Sixty percent of Americans die without a valid will. That usually means state laws take over and distribute their probate estates according to generic formulas that have nothing to do with the decedents' wishes.
Don't let that happen to you.
This Will Planning Wizard begins the will preparation process. It does not create a will or a legal document. Instead, it guides you in collecting and organizing your thoughts, information, and documents before you visit your attorney.
(Please note that some states allow an individual to compose his or her own will, but it is wise to employ a qualified attorney. A will is one of the least expensive legal documents, and a well-written one could save your heirs a lot of dollars and hassle.)
To protect your identity, the Will Planning Wizard will not ask for your Social Security number. None of your information is captured by the Wizard or stored on file. However, if you exit the Wizard before completing it, all of your information will be lost and you will have to start again.
Ready? Click "BeginOpens new window" to start.
Already have a will? Want to amend it? Download a sample codicilOpens new window.
Download PDFOpens new window of whole wizard to print and fill out in hard copy.
♠ Please Note: If you have been previously married more than once, please provide all requested information for any additional spouses on a separate sheet.
♠ Please Note: Please list any adopted children under the applicable categories and indicate that they are adopted. Also, please indicate if any children are deceased.
♠ Remember: If you cannot, or do not wish to, answer any questions in full at this time, keep on going. You'll have the chance to fill in the blanks later.
If so, please attach a copy of the trust document.
If so, please indicate the name of the policy holder and provide information regarding:
♠ Please Note: There will be a section at the end to write in any addtional assets or liabilities.
Please attach a copy of the deed for each parcel of real property that you own.
A personal representative administers your estate in accordance with the instructions contained in your Will. Please list a first choice and an alternate, in case the person who is your first choice predeceases you or is unable to serve:
If you die before your children reach the age of eighteen, who do you wish to serve as their guardian?
The Durable Power of Attorney becomes effective upon the proven incompetency of an individual to handle his or her own affairs. In this document, you would name a person who would take charge of your affairs (known as your "attorney-in-fact"). The value of this document is that it eliminates the need to establish a guardianship in the event of incompetency.
Who do you wish to nominate as your attorney-in-fact?
♠ Please Note: Your attorney-in-fact should be a person in whose judgment you trust.
The Power of Attorney for Health Care authorizes the designated attorney-in-fact to authorize or withhold medical care if you are unable to do so yourself. The person so designated should be a person with whom you have discussed issues such as use of medical means to prolong your life artificially.
The Directive to Physicians clarifies a person's wish not to have his or her life "artificially prolonged" in the case of any injury, disease or terminal condition rendering such person unable to communicate.
Please list your current professional legal and financial advisors here:
The material presented on this Planned Giving website is not offered as legal or tax advice.
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