter an X to provide information regarding the EIGHTH beneficiary.
EST20
! Continuation of Estate Assets Distribution Section (3 of 6)
! [Optional] Specific Bequests. Although the prior information states my general intent, I would also like to include the following specific bequests.
Description of
Item: !
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Description of
Item: !
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Description of
Item: !
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Description of
Item: !
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Description of
Item: !
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Description of
Item: !
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Description of
Item: !
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Description of
Item: !
Name: !
Address:Street 1: !
Street 2: !
City: !,
State: !
Zip Code: !
! Country: !
Relationship: !
Enter an X to allow you, the Willmaker, to provide information regarding beneficiaries who should receive specific bequests. A specific bequest is a gift under a will of a specific asset to a specific person or entity. For example, a wedding ring, $1,000, an antique, or a car. Press [Ctrl+F1] for more information.
Enter an X to include information regarding the FIRST specific bequest.
Enter a short description of the item. For example, a wedding ring, $1,000, an antique, or a car.
Enter the name of the person or entity ("beneficiary") who will receive the specific bequest or use the P.I. Manager to select and paste a record.
Enter the beneficiary's street address or edit the information as desired.
Enter the beneficiary's extended street address or edit the information as desired.
Enter the beneficiary's city or edit the information as desired.
Enter the beneficiary's state/province or edit the information as desired.
Enter the beneficiary's zip/postal code or edit the information as desired.
Enter an X to include the beneficiary's country, if outside the United States.
Enter the country or edit the information as desired.
Enter a term that best describes the relationship between you and the beneficiary.
Enter an X to include information regarding the SECOND specific bequest.
Enter an X to include information regarding the THIRD specific bequest.
Enter an X to include information regarding the FOURTH specific bequest.
Enter an X to include information regarding the FIFTH specific bequest.
Enter an X to include information regarding the SIXTH specific bequest.
Enter an X to include information regarding the SEVENTH specific bequest.
Enter an X to include information regarding the EIGHTH specific bequest.
EST21
! Continuation of Estate Assets Distribution Section (3 of 6)
! [Optional] Distribution Summary. In general terms, I would like to have the assets of my estate distributed as follows.
[Optional additional sentence] This summary assumes that the specific bequests noted above have already been made.
Percentage
of Estate Name
! !% !
! !% !
! !% !
! !% !
! !% !
! !% !
! !% !
! !% !
! !% !
! !% !
Total !%
Enter an X to include a section which provides the opportunity to summarize (in general terms) how the estate of the Willmaker should be distributed. Press [Ctrl+F1] for more information.
Enter an X to include a sentence that clarifies your intent that specific bequests are not part of the summary that follows.
Enter an X to include the percentage of the estate and the name of the FIRST beneficiary who will receive assets.
Enter the percentage of the estate that should be distributed to the beneficiary.
Enter the beneficiary name or use the P.I. Manager to select and paste a record.
Enter an X to include the percentage of the estate and the name of the SECOND beneficiary who will receive assets.
Enter an X to include the percentage of the estate and the name of the THIRD beneficiary who will receive assets.
Enter an X to include the percentage of the estate and the name of the FOURTH beneficiary who will receive assets.
Enter an X to include the percentage of the estate and the name of the FIFTH beneficiary who will receive assets.
Enter an X to include the percentage of the estate and the name of the SIXTH beneficiary who will receive assets.
Enter an X to include the percentage of the estate and the name of the SEVENTH beneficiary who will receive assets.
Enter an X to include the percentage of the estate and the name of the EIGHTH beneficiary who will receive assets.
Enter an X to include the percentage of the estate and the name of the NINTH beneficiary who will receive assets.
Enter an X to include the percentage of the estate and the name of the TENTH beneficiary who will receive assets.
The total is provided by the program based on your prior entries. You may not overwrite this field.
EST22
! Optional Providing for Minor Children Section (4 of 6)
!. PROVIDING FOR MINOR CHILDREN:
Trust for Minor Children. I wish to include Will provisions that will create a "trust for minor children".
