If desired, enter the spouse's name or use the P.I. Manager to select and paste a record. Press [Ctrl+F1] for more information regarding the rights of the spouse.
{NEXT_?}
SWL01010
Yes, specific bequests will be made only if the Willmaker's:spouse does not survive.spouse and children do not survive.
S_WILL02
kWill specific bequests be made only if the Willmaker's spouse and/or children do not survive the Willmaker?
SWL02036
Alternate beneficiaryName: |#| Residuary estate
S_WILL02
If the previous beneficiary does not survive the Willmaker, will an alternate beneficiary be named, or will the bequest be added to the Willmaker's residuary estate?
SWL02037
shall be distributed to:#|
S_WILL02
/What is the bequest and who is the beneficiary?
SWL02222
SWL02036
Yes, include additional bequests.
S_WILL02
4Do you wish to include additional specific bequests?
{NEXT_?}
S_WILL02
SWL02023
{NEXT_?}
Yes, include specific bequests section.
S_WILL02
5Do you wish to include specific bequests in the Will?
SWL02002
{NEXT_?}
shall be distributed to:#|
S_WILL03
/What is the bequest and who is the beneficiary?
Alternate beneficiary
Name: |
#| Residuary estate
S_WILL03
If the previous beneficiary does not survive the Willmaker, will an alternate beneficiary be named, or will the bequest be added to the Willmaker's residuary estate?
Yes, include additional bequests.
S_WILL03
4Do you wish to include additional specific bequests?
{NEXT_?}
shall be distributed to:#|
S_WILL04
/What is the bequest and who is the beneficiary?
Alternate beneficiary
Name: |
#| Residuary estate
S_WILL04
If the previous beneficiary does not survive the Willmaker, will an alternate beneficiary be named, or will the bequest be added to the Willmaker's residuary estate?
Yes, include additional bequests.
S_WILL04
4Do you wish to include additional specific bequests?
{NEXT_?}
shall be distributed to:#|
S_WILL05
/What is the bequest and who is the beneficiary?
Alternate beneficiary
Name: |
#| Residuary estate
S_WILL05
If the previous beneficiary does not survive the Willmaker, will an alternate beneficiary be named, or will the bequest be added to the Willmaker's residuary estate?
Yes, include additional bequests.
S_WILL05
4Do you wish to include additional specific bequests?
{NEXT_?}
shall be distributed to:#|
S_WILL06
/What is the bequest and who is the beneficiary?
Alternate beneficiary
Name: |
#| Residuary estate
S_WILL06
If the previous beneficiary does not survive the Willmaker, will an alternate beneficiary be named, or will the bequest be added to the Willmaker's residuary estate?
Yes, include additional bequests.
S_WILL06
4Do you wish to include additional specific bequests?
{NEXT_?}
shall be distributed to:#|
S_WILL07
/What is the bequest and who is the beneficiary?
Alternate beneficiary
Name: |
#| Residuary estate
S_WILL07
If the previous beneficiary does not survive the Willmaker, will an alternate beneficiary be named, or will the bequest be added to the Willmaker's residuary estate?
SpouseChildren (in equal shares)Named beneficiaries (in equal shares or percentages)
S_WILL08
NWho is the first choice to receive the Willmaker's tangible personal property?
Enter an X if named beneficiaries (persons and/or entities) are the first choice to receive the tangible personal property. If you select this option, you will be asked to name the beneficiaries and the method of distribution (either in equal shares or specific percentages).
{NEXT_?}
Yes, include tangible personal property section.
S_WILL08
fDo you wish to include specific instructions regarding the distribution of tangible personal property?
SWL08003
{NEXT_?}
Children (in equal shares)Beneficiaries of the residuary estateNamed beneficiaries (in equal shares or percentages)
S_WILL09
aIf the Willmaker's spouse does not survive the Willmaker, who will receive the tangible property?
Enter an X if the tangible personal property should be distributed to named beneficiaries (persons and/or entities) if the spouse does not survive the Willmaker. If you select this option, you will be asked to name the beneficiaries and the method of distribution.
{NEXT_?}
Beneficiaries of the residuary estateNamed beneficiaries (in equal shares or percentages)
S_WILL10
sIf none of the Willmaker's children or grandchildren survive the Willmaker, who will receive the tangible property?
Enter an X if the tangible personal property should be distributed to named beneficiaries if the children and grandchildren do not survive the Willmaker. If you select this option, you will be asked to name the beneficiaries in the next few questions.
{NEXT_?}
Equal sharesPercentages
S_WILL11
UHow will the Willmaker's tangible property be distributed to the named beneficiaries?
