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Estate Planning Forms

Last Will and Testament

Ensure your assets are distributed according to your wishes and protect your family's future.

What Is a Last Will and Testament?

A Last Will and Testament is a legal document that dictates how your assets and property will be distributed after your death. It allows you to name beneficiaries for your estate, appoint an executor to manage the distribution, and designate guardians for your minor children. Without a will, state intestacy laws determine these matters.

Key Elements of a Will

Naming an executor (and an alternate)
Naming beneficiaries for your assets
Designating guardians for minor children
Creating testamentary trusts for children
Specifying care for pets
Providing funeral and burial wishes
Two witness signatures (and notarization for self-proving wills)

When to Update Your Will

You should review and update your will after major life events, including:

  • Marriage, divorce, or separation
  • Birth or adoption of a child
  • Death of a beneficiary or named executor
  • Significant changes in your financial situation
  • Moving to a new state

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