Shareware Overload Trio 2/Shareware Overload Trio Volume 2 (Chestnut CD-ROM).ISO/dir33/lawfirm.zip/WILHLP

Text File | 1990-08-19 | 26KB | 534 lines

Question 1:
     This is the first question in a series to aid the user in
determining whether a simple will is the appropriate document for
your estate plan.  If you are certain that it is, then simply
answer yes ("Y" or "y") to this question and the program will
continue.
Question 2:
     Having answered no to the Question #1, the first consideration
in whether a simple will is sufficient is the amount of your
anticipated estate.  Obviously, your estate will grow between now
and the time that you need the will.  Thus, the program only
considers very general numbers as an idea of the estate's size.
Question 3:
     This question deals with whether you wish to include some form
of trust in your estate.  The program is not designed to write
trusts because the considerations necessary to determine the kind
of trust and the complexities involved are best left to experts in
that area.
Question 4:
     After questions 2 and 3 have been answered to suggest
that your estate plan is similar to those of most persons, this
statement simply informs you that the program will now begin asking
the questions necessary to create a simple will.
Question 5:
     Here, answers to Question 2 or 3 suggest that your estate may
require more complex planning outside the scope of this program.
However, a simple will can provide an effective intermediate step
prior to seeking the aid of an attorney, or it can actually help
you in preparing to speak with the attorney.  You can therefore
continue with the program to create such a will.  (To exit from the
program, press "Esc" several times to return to the opening menu,
where an additional "Esc" will allow you to exit from Personal
Lawyer, altogether.)
Question 6:
     Obviously, the will must be current.  Thus, the date used
should always be the day that the will is written.  In this way, if
a subsequent will is ever written, the user will know which one is
the latest and hence the most accurate.  In all states, the most
current will is the one that the court will use.
Question 7:
     This question calls for the person's full name so the will can
be properly identified.  If you are writing a will for another
person, please enter his or her name here.
Question 8:
     The purpose of this question is to allow the finished will to
properly refer to the testator (person writing the will) by pronoun
where appropriate.
Question 9:
     The laws governing the disposition of property in Community
Property States is somewhat different from the laws in other
States.  Therefore, you must designate if you live in such a state,
so the program can insure that the will is legally appropriate.
Question 10:
     The laws concerning wills differ among the various States.  It
is therefore crucial that the appropriate state or jurisdiction is
identified so the applicable laws are used.
Question 11:
     In most States, the court that has jurisdiction, or control
over the interpretation of the will, is located in the county or
parish of residence of the writer. Thus, this must be included.
Question 12:
     There are two reasons for requiring this question.  First,
most married persons like to include their spouse in the
disposition of their estate.  Secondly, all states give the spouse
a right to part of the assets of the estate of the other spouse.
This right can only be limited by specific provisions within
the will, and even then there may be further rights that your
spouse has in your estate.  Thus, if you are married and you intend
that your spouse get nothing from your estate (assuming
that you haven't entered into an agreement such as a Prenuptial or
Postnuptial Agreement like the agreements available in this
package) then it is recommended that you consult an attorney
familiar with the probate laws of your state.
Question 13:
     This question will only appear if the answer to the previous
question was "yes".
Question 14:
     Similar to the answer to question number 12, there are two
reasons for this question.  First, most persons will want to
include their children in their estate, either as primary takers,
or as beneficiaries if their spouse should predecease them.
     Secondly, like the situation discussed above concerning the
rights of the spouse to part of a person's estate, children also
are afforded rights to their parent's estate.  These, however, are
fairly easy to overcome, if you wish to exclude a child or
children.  Usually, all that is needed is to name the child, and
specifically exclude him or her.
Question 15:
     It is important to designate if your children are minors so
you can provide a guardian for them.  In that way, if your
children's other parent does not survive you, a person that you
choose can take care of them and any estate that you leave to them
until they reach the legal age to care for themselves.
Question 16:
     The purpose of this question is to determine whether the
appropriate text to be used contains the word "child" or
"children".  Thus, if you have more than one child, this can be
answered in the affirmative.
Question 17:
     The will needs to list all of your children.  Therefore, you
need to specify how many there are.
Question 18:
     Here, you need to name all of your children.  This will ensure
that no one is inadvertently left out of the will.
Question 19:
     Here, you need to name your child.  This will ensure that he
or she is not inadvertently left out of the will.
Question 20:
     In most states, the living issue of a deceased child is
considered a pretermitted heir if he or she is left out of the
will, just as a child would be.  Thus, if such deceased issue
exist, it is important to so designate.
Question 21:
     Here, you can put the names of the issue of your deceased
children.  This is important because if they are not named they can
be considered a "pretermitted" issue and be entitled to take a
portion of your estate whether or not you want them to.