! [Optional sentence] This trust should be included only if my spouse does not survive my death.
I understand that this type of trust manages all or a portion of the Willmaker's assets for the benefit of the Willmaker's children, until the youngest child attains an age specified by the Willmaker for the outright distribution of the trust assets to the children.
! [First option] The trust assets should be distributed outright to my children when my youngest child reaches age ! years.
! [Second option] Rather than distributing all of each child's share at one time, the assets should be distributed in ! distributions at the following ages: !, !, !, !, !.
Trustee: A trustee is the person or entity named in a Will who has the responsibility to manage the trust assets and to make distributions as required by the terms of the trust.
First Choice:
Name: !
City: !
State: !
Second Choice:
Name: !
City: !
State: !
[Optional] I would like the above two choices to serve together as "co-trustees".
Third Choice:
Name: !
City: !
State: !
Guardian: A guardian is a person named in a Will who has the legal responsibility to take care of minor children until the children reach the age of "majority", usually age 18 years.
First Choice:
Name: !
City: !
State: !
Second Choice:
Name: !
City: !
State: !
[Optional] I would like the above two choices to serve together as "co-guardians".
Third Choice:
Name: !
City: !
State: !
Enter an X to include a section regarding a trust to provide for any minor children of the Willmaker. Press [Ctrl+F1] for more information.
Enter an X to include an optional sentence that states that a children's trust should be included ONLY if the Willmaker's spouse does not survive the Willmaker. If the spouse is still living, it is common not to include a trust for the children.
Enter an X to specify that the remaining trust assets should be distributed outright to the Willmaker's children after the youngest child has reached a specified age, rather than distributing the remaining assets in several distributions over a period of time.
Enter the age that the Willmaker's youngest child should attain prior to making the final distribution of the trust assets. Press [Ctrl+F1] for more information.
Enter an X to specify that the remaining trust assets should be distributed in several distributions over a period of time, rather than in one distribution only at the time that the youngest child attains a specified age. Press [Ctrl+F1] for more information.
Enter the number of distributions (up to a maximum of "5") that each child should receive. For example, a child could be given ("3") distributions, one at age 25, one at age 30, and one at age 35. Press [Ctrl+F1] for more information.
Enter the age that a child should attain before receiving the FIRST distribution of the remaining assets. Press [Ctrl+F1] for more information.
Enter the age that a child should attain before receiving the SECOND distribution of the remaining assets. Press [Ctrl+F1] for more information.
Enter the age that a child should attain before receiving the THIRD distribution of the remaining assets, if appropriate. Press [Ctrl+F1] for more information.
Enter the age that a child should attain before receiving the FOURTH distribution of the remaining assets, if appropriate. Press [Ctrl+F1] for more information.
Enter the age that a child should attain before receiving the FIFTH distribution of the remaining assets, if appropriate. Press [Ctrl+F1] for more information.
Enter the FIRST trustee's name or use the P.I. Manager to select and paste a record.
Enter the FIRST trustee's city or edit the information as desired.
Enter the FIRST trustee's state/province or edit the information as desired.
Enter an X to provide information regarding a second (or alternate) choice.
Enter the SECOND trustee's name or use the P.I. Manager to select and paste a record.
Enter the SECOND trustee's city or edit the information as desired.
Enter the SECOND trustee's state/province or edit the information as desired.
Enter an X to specify that the first two trustee choices should serve together as co-trustees.
Enter an X to provide information regarding a third choice for trustee.
Enter the THIRD trustee's name or use the P.I. Manager to select and paste a record.
Enter the THIRD trustee's city or edit the information as desired.
Enter the THIRD trustee's state/province or edit the information as desired.
Enter the FIRST guardian's name or use the P.I. Manager to select and paste a record.
Enter the FIRST guardian's city or edit the information as desired.
Enter the FIRST guardian's state/province or edit the information as desired.
Enter an X to provide information for a second (or alternate) choice.
Enter the SECOND guardian's name or use the P.I. Manager to select and paste a record.
Enter the SECOND guardian's city or edit the information as desired.
Enter the SECOND guardian's state/province or edit the information as desired.