Select the appropriate method of distribution.
SWL11100
%0;FQ
'2=HS|% [Percentages selected]
(3>ITName: |
)4?JUAddress 1: |
*5@KVAddress 2: |
+6ALWCity: |
!,7BMXState: |
"-8CNYZip: |
#.9DOZ[Include country]
$/:EP[Country: |\\\\\\\|% [Percentages total]
S_WILL11
\0What is the name and address of the beneficiary?
{NEXT_?}
SWL11100
SpouseChildren (in equal shares)Trustee (Children's Trust option)Named beneficiaryHeirs-at-lawNamed beneficiaries (in equal shares or percentages)
S_WILL12
DWho is the first choice to receive the Willmaker's residuary estate?
AWhat is the name and address of the residuary estate beneficiary?
{NEXT_?}
Heirs-at-lawNamed beneficiaries (in equal shares or percentages)
S_WILL15
uIf the Willmaker's named beneficiary does not survive the Willmaker, who will the residuary estate be distributed to?
{NEXT_?}
If a child of the Willmaker does not survive the Willmaker, the deceased child's share shall be distributed in equal shares to the child(ren) of the deceased child. If the deceased child has no surviving children of his or her own, his or her share shall be distributed to the Willmaker's other children, or to the Willmaker's grandchildren, if necessary. The next question asks how the children's share should be distributed if the Willmaker has no surviving descendants.
S_WILL16
SWL16190
Equal sharesPercentages
S_WILL16
THow will the Willmaker's residuary estate be distributed to the named beneficiaries?
SWL16177
SWL16187
SWL16003
Yes, Children's Trust will receive a share or percentage.
S_WILL16
GWill part of the residuary estate be distributed to a Children's Trust?
Enter an X if a share or percentage of the residuary estate will be distributed to the Trustee, to be retained, managed, and distributed under the provisions of Article III (Trust for Children).
SWL16222
SWL16006
S_WILL16
SWhat percent of the Willmaker's residuary estate will the Children's Trust receive?
Enter the percentage of the residuary estate to be distributed to the trustee, to be retained, managed and distributed under the provisions of Article III (Trust for Children).
SWL16006
/>M\kz
1@O^m|
|% [Percentages selected]2AP_n}
Name: |3BQ`o~
Address 1: |4CRap
Address 2: |5DSbq
City: |6ETcr
State: |
#|% [Percentages Total]
S_WILL16
"#$%&'
0What is the name and address of the beneficiary?
=L[jy
In equal shares to the other distributee(s) listed under this provision.7FUds
#| To the following beneficiary:8GVet
Name: |9HWfu
Address 1: |:IXgv
Address 2: |;JYhw
City: |<KZix
State: |
S_WILL16
.()*+,-dIf this person or organization does not survive the Willmaker, how should this share be distributed?
Enter an X if the share or percentage will be distributed in equal shares to the other distributee(s) if the named beneficiary does not survive the Willmaker. This option should not be selected unless at least two beneficiaries will receive a share or percentage.
Yes, the Willmaker's spouse will receive a share or percentage.
S_WILL16
AWill the Willmaker's spouse receive part of the residuary estate?
Enter an X if a share or percentage of the residuary estate will be distributed to the Willmaker's spouse.
SWL16223
SWL16187
SWL16003
S_WILL16
IWhat percent of the residuary estate will the Willmaker's spouse receive?
Enter the percentage of the residuary estate to be distributed to the Willmaker's spouse.
SWL16180
In equal shares to the other distributee(s) listed under this provision.#| To the following beneficiary:Name: |Address 1: |Address 2: |City: |State: |
S_WILL16
_If the Willmaker's spouse does not survive the Willmaker, how should this share be distributed?
SWL16187
SWL16003
Yes, the Willmaker's child(ren) will receive a share or percentage.
S_WILL16
CWill the Willmaker's children receive part of the residuary estate?
SWL16224
SWL16003
S_WILL16
KWhat percent of the residuary estate will the Willmaker's children receive?
Enter the percentage of the residuary estate to be distributed to the Willmaker's child(ren).
SWL16000
In equal shares to the other distributee(s) listed under this provision.To the Willmaker's heirs-at-lawunder | law.To the following beneficiary:Name: |Address 1: |Address 2: |City: |State: |
S_WILL16
_If the Willmaker's children do not survive the Willmaker, how should this share be distributed?
SWL16003
S_WILL16
SWL16005
SWL16006
S_WILL16
SWL16179
SWL16180
S_WILL16
SWL16189
SWL16000
the Willmaker's child.the Willmaker's children.any future children born to or adopted by the Willmaker.