Question 22:
     This question allows you to specify if you wish an individual
to take a specific gift aside from your general distribution.
In this way you can designate a cash gift or gift of a specific
item such as a family heirloom to go to someone other than the
person or persons that you wish to get the majority of your estate.
Question 23:
     Here, you are given the right to leave a special gift  to
someone other than your spouse even if he or she survives you.  As
noted in the question, you will later have the right to leave
special gifts to your spouse if he or she survives you, and to
someone or someplace else if your spouse shouldn't survive you.
Question 24:
     This statement is simply a warning to be careful about the
type of property that you are leaving as a special gift since there
are some forms of property which are not eligible.  It is therefore
best either to leave something that you know no one else has any
claim to, or check with an attorney before leaving the gift. A
general bequest, such as money, is almost always suitable to be
left as a special gift, although if the cash is not available your
executor may have to sell something to raise it.
Question 25:
     This question allows you to designate what is to be left as a
special gift.
Question 26:
     The program gives the user the ability to designate an
institution as the beneficiary of the gift or a person.  This
question allows you to make that choice.
Question 27:
     Question 26 allowed you to specify whether a person or
institution was to get the specific gift.  If your choice was that
a person would get the gift, than you can identify that person
here.
Question 28:
     Here, you have the opportunity to name the institution that
the gift is going to.  Please be sure to use the appropriate name.
Question 29:
     The program allows you to designate several special gifts.
Here, you can indicate that you wish to include another one in your
will.
Question 30:
     This question allows you to designate what is to be left as a
special gift.
Question 31:
     The program gives the user the ability to designate an
institution as the beneficiary of the gift or a person.  This
question allows you to make that choice.
Question 32:
     Question 31 allowed you to specify whether a person or
institution was to get the specific gift.  If your choice was that
a person would get the gift, then you can identify that person
here.
Question 33:
     Here, you have the opportunity to name the institution that
the gift is going to.  Please be sure to use the appropriate name.
Question 34:
     The program allows you to designate several special gifts.
Here, you can indicate that you wish to include another one in your
will.
Question 35:
     This question allows you to designate what is to be left as a
special gift.
Question 36:
     The program gives the user the ability to designate an
institution as the beneficiary of the gift or a person.  This
question allows you to make that choice.
Question 37:
     Question 36 allowed you to specify whether a person or
institution was to get the specific gift.  If your choice was that
a person would get the gift, than you can identify that person
here.
Question 38:
     Here, you have the opportunity to name the institution that
the gift is going to.  Please be sure to use the appropriate name.
Question 39:
     The program allows you to designate several special gifts.
Here, you can indicate that you wish to include another one in your
will.
Question 40:
     This question allows you to designate what is to be left as a
special gift.
Question 41:
     The program gives the user the ability to designate an
institution as the beneficiary of the gift or a person.  This
question allows you to make that choice.
Question 42:
     Question 41 allowed you to specify whether a person or
institution was to get the specific gift.  If your choice was that
a person would get the gift, than you can identify that person
here.
Question 43:
     Here, you have the opportunity to name the institution that
the gift is going to.  Please be sure to use the appropriate name.
Question 44:
     This question (and the next series of questions) is similar to
question 23 except that the gift will only be left to the specific
person or place named if your spouse does not survive you by thirty
days.
Question 45:
     This statement is simply a warning to be careful about the
type of property that you are leaving as a special gift since there
are some forms of property which are not eligible.  It is therefore
best either to leave something that you know no one else has any
claim to, or check with an attorney before leaving the gift. A
general bequest, such as money, is almost always suitable to be
left as a special gift, although if the cash is not available your
executor may have to sell something to raise it.
Question 46:
     This question allows you to designate what is to be left as a
special gift.
Question 47:
     The program gives you the ability to designate an
institution as the beneficiary of the gift or a person.  This
question allows you to make that choice.
Question 48:
     Question 47 allowed you to specify whether a person or
institution was to get the specific gift.  If your choice was that
a person would get the gift, than you can identify that person
here.
Question 49:
     Here, you have the opportunity to name the institution that
the gift is going to.  Please be sure to use the appropriate name.
Question 50:
     The program will allow you to leave several gifts.  This gives
you the chance to leave another gift if you wish.
Question 51:
     This question allows you to designate what is to be left as a
special gift.
Question 52:
     The program gives the user the ability to designate an
institution as the beneficiary of the gift or a person.  This
question allows you to make that choice.
Question 53:
     Question 52 allowed you to specify whether a person or
institution was to get the specific gift.  If your choice was that
a person would get the gift, than you can identify that person
here.
Question 54:
     Here, you have the opportunity to name the institution that
the gift is going to.  Please be sure to use the appropriate name.
Question 55:
     The program will allow you to leave several gifts.  This gives
you the chance to leave another gift if you wish.
Question 56:
     This question allows you to designate what is to be left as a
special gift.