Enter an X to specify that the first two guardian choices should serve together as co-guardians.
Enter an X to provide information regarding a third choice for guardian. A third choice will be an alternate. The first, second, and third guardians will not serve all at once.
Enter the THIRD guardian's name or use the P.I. Manager to select and paste a record.
Enter the THIRD guardian's city or edit the information as desired.
Enter the THIRD guardian's state/province or edit the information as desired.
EST23
! Executor Section (5 of 6)
!. EXECUTOR: An executor is the person or entity named in a Will who has the responsibility to carry out the terms of the Will (i.e., collect the Willmaker's assets, pay the debts, and distribute the remaining assets to the beneficiaries). In some states, the executor is also known as a "personal representative".
First Choice:
Name: !
City: !
State: !
Second Choice:
Name: !
City: !
State: !
I would like the above two choices to serve together as "co-executors".
Third Choice:
Name: !
City: !
State: !
Enter the FIRST executor's name or use the P.I. Manager to select and paste a record.
Enter the FIRST executor's city or edit the information as desired.
Enter the FIRST executor's state/province or edit the information as desired.
Enter an X to provide information of a second (or alternate) choice.
Enter the SECOND executor's name or use the P.I. Manager to select and paste a record.
Enter the SECOND executor's city or edit the information as desired.
Enter the SECOND executor's state/province or edit the information as desired.
Enter an X to specify that the first two executor choices should serve together as co-executors.
Enter an X to provide information of a third choice for executor.
Enter the THIRD executor's name or use the P.I. Manager to select and paste a record.
Enter the THIRD executor's city or edit the information as desired.
Enter the THIRD executor's state/province or edit the information as desired.
EST24
! Optional Estate Planning Questions Section (6 of 6)
!. ESTATE PLANNING QUESTIONS. I would like for my estate planner to provide more information and/or explanation regarding the following topics:
[NOTE: Additional information regarding these topics can be obtained by pressing [Ctrl+F1] when the cursor is on the checkbox for the appropriate topic.]
- the "living trust" -- a trust created during a person's lifetime that can act as a Will substitute.
- the "marital deduction" -- a tax law provision that allows an unlimited amount to be distributed under a Will (or Living Trust) to a spouse, without being subject to federal estate taxes.
- the "credit trust" -- a trust created under a Will (or as part of a Living Trust) that allows a husband and wife to maximize the amount of estate assets that will not be subject to federal estate taxes.
- the "marital trust" -- a trust created under a Will (or as part of a Living Trust) that provides support for a surviving spouse and also specifies how the marital trust assets should be distributed after the spouse's death.
- the "generation skipping tax" -- a tax on transfers to grandchildren and other "skip persons" after the aggregate amount of such gifts and bequests exceeds $1,000,000.
- the "life insurance trust" -- a mechanism for owning life insurance policies so that the death benefits payable on the policies are not subject to federal estate tax.
- the "charitable trust" -- a trust that provides income or other benefits to a charitable organization, and also provides income tax and estate tax advantages to the person who contributes assets to the trust.
- other:
Enter an X to include this optional section which allows you, the Willmaker, to identify estate planning topics that are of interest to you and about which you would like to receive additional information from your attorney. Press [Ctrl+F1] for more information.
Enter an X if you would like to have additional information regarding the "living trust". Press [Ctrl+F1] for more information.
Enter an X if you would like to have additional information regarding the "marital deduction". Press [Ctrl+F1] for more information.
Enter an X if you would like to have additional information regarding the "credit trust". Press [Ctrl+F1] for more information.
Enter an X if you would like to have additional information regarding the "marital trust". Press [Ctrl+F1] for more information.
Enter an X if you would like to have additional information regarding the "generation skipping tax". Press [Ctrl+F1] for more information.
Enter an X if you would like to have additional information regarding the "life insurance trust". Press [Ctrl+F1] for more information.
Enter an X if you would like to have additional information regarding the "charitable trust". Press [Ctrl+F1] for more information.
Enter an X if you would like to have additional information regarding some other estate planning topic.
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