S_WILL17
gThe primary purpose of this Trust is to provide for the health, support, maintenance, and education of:
Enter an X if the primary purpose of the Trust is to provide for the Willmaker's child. You will be asked to enter the name of the child, and you will be given an opportunity to provide for any future children as well. Press [Ctrl+F1] for more information.
Enter an X if the primary purpose of the Trust is to provide for the Willmaker's children. You will be asked to enter the names of the children, and you will be given an opportunity to provide for any future children as well. Press [Ctrl+F1] for more information.
]Whose heirs-at-law will receive the remainder of the Children's Trust and in what percentage?
Enter an X if all or a part of the remaining trust assets should be distributed to the heirs-at-law of the Willmaker. The Willmaker's heirs-at-law are the persons who would be entitled to the assets of the Willmaker's estate if the Willmaker died Intestate (without leaving a valid Will).
Enter the percentage of the remaining trust assets, if any, that should be distributed to the heirs-at-law of the Willmaker.
Enter an X if all or a part of the remaining trust assets should be distributed to the heirs-at-law of the Willmaker's spouse. The spouse's heirs-at-law are the persons who would be entitled to the assets of the spouse's estate if the spouse died Intestate (without leaving a valid Will).
Enter the percentage of the remaining trust assets, if any, that should be distributed to the heirs-at-law of the Willmaker's spouse.
the remaining nominee shall serve as Sole Trustee.the following nominee shall serve as a replacement Co-Trustee.
S_WILL19
8If one of the Co-Trustees does not serve for any reason,
Select the phrase that best completes the sentence.
SWL19087
SWL19084
With bondWithout bond
S_WILL19
MWill the remaining Co-Trustee serve with or without bond as the Sole Trustee?
{NEXT_?}
Name: |City: |State: |
S_WILL19
tWho will serve as the replacement Co-Trustee in the event that one of the Co-Trustees does not serve for any reason?
SWL19092
With bondWithout bond
S_WILL19
!9Will the Alternate Co-Trustee serve with or without bond?
{NEXT_?}
S_WILL19
SWL19068
{NEXT_?}
Sole ExecutorCo-Executors
S_WILL20
8Do you wish to nominate a Sole Executor or Co-Executors?
Enter an X if there will be only one Executor. The Executor (Personal Representative) is responsible for carrying out the terms of the Will. Press [Ctrl+F1] for more information.
SWL20003
SWL20015
Name: |City: |State: |
S_WILL20
$Who will serve as the Sole Executor?
SWL20034
Name: |City: |State: |
S_WILL20
1Who, if anyone, will serve as Alternate Executor?
It is advisable to name an alternate in case the first choice is unable to serve. Enter the Alternate Executor's name or use the P.I. Manager to select and paste a record.
If either Co-Executor does not serve,#| the remaining nominee shall serve as Sole Executor.a replacement Co-Executor will be nominated.
S_WILL20
If one of the Co-Executors is unable to serve, will the remaining Co-Executor serve as Sole Executor, or will a replacement Co-Executor be named?
Enter an X if a replacement co-executor will be named if one of the co-executors is unable to serve. You will be asked to name the replacement in the next question.
SWL20027
SWL20041
Name: |City: |State: |
S_WILL20
!"#kWho will serve as the replacement Co-Executor in the event that one of the Co-Executors is unable to serve?
SWL20043
S_WILL20
Do you wish to use the term "Executor" or "Personal Representative" for the person responsible for carrying out the terms of the Will?
SWL20002
With bondWithout bond
S_WILL20
-Will the Executor serve with or without bond?
SWL20008
With bondWithout bond
S_WILL20
7Will the Alternate Executor serve with or without bond?
{NEXT_?}
With bondWithout bond
S_WILL20
1Will the Co-Executors serve with or without bond?
SWL20025
With bondWithout bond
S_WILL20
OWill the remaining Co-Executor serve with or without bond as the Sole Executor?
{NEXT_?}
With bondWithout bond
S_WILL20
%&:Will the Alternate Co-Executor serve with or without bond?
{NEXT_?}
S_WILL20
SWL20037
{NEXT_?}
Yes, nomination will depend on spouse's survival.
S_WILL21
aDo you wish to nominate a Guardian only if the Willmaker's spouse does not survive the Willmaker?
SWL21003
Sole GuardianCo-Guardians
S_WILL21
8Do you wish to nominate a Sole Guardian or Co-Guardians?
A Guardian is the person who will have custody of the Willmaker's minor children, if a natural Guardian or parent is not available. The choice of a Guardian will not have priority over the custody rights of a parent. Select "Sole Guardian" if there will only be one Guardian. Select "Co-Guardians" if there will be two Guardians.
