Last Will and Testament (Will)

A last will and testament allows a person (testator) to mention how they would like their possessions to be transferred after death.

Who is this for?

First

Last

Also known as the Testator.

State of Residency

The same state where your driver's license is issued.

Testator's Mailing Address

Street Address

Address Line 2

City

State

ZIP Code

Married or Single

Marital Status

MarriedSingle

Spouse's Name

First

Last

Otherwise known as the wife or husband.

Will the Spouse be Receiving any portion of the Estate?

YesNo

This is also known as a 'Beneficiary' and is someone who will be accepting all or a part of the estate.

Will the Spouse receive the ENTIRE Estate?

YesNo

Answer "Yes" if the Spouse will be receiving ALL (100%) of the Property in the estate. If there are children or other family members that will receive property, answer "No".

Children

How many Children does the Testator have?

Child(ren)

Name of 1st Child

First

Last

Name of 2nd Child

First

Last

Name of 3rd Child

First

Last

Name of 4th Child

First

Last

Name of 5th Child

First

Last

Name of 6th Child

First

Last

Name of 7th Child

First

Last

Name of 8th Child

First

Last

Name of 9th Child

First

Last

Name of 10th Child

First

Last

Name of 11th Child

First

Last

Name of 12th Child

First

Last

Name of 13th Child

First

Last

Name of 14th Child

First

Last

Name of 15th Child

First

Last

Minor Children

Are any of the Children under 18 years old?

YesNo

Child(ren)'s Inheritance

Will any of the Children be inheriting from your Estate?

YesNo

In other words, will any of your child(ren) be obtaining possession to any items after you die?

Personal Representative (executor)

Who will act as the Personal Representative of this Will?

First

Last

The Personal Representative, or executor, is an individual that "stands in the shoes" of the person who died to delegate their wishes as mentioned in their will. This is usually the decedent's spouse, family member, best friend, or their attorney.

Personal Representative's Mailing Address

Street Address

Address Line 2

City

State

ZIP Code

2nd Representative

Do you want to have a Second (2nd) Personal Representative?

YesNo

This person would only act if the first (1st) Personal Representative cannot serve.

Name of 2nd Personal Representative

First

Last

Mailing Address of 2nd Personal Representative

Street Address

Address Line 2

City

State

ZIP Code

Compensation

Will the Personal Representative be Compensated for their Work?

YesNo

Estate Beneficiaries

Estate Beneficiaries are the individuals that will inherit most of the estate from this Will.

How many BENEFICIARIES will be inheriting your estate?

Beneficiary(ies)

For example, a spouse and 4 children would be 5 Beneficiaries.

1st Beneficiary's Name

First

Last

Please enter your name.

1st Beneficiary is My

What is the Relationship?

1st Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

2nd Beneficiary's Name

First

Last

2nd Beneficiary is My

What is the Relationship?

2nd Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

3rd Beneficiary's Name

First

Last

3rd Beneficiary is My

What is the Relationship?

3rd Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

4th Beneficiary's Name

First

Last

4th Beneficiary is My

What is the Relationship?

4th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away.

5th Beneficiary's Name

First

Last

5th Beneficiary is My

What is the Relationship?

5th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

6th Beneficiary's Name

First

Last

6th Beneficiary is My

What is the Relationship?

6th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

7th Beneficiary's Name

First

Last

7th Beneficiary is My

What is the Relationship?

7th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

8th Beneficiary's Name

First

Last

8th Beneficiary is My

What is the Relationship?

8th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

9th Beneficiary's Name

First

Last

9th Beneficiary is My

What is the Relationship?

9th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

10th Beneficiary's Name

First

Last

10th Beneficiary is My

What is the Relationship?

10th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

11th Beneficiary's Name

First

Last

11th Beneficiary is My

What is the Relationship?

11th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

12th Beneficiary's Name

First

Last

12th Beneficiary is My

What is the Relationship?

12th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

13th Beneficiary's Name

First

Last

13th Beneficiary is My

What is the Relationship?

13th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

14th Beneficiary's Name

First

Last

14th Beneficiary is My

What is the Relationship?

14th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

15th Beneficiary's Name

First

Last

15th Beneficiary is My

What is the Relationship?

15th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

16th Beneficiary's Name

First

Last

16th Beneficiary is My

What is the Relationship?

16th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

17th Beneficiary's Name

First

Last

17th Beneficiary is My

What is the Relationship?

17th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

18th Beneficiary's Name

First

Last

18th Beneficiary is My

What is the Relationship?

18th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

19th Beneficiary's Name

First

Last

19th Beneficiary is My

What is the Relationship?

19th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

20th Beneficiary's Name

First

Last

20th Beneficiary is My

What is the Relationship?