Question 57:
     The program gives the user the ability to designate an
institution as the beneficiary of the gift or a person.  This
question allows you to make that choice.
Question 58:
     Question 57 allowed you to specify whether a person or
institution was to get the specific gift.  If your choice was that
a person would get the gift, than you can identify that person
here.
Question 59:
     Here, you have the opportunity to name the institution that
the gift is going to.  Please be sure to use the appropriate name.
Question 60:
     The program will allow you to leave several gifts.  This gives
you the chance to leave another gift if you wish.
Question 61:
     This question allows you to designate what is to be left as a
special gift.
Question 62:
     The program gives the user the ability to designate an
institution as the beneficiary of the gift or a person.  This
question allows you to make that choice.
Question 63:
     Question 62 allowed you to specify whether a person or
institution was to get the specific gift.  If your choice was that
a person would get the gift, than you can identify that person
here.
Question 64:
     Here, you have the opportunity to name the institution that
the gift is going to.  Please be sure to use the appropriate name.
Question 65:
     This is a standard method of leaving your estate to your
spouse.
Question 66:
     Often, a testator will wish to leave his or her property to
the children if his or her spouse doesn't survive.  This allows you
to do that without having to have a new will.
Question 67:
     Often, a testator will wish to leave his or her property to a
child if his or her spouse doesn't survive.  This allows you to do
that without having to have a new will.
Question 68:
     When you have no children, or you wish someone other than your
children to get your property if your spouse does not survive you
then this question allows you to designate that more than one
person will get your property.  The program assumes that your
property will be divided equally among these persons.
Question 69:
     If you are not married, or don't wish your spouse to get all
of your property, this question allows you to leave it directly to
your children.
Question 70:
     If you are not married, or don't wish your spouse to get all
of your property, this question allows you to leave it directly to
your child.
Question 71:
     This question allows you to specify that more than one person
will get your property if your child does not survive you.
Question 72:
     This question allows you to designate multiple takers of your
property.  It is used primarily when you don't wish your spouse or
children to get your property, or when you don't have a spouse or
children.
     You may also encounter this question if you are unmarried and
have one child to whom you wish your property left.  Then this
question allows you to specify who is to get your property if your
child doesn't survive you.
Question 73:
     This allows you to name a person to take your property when it
is not being left to a spouse or children.
Question 74:
     This allows you to name someone else to take your property if
the person you named in Question 73 doesn't survive you.
Question 75:
     Here, you can name multiple persons to take your estate if you
so desire.
Question 76:
     Often it is advisable to allow your executor to represent the
minor takers of your estate so that they can be helped to divide up
the property in an intelligent way, or provide that certain things
be sold so they can benefit from the funds.
Question 77:
     This question allows you to include a clause in the will that
you have arranged for a funeral.  It is not a necessary clause, but
is useful if you have already made some arrangements that you wish
your executor to carry out for you.
Question 78:
     Here, you can specify what arrangements you have made
concerning a funeral.
Question 79:
     If you wish to have your body cremated than your will can
specify that so your executor will carry out those intents.
Question 80:
     The arrangements concerning your cremation need to be put into
your will so your executor will be able to faithfully fulfill them.
Question 81:
     If you are specifically leaving a child, issue or spouse out
of your will, you must name them specifically to insure that they
will not be considered pretermitted and gain a right to get a part
of your estate anyway.  Almost all states allow you to avoid this
problem by specifically naming the person, so that it is obvious
that he or she wasn't simply overlooked.
Question 82:
     If you are leaving a child, issue or spouse out of your will,
you must name them specifically to insure that they will not be
considered pretermitted and gain a right to get a part of your
estate anyway.  Almost all states allow you to avoid this problem
by specifically naming the person, so that it is obvious that he or
she wasn't simply overlooked.
Question 83:
     One of the many important reasons for having a will is to
enable you to name a guardian to take care of your children.
There are two forms of guardianship: of the person, and of the
estate.
     A guardian of the person will take care of the physical needs
of the children until they are able to care for themselves.  This
is the person who they live with and who takes care of them.
     A guardian of the estate of the children is the person who
watches over any money or estate that the children may have until
they are of legal age to manage the funds themselves.
     You can name the same person as guardian over both the person
and the estate of the children.  If, however, the children
have a particularly large estate, it is often helpful to have a
separate guardian over that estate.
Question 84:
     Here, you are allowed to specify whether you wish to include
the other parent of your minor children as their guardian.  In many
cases, if the other parent wishes to become the guardian of the
person of the children there is little that can be done to prevent
them from doing so.  This provision is no exception to that.  If
you are concerned about the other parent becoming the guardian,
then you can use the following Questions to at least designate that
the parent won't be named as the guardian of the estate of the
person.