SWL21016
SWL21004
Name: |City : |State: |
S_WILL21
$Who will serve as the Sole Guardian?
SWL21009
Name: |City: |State: |
S_WILL21
bWho will serve as Alternate Guardian in the event that the Guardian does not serve for any reason?
EDo you wish to nominate a guardian of the Willmaker's minor children?
SWL21002
{NEXT_?}
S_WILL22
{NEXT_?}
S_WILL23
{NEXT_?}
Joint Tax ReturnsHold Trust Assets as a Single FundCompensationLoans to BeneficiariesMethods of DistributionContinue Operation of Business
S_WILL24
4Will the Trustee/Executor have the following powers?
{NEXT_?}
Yes, it will be administered in Texas.
S_WILL25
(Will this Will be administered in Texas?
{NEXT_?}
Yes. No person or organization shall be deemed to have survived the Willmaker, unless such person or entity is also surviving on the thirtieth day after the death of the Willmaker.
S_WILL25
yWill beneficiaries be required to survive the Willmaker by 30 days in order to receive any distributions under this Will?
Enter an X to state that a beneficiary must survive the Willmaker by 30 days in order to receive the distribution.
SWL25008
Yes.#It should be presumed that the Willmakerpredeceased the Willmaker's spouse.survived the Willmaker's spouse.
S_WILL25
Do you wish to specify who should be presumed to have died first if the Willmaker and the Willmaker's spouse die simultaneously?
SWL25006
Spouse includedSpouse NOT includedWillmaker is not married
S_WILL26
5Will the Willmaker's spouse be included in this Will?
{NEXT_?}
Yes, include spouse identity section.
S_WILL26
fDo you wish to specify the Willmaker's marital status and whether the spouse is included in this Will?
SWL26002
{NEXT_?}
Name: |
S_WILL27
*What is the name of the Willmaker's child?
Enter the name of the child or edit the information as desired. Use the P.I. Manager to select and paste a record. If you chose the Children's Trust option, the program transfers the child's name from a previous section.
SWL27007
Child(ren) includedChild(ren) NOT included
S_WILL27
aWill the Willmaker's child(ren) and/or future children be included as beneficiaries in this Will?
SWL27035
{NEXT_?}
No childrenOne childTwo or more children
S_WILL27
RHow many children does the Willmaker have at the time of the signing of this Will?
SWL27099
SWL27004
SWL27010
Yes, all references in this Will to "my child" or "my children" include any child(ren) born to or adopted by me after the signing of this Will.
S_WILL27
~Should any references to the Willmaker's children in this Will be interpreted to include any future children of the Willmaker?
{NEXT_?}
One child to be excludedSeveral children to be excluded
S_WILL27
1How many children will be excluded from the Will?
SWL27036
SWL27040
Name: |
S_WILL27
AWhat is the name of the child who will be excluded from the Will?
{NEXT_?}
This child is not included:This child is not included:This child is not included:This child is not included:This child is not included:
S_WILL27
!QWhich of the Willmaker's children are not included as beneficiaries in this Will?
SWL27072
This child is not included:This child is not included:This child is not included:This child is not included:This child is not included:
S_WILL27
"#$%&'()*+QWhich of the Willmaker's children are not included as beneficiaries in this Will?
Enter the name of one of the Willmaker's children or use the P.I. Manager to select and paste a record. If you chose the Children's Trust option, the program transfers the names of the children from that section.
SWL27007
Yes, include the section.
S_WILL27
8Do you wish to state whether the Willmaker has children?
SWL27009
{NEXT_?}
Yes. The failure of this Will to provide for any distribution to the following person(s) or organization(s) is intentional:
S_WILL28
lDo you wish to specify any individuals or organizations who have been intentionally excluded from this Will?
{NEXT_?}
Yes. If any bequest requires that the bequest be distributed between two or more beneficiaries, the specific items of property comprising the respective shares shall be determined by such beneficiaries if they can agree, and if not, by the Executor.
S_WILL29
Do you wish to state that any disputes regarding the distribution of a bequest between beneficiaries will be resolved by the Executor if the beneficiaries cannot agree?
{NEXT_?}
Yes, the following person will sign on the Willmaker's behalf:#Name: |
S_WILL30
8Will someone else be signing the Will for the Willmaker?
:What is the name and address of the third witness, if any?
{NEXT_?}
This section provides an acknowledgement paragraph that is completed by a Notary Public (or other officer authorized to take and certify acknowledgements and administer oaths) at the time the document is signed.
(.txt)