20th Beneficiary Shall Receive ____% (Percentage) of your Total Estate

%

This Percentage represents your total estate which will go to this individual after you pass away

Special Requests

Also known as 'Special Bequests'

Would you like CERTAIN items be given to Specific Individuals?

YesNo

A Special Request (or 'Bequest') is intended if you have items that you would like certain people to have after your death. Example: "I wish to give my engagement ring to my son"

How many People will receive Special Bequests?

Individual(s)

Enter the Individual's Name

First

Last

Enter the Specific Item(s) they will Receive

This is the specific personal property

Enter the 2nd Individual's Name

First

Last

Enter the Specific Item(s) the 2nd Individual will Receive

Enter the 3rd Individual's Name

First

Last

Enter the Specific Item(s) the 3rd Individual will Receive

Enter the 4th Individual's Name

First

Last

Enter the Specific Item(s) the 4th Individual will Receive

Enter the 5th Individual's Name

First

Last

Enter the Specific Item(s) the 5th Individual will Receive

Enter the Name of the 6th Individual

First

Last

Enter the Specific Item(s) the 6th Individual will Receive

Enter the Name of the 7th Individual

First

Last

Enter the Specific Item(s) the 7th Individual will Receive

Enter the Name of the 8th individual

First

Last

Enter the Specific Item(s) the 8th Individual will Receive

Enter the Name of the 9th Individual

First

Last

Enter the Specific Item(s) the 9th Individual will Receive

Enter the Name of the 10th Individual

First

Last

Enter the Specific Item(s) the 10th Individual will Receive

Exclusions

Is there anyone you would like to mention that is EXCLUDED from this Will?

YesNo

This is common if there is a spouse or blood relative that was left out of this Last Will and Testament. Proves to any court that the individual was intended to be excluded as a Beneficiary.

Enter the Name(s) of the Individual(s) that will be Excluded from this Will

Personal Belongings ONLY

This is only personal items.

All Personal Belongings shall go to

Such as clothing, family photos, etc.

Where should all your Personal Belongings be distributed?

My Spouse (only)My Children (only) My Spouse and Children (equally)Other

Such as jewelry, clothing, etc.

Where should all your Personal Belongings be distributed?

My Children (only)Other

This is just personal items such as jewelry, clothing, etc.

Where should all your Personal Belongings be distributed?

My Spouse (only)Other

Such as jewelry, clothing, etc.

Enter the Name(s) of the Individual(s):

Other Property

Create a Trust for Minors

Should Beneficiaries below a Specific Age have their portion of the Residual Estate placed in a Trust?

YesNo

Mainly for children, grand-children, nephews, nieces, etc. Allows an Age Limit to be created before their portion of the Estate can be dispersed.

What is the Age Limit of this Trust?

Years Old

All Beneficiaries will have to wait until they reach the above age in order to receive their portion of the Residual Estate.

The Trustee

A Trustee is someone that can be trusted to oversee the Residual Estate appointed by you to your Children or anyone below a certain age mentioned in this Will

Who do you appoint to Manage the Trust?

First

Last

This individual is also known as the Trustee

Trustee's Mailing Address

Street Address

Address Line 2

City

State

ZIP Code

Second (2nd) Trustee

Would you like to Choose a Second (2nd) Trustee?

YesNo

This person would serve only in case where the first (1st) Trustee is not able to perform their duties. If there isn't a Trustee that can serve then an individual will be appointed by the Court.

Name of Second (2nd) Trustee

First

Last

Address of Second (2nd) Trustee

Street Address

Address Line 2

City

State

ZIP Code

Bond

Will the Trustee be serving With or Without Bond?

With BondWithout Bond

A Trustee Bond is a type of surety court bond that protects a trust from any losses should the trustee perform their duties in an unethical or dishonest manner.

Resignation by Trustee

If the Trustee is to resign, what is the mandatory notice he or she must give?

Days

The standard time-frame is 60 days

Guardian For Minors

Would you like to choose a Guardian for any Minor in this Will?

YesNo

A Guardian would be a person you select to be the caretaker for any minor children after your death.

Name of Guardian

First

Last

Address of Guardian

Street Address

Address Line 2

City

State

ZIP Code

Would you like to Select a 2nd Guardian that would be used ONLY IF the 1st Guardian isn't available?

YesNo

This 2nd Guardian would only be asked to serve in the event the 1st Guardian nominated is not able to preform their duties.

2nd Guardian

Name of Second (2nd) Guardian

First

Last

Mailing Address of Second (2nd) Guardian

Street Address

Address Line 2

City

State

ZIP Code

Predecease - Family

Predecease - To die before another person.

Predecease - General Beneficiaries

If any of the Beneficiaries die before you, how would you like the Property be distributed?