Question 85:
     If you have answered the previous questions in such a way as
to indicate that you wish the same person to be the guardian over
both the estate and the person of your child or children, then you
must name that person here.
Question 86:
 If you have answered the previous questions in such a way as to
indicate that you wish the same person to be the guardian over both
the estate and the person of your child or children, than you must
name that person here.
Question 87:
     This allows you to name a second person as the guardian of
your minor children, if the person named in Question 86 is unable
to do it.
Question 88:
     This and the next series of questions allow you to specify
separate guardians for the person and for the estate of your minor
children.  Here, the user is given the ability to designate whether
the other parent should be the guardian or not.  In many cases, if
the other parent wishes to become the guardian of the person of the
children there is little that can be done to pre   vent them from
doing so.  This provision is no exception to that.
Question 89:
     This question allows you to name a guardian just of the person
for your children.  The guardian of the person will take care of
your children on a daily basis, but will not be responsible for
their estate, unless you specifically designate otherwise.
Question 90:
     This question allows you to name another person as guardian
over the person of your minor children if the person you named
above can't or doesn't wish to be the guardian.
Question 91:
     If you have specified that you wish separate guardians for the
person and for the estate of your minor children, here you are
given the ability to designate whether the other parent should be
the guardian of the estate or not.   In many cases, if the other
parent wishes to become the guardian of the person of the children
there is little that can be done to prevent them from doing so.
However, in all states you can designate that the other parent
won't be the guardian of the estate of the child or children if you
wish.
Question 92:
     Please name the person you wish to be the guardian of the
estate of your minor children.  This person will have control of
any monies or estate that belong to the child or children.  Often,
it is advisable to name a bank or other financial institution to do
this so they can insure that the funds are properly invested and
secured until the children are old enough to manage them on their
own.
Question 93:
     This allows you to name a second person or institution as
the guardian of the estate of your minor children in the event that
the person you have named in Question 92 can't or doesn't wish to
be the guardian.
Question 94:
     It is very important to name an executor of the estate.  That
person is going to control the distribution of the estate to insure
that your requests are properly carried out.  Further, the executor
will be in charge of hiring an attorney to make sure that all the
legal requirements are properly adhered to.
     This question allows you to name your spouse as the executor
if he or she survives you.
Question 95:
     Sometimes it is desirable to name joint executors to share the
responsibilities in administering your estate.  This Question will
allow you to do that if your spouse does not survive you.
Question 96:
     Assuming that you have no spouse, or that you don't wish to
have him or her be the executor of your estate, this will allow you
to name joint executors of your estate. Joint executors will share
the responsibility of caring for your estate.  You will have the
opportunity to name only one executor if you don't wish to name
joint executors.
Question 97:
     This just allows you to put the proper name into the will as
to who the first of the joint executors will be.
Question 98:
     This allows you to properly name the second of the joint
executors.
Question 99:
     In the event that one of the two joint executors can't serve,
answering "yes" here will allow you to name someone to take his or
her place.
Question 100:
     This question allows you to name a person if the joint
executors can't or don't wish to be the executors of the estate.
Question 101:
     Assuming that you wish your spouse to be the executor and wish
to name an individual (rather than joint executors) to be the
executor if your spouse doesn't survive you, then this question
will allow you to do that.
Question 102:
     If you wish to name another person to be the executor in the
event that the person you named in Question 101 can't or doesn't
wish to do it, then you can do so, by answering this question in
the affirmative.
Question 103:
     If you wish to name another person to be the executor in the
event that the person you named in Question 101 can't or doesn't
wish to do it, then you can do so here.
Question 104:
     It is very important to name an executor of the estate.  That
person is going to control the distribution of the estate to insure
that your requests are properly carried out.  Further, the executor
will be in charge of hiring an attorney to make sure that all the
legal requirements are properly adhered to.
Question 105:
     This question allows you to name another person as executor in
the event that the person you have named in Question 104 can't or
doesn't wish to be the executor.
Question 106:
     This will allow you to name a third person if the persons
named in Questions 104 and 105 can't or don't wish to be the
executors.
Question 107:
     If you have chosen to name another person to be the executor
if the other two people you have named can't or don't wish to be
the executor, than you can specify that person here.
Question 108:
     It is often advisable to give your executor the power to
manage a business if you own one, or have a substantial interest in
one.  In that way, the executor can see to it that the business
doesn't go downhill during the administration of the estate for
lack of competent management.  Therefore, this Question is asked to
enable the inclusion of a special paragraph to give your executor
that express power.
Question 109:
     This insures that the proper town name is included in the will
so it is known where it was signed.
Question 110:
     The questions are now complete.  You can go back to any
question if you wish by pressing "escape", or you can continue with
the program.  Now that the questions are completed, the program
will allow you to preview the document or print it.  Note that the
answers will be automatically saved so you can review or print it
later.