Last will and testament

Your Name
First Middle Last
Please list any other names you have been known by (maiden name, alias, etc.)
Your Personal Representative
A personal representative, in some states called an executor, has broad powers to administer your estate and distribute your assets upon your death.
Do you want your spouse to be your personal representative? (Typically recommended).
- Yes
- No
If you are not married, select “no”.
Who do you want to serve as your Personal Representative?
First Middle Last
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

Who do you want to serve as your first alternate personal representative?
First Middle Last
At least one alternate personal representative should be designated in the event your first choice is no longer able to serve.
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

Do you wish to identify a second alternate personal representative?
- Yes
- No
Who do you want to serve as your second alternate personal representative?
First Middle Last
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

Beneficiaries
Do you have children?
- Yes
- No
Do you want each of your children to be named as a beneficiary?
- Yes
- No
Do you want each child to receive an equal share of your assets?
How do you wish your assets to be divided?
Full Name Percent of Trust / Specific Amount
Please list all persons and organizations that you wish to name as primary (first level) beneficiaries?
Full Name or Organization Relationship to you Percent / Amount Address Phone Email
If one of your primary beneficiaries passes away before you, do you want their descendants to inherit their share?
- Yes
- No
If yes, the share that would have been given to the deceased beneficiary will be passed on to the deceased beneficiary’s descendants (for example, your grandchildren). If you answer no, then the shares would be re-allocated only to those beneficiaries that are still living at the time of your death.

If none of your primary beneficiaries (or their descendants) are living at the time of your death, please list all persons and/or organizations that you wish to name as alternate beneficiaries.
Full Name or Organization Relationship to you Percent / Amount Address Phone Email

If you selected “yes” to have a deceased beneficiary’s share pass on to their descendants, then do not list grandchildren here. If you leave this blank, then state law will determine who will receive your assets if your beneficiaries all pass away before you.

Specific Gifts
List all gifts of specific property you wish to include in your will
Describe item Beneficiary name Percentage

For example, jewelry, artwork, collectibles, cars, guns, heirlooms, etc. Select the “+” box to add more rows.
Identify any cash gifts you wish to include in your will
Amount Beneficiary name

To family, friends, charities, etc. Select the “+” box to add more rows.

Testamentary Trust for Minors
Your will provides for a trust to be created if any of the named beneficiaries is under the specific age you have chosen. This trust will allow the use of the assets for your beneficiary’s health, education, maintenance and support. The trust will automatically terminate when the minor beneficiary reaches the chosen age. If you have no minor beneficiaries at the time of your death, your estate will pass directly to the beneficiary without a trust unless an incapacity is established.
Age of Distribution
Please enter a number greater than or equal to 18.
How old do you wish your beneficiaries to be to receive an outright distribution of your estate assets? (The age must be over 18 years in Washington and Idaho, and over 21 years in Colorado). We typically recommend age 25, and unless a specific age is identified here, your estate plan will be drafted based upon age 25.
Please identify the name of the trustee that will serve if a testamentary trust is created.
First Middle Last
A “trustee” is like your personal representative (and can be the same person), but will be responsible for the administration of any trust created under this provision, and will distribute the assets held in trust for the benefit of your beneficiary.
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

Alternate Trustee
Who do you want to serve as your first alternate trustee?
First Middle Last
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

Do you wish to identify a second alternate trustee?
- Yes
- No
Who do you want to serve as your second alternate trustee
First Middle Last
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

Your Personal Representative

Full Name or Organization	Relationship to you	Percent / Amount	Address	Phone	Email

Describe item	Beneficiary name	Percentage

Amount	Beneficiary name