To my Heirs-at-Law (Family by Blood)To the other Beneficiaries (if any)Other

Shall be Distributed to ____________________

Enter the Name(s) of the Individual(s) it shall be distributed.

Pet Directive

Would you like to make plans for any Pets you own?

YesNo

This is called a Pet Directive and allows you to request placing your pets with a specific person or organization. In addition, you can also set aside money to help the caretaker provide for the pet(s).

How many Pets?

Pet(s)

Maximum of 20 pets.

1st Pet's Name

1st Pet's Description

2nd Pet's Name

2nd Pet's Description

3rd Pet's Name

3rd Pet's Description

4th Pet's Name

4th Pet's Description

5th Pet's Name

5th Pet's Description

6th Pet's Name

6th Pet's Description

7th Pet's Name

7th Pet's Description

8th Pet's Name

8th Pet's Description

9th Pet's Name

9th Pet's Description

10th Pet's Name

10th Pet's Description

11th Pet's Name

11th Pet's Description

12th Pet's Name

12th Pet's Description

13th Pet's Name

13th Pet's Description

14th Pet's Name

14th Pet's Description

15th Pet's Name

15th Pet's Description

16th Pet's Name

16th Pet's Description

17th Pet's Name

17th Pet's Description

18th Pet's Name

18th Pet's Description

19th Pet's Name

19th Pet's Description

20th Pet's Name

20th Pet's Description

Pet Guardian

Name of Pet Guardian

First

Last

This is the individual that will "take care" of your Pet(s)

Address of Pet Guardian

Street Address

Address Line 2

City

State

ZIP Code

2nd Pet Guardian

If the Pet Guardian you have selected is not able to care for the Pet(s), would you like to choose another Individual?

YesNo

2nd Pet Guardian's Name

First

Last

Mailing Address

Street Address

Address Line 2

City

State

ZIP Code

Pet Fund

In order to help the Pet Guardian with the Expenses of the Pets, do you wish to put aside an amount of money from your Will to support them?

YesNo

Sometimes people will reserve money to their Pet Guardian to help them be the caretaker

Enter how much should be given to the Pet Guardian

$

Digital Representative

Would you like to leave access to your Digital Assets with an Individual?

Yes No

Access meaning Username and Password information for your Computers, Tablets/iPads, Phones and also any Social Media Profiles such as Facebook, Twitter, etc.

Enter Name of the Person that will have access to your Digital Assets

First

Last

Digital Representative Mailing Address

Street Address

Address Line 2

City

State

ZIP Code

2nd Digital Representative

If the 1st Digital Asset Representative you selected is not able to serve would you like to select a 2nd person?

YesNo

This individual would only be allowed to serve if the 1st person selected is not available

Name of 2nd Digital Asset Representative

First

Last

2nd Digital Representative's Mailing Address

Street Address

Address Line 2

City

State

ZIP Code

Digital Assets (Details)

How many Digital Assets do you want to leave for the Representative?

Digital Asset(s)

This should include the number (#) of all Computers, Tablets/iPads, Phones, Social Media Profiles and any other electronic devices/profiles that need to be accessed.

1st Digital Asset Name

Such as Facebook, Laptop, etc.

Username

Password

Additional Details (if any)

2nd Digital Asset Name

Such as Facebook, Laptop, etc.

Username

Password

Additional Details (if any)

3rd Digital Asset Name

Such as Facebook, Laptop, etc.

Username

Password

Additional Details (if any)

4th Digital Asset Name

Such as Facebook, Laptop, etc.

Username

Password

Additional Details (if any)

5th Digital Asset Name

Such as Facebook, Laptop, etc.

Username

Password

Additional Details (if any)

6th Digital Asset Name

Username

Password

Additional Details (if any)

7th Digital Asset Name

Such as Facebook, Laptop, etc.

Username

Password

Additional Details (if any)

8th Digital Asset Name

Such as Facebook, Laptop, etc.

Username

Password

Additional Details (if any)

9th Digital Asset Name

Such as Facebook, Laptop, etc.

Username

Password

Additional Details (if any)

10th Digital Asset Name

Such as Facebook, Laptop, etc.

Username

Password

Additional Details (if any)

Special Requests

Would you like to make any Special Requests for after your death?

YesNo

Also known as a Special Directive, which allows you to (as Examples) request that you be cremated, what is written on your headstone, etc.

State Your Special Wishes

Signing

Signing with Two (2) Witnesses and a Notary Public is not a legal requirement in most States. However, eForms recommends both to prevent any third (3rd) party from claiming this Last Will to be invalid.

Yes, I Agree

The Two (2) Witnesses cannot be blood-related to the Testator or be a beneficiary under the Last Will. The Testator and the two (2) witnesses can find a Notary Public by going to a local financial institution (bank or credit union).