Estate Plan

{{company_name}}

{{company_address}}

Phone: {{phone}} | Email: {{email}} | Web: {{website}}

Estate Plan

Estate Plan

Letterhead

{{client_full_name}}

{{client_address}}

{{client_phone}}

{{client_email}}

Introduction

I, {{client_full_name}}, residing at {{client_address}}, being of sound mind and memory, do hereby make, publish, and declare this to be my last Will and Testament, revoking all former wills and codicils made by me.

Appointment of Executor

I hereby nominate and appoint {{executor_full_name}}, residing at {{executor_address}}, to be the Executor of this, my last Will and Testament. If {{executor_full_name}} is unable or unwilling to serve, I nominate and appoint {{alternate_executor_full_name}}, residing at {{alternate_executor_address}}, as an alternate Executor.

Guardianship of Minor Children

In the event of my death, and should any of my children be minors, I nominate and appoint {{guardian_full_name}}, residing at {{guardian_address}}, as the guardian of their person and estate. If {{guardian_full_name}} is unable or unwilling to serve, I nominate and appoint {{alternate_guardian_full_name}}, residing at {{alternate_guardian_address}}, as an alternate guardian.

Distribution of Assets

I give, devise, and bequeath all my property, both real and personal, wherever situated, as follows:

Specific Bequests:

1. To {{beneficiary_1_full_name}}, I bequeath {{asset_1_description}}.

2. To {{beneficiary_2_full_name}}, I bequeath {{asset_2_description}}.

Residuary Estate:

All the rest, residue, and remainder of my estate, both real and personal, I give, devise, and bequeath to {{residuary_beneficiary_full_name}}, residing at {{residuary_beneficiary_address}}.

Debts and Expenses

I direct that all my just debts, funeral expenses, and expenses of administering my estate be paid out of my general estate as soon as practicable after my death.

Testamentary Trust (Optional)

Should any beneficiary be a minor at the time of my death, their share shall be held in trust by my Executor(s) until they reach the age of {{trust_age}} years, at which time the trust shall terminate and the principal and accumulated income shall be distributed to the beneficiary.

Witnesses

We, the undersigned, certify that on this {{day}} day of {{month}}, {{year}}, {{client_full_name}}, the testator, signed this instrument in our presence and declared it to be {{his/her}} last Will and Testament, and we, at {{his/her}} request, in {{his/her}} presence, and in the presence of each other, have hereunto subscribed our names as witnesses.

Witness 1:

Signature: __________________________

Printed Name: {{witness_1_full_name}}

Address: {{witness_1_address}}

Witness 2:

Signature: __________________________

Printed Name: {{witness_2_full_name}}

Address: {{witness_2_address}}

Signature

__________________________

{{client_full_name}}

Date: {{date}}