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Will Form

Will Form

Step 1 of 8 - Your Will

12%

Your Full Legal Name(Required)

Your legal name as it appears on your ID

First Last

Marital Status(Required)

Single

Married

Divorce/Unmarried

Other

Your Spouse's Legal Name(Required)

First Last

Your Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

2a. Special Gifts

Skip this section if you are not planning to leave any specific gifts.

Let's start with the special gifts: are there any special items (jewelry, vehicles, accounts, etc.) that you would like to leave to a particular person? If so, list them below. Gifts get deducted before the balance of the estate is distributed to the beneficiaries. If you wish to leave special gifts to anyone, please list below the gift and the person who should be the beneficiary of such gift.

Any special gifts?

This is optional - please list any gifts and their respective recipients (ex. my vehicle to my cousin Jill Doe)

People you would like to disinherit

Optional

2b. Beneficiaries of your Estate

Beneficiaries: These are the people you would like to receive your estate after your death. Include the percentage of the Estate that each Beneficiary will receive. You also have the option to nominate Alternate Beneficiaries if the Primary Beneficiary predeceases you. You have the ability to select the children’s of the Primary Beneficiaries as Alternate Beneficiaries, or to have the share of the Estate of the person that predeceases you, split among the remaining Primary Beneficiaries.

How many beneficiaries would you like to designate (MAX 10)?

Make sure the total distribution adds up to 100%

DISTRIBUTIONS TO YOUNGER BENEFICIARIES – If a younger beneficiary is to receive property your executor has the option to (a) manage the property for the younger beneficiary until he or she reaches the “age for outright distribution”, or (b) distribute the property to a custodian who will manage the property under California’s Uniform Transfer to minor’s Act (UTMA).

The default age for California is 18. In the meantime, your executor manages the property for the beneficiary and may make distributions for his or her support, comfort and education. If you want to increase the default age for outright distribution to and age older than 18, list the older age here below (optional).

SKIP IF YOU DON'T HAVE BENEFICIARIES UNDER THE LEGAL AGE OF DISTRIBUTION

Legal Age of Distribution

Legal Age of Distribution

Custodian name

Alternate Custodian name (optional)

Your executor carries out your wishes after your death.

How many Executors would you like to designate (MAX 5)?

If you have indicated more than one, how will they serve?

Skip the question if you have indicated only one executor

They will serve in the order list

They will serve together as co-trustees, acting jointly at all times

They will serve together as co-trustees, acting separately if needed

Other

Do you have children?

Yes

No

How many living children do you have (MAX 8)?

If at the time of your death any of your children are minors and a guardian is necessary, enter the name of the adult you would like to nominate as guardians for your minor child(ren).

Are you children minor?

Yes

No

Guardian name

Alternate Guardian name

If you have chosen TWO GUARDIANS, indicate how they should serve

Each guardians will serve in the order listed

Both guardians will serve together as co-guardians

If you do not need or want power of attorneys, please skip to the next page.

A financial power of attorney gives the ability to a trusted person - called your "agent" to sign paperwork for you if you can't. This document can only be used when you are alive.

The power of attorney for finance and property matters should be:

Effective Immediately

Effective upon Disability

How many agent for finances are you planning to have (MAX 5)?

If you have indicated more than one, how will they serve?

They will serve in the order listed

They will serve together as co-agents, acting jointly at all times

They will serve together as co-agents, acting separately if neede

Other

8. Power of Attorney for Health Care Decisions

Do not expect to make selections about organ donation or do not resuscitate matters at this stage. Those are questions that you will answer in front of the notary when you'll be executing your trust

Are your choices for health care agent(s) and financial agent(s) the same?

If you select YES, you can skip this page.

Yes

No

How many agents for healthcare are you planning to have (MAX 5)?

Please note your spouse won't be automatically added unless you list her/him

If you have indicated more than one, how will they serve?

Skip the question if you have indicated only one financial agent

They will serve in the order listed

They will serve together as co-agents, acting jointly at all times

They will serve together as co-agents, acting separately if neede

Other

Any comments you would like to share with us

Name of the person filling out the questionnaire

Your telephone number

Your Email

I prefer to be contacted by

Phone

E-mail

Justice Paralegals provides expert, reliable, and affordable legal support. We are committed to helping clients navigate legal matters with confidence and care.

38340 Innovation Ct, Suite E-508, Murrieta, CA 92563
951-963-0467
info@justiceparalegals.com

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Justice Paralegals is NOT a law firm. But a legal support provider working with law firms and solo practitioners in 50 states. We are bonded, insured and registered with Riverside County, CA. Licensed as Legal Document Assistant # LDA 000546.

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