Legal Will Kit
Prepare your own last will and testament with nine lawyer-prepared templates, a planning worksheet and clear completion and signing instructions. Updated for 2026.
- Choose beneficiaries, make gifts and appoint executors.
- Nominate guardians and plan for young beneficiaries.
- Complete colour PDF book, including forms and worksheets.
- Editable Word forms available through the included instructions and access codes.
- U.S. guidance; not intended for Louisiana.
Description
Your family. Your wishes. A practical plan.
Choose who inherits your property, nominate guardians for your children and appoint the executors who will carry out your wishes. The Legal Will Kit, updated for 2026, brings together nine lawyer-prepared will templates, a planning worksheet and step-by-step instructions to help you prepare your own last will and testament.
From your first decisions to a completed will
- Choose a template: options for single people and people who are married or in a registered domestic partnership, with or without children. Each person makes their own will.
- Organize the details: record assets, beneficiaries, gifts and appointments before completing your document.
- Provide for the people who matter: leave money or specific property, name executors and substitutes, nominate guardians and consider trusts for young beneficiaries.
- Make your instructions clear: work through alternative beneficiaries and additional clauses for more detailed wishes.
- Complete and maintain your will: follow guidance on witnesses, signing, self-proving affidavits and later updates.
The book, forms and editable downloads
The PDF download contains the complete colour book, with its front and back covers, planning worksheet and will forms. Use the instructions and access codes in the book with your EstateBee account to obtain editable Word versions. Complete the forms on your computer and print them for signing, or print and complete them by hand.
Work at your own pace, with a practical reference beside you. EstateBee was founded by lawyers in 2000, and the Legal Will Kit was first published in 2010.
For U.S. estate planning; not intended for Louisiana. Follow the signing requirements that apply to your will. Complex family or estate circumstances may benefit from individual legal advice.
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Table of Contents
Legal Will Kit
Important Note
About EstateBee
Using Self-Help Kits
Introduction to Wills
Introduction
What is a Will?
Types of Wills
Why Make a Will?
Intestacy & What Happens Without a Will?
Can I Make My Own Will?
How to Make a Valid Will
Age of Majority
Mental Capacity and Undue Influence
Wills Made in Other States
Gifts and Beneficiaries
Gifts to Spouses
Disinheritance
Disinheriting a Spouse
Types of Gifts
What Assets Can I Gift Under My Will?
Gifts to Charities
Imposing Conditions on the Receipt of Gifts
Releasing Someone from a Debt
Failed Gifts
Matters Affecting the Distribution of Your Assets
What if You Own Property Outside The United States?
Children, Guardians and Property Management.
What is a Guardian?
Sole and Joint Guardians
Alternate Guardians
Who Can Be a Guardian?
What to Consider When Choosing a Guardian for Your Children
Management of Children’s Property
Appointment of a Property Guardian
Uniform Transfer to Minors’ Act
Individual Child Trusts
Children’s Pot Trusts
Whom Should You Choose as a Trustee?
Executors
Executors
Alternate Executors
Overview of Executors’ Duties
Who Should Be Your Executor?
A Brief Introduction to Tax
Introduction
Estate Taxes
Federal Estate and Gift Tax
How to Determine the Estate Tax?
State Taxes
Marital Deduction
Non-Citizen Spouses
Charitable Deductions
Other Ways to Reduce Estate Taxes
Lifetime Gifts
Irrevocable Life Insurance Trusts
Family Limited Partnerships
Special Use Real Estate Valuation
Conclusion
Getting Ready to Make Your Own Will
Do I Need a Lawyer?
Deciding on Your Beneficiaries
Deciding on Who to Appoint as Your Executors
Deciding on Who to Appoint as Guardians of Your Minor Children
Deciding What Type of Will You Need
Choosing People to Witness You Signing Your Will
Signing Your Will
After You Have Made Your Will
Where to Store Your Will
Keeping Your Will Updated
Using a Codicil to Update or Change Your Will
Revoking Your Will
Appendix 1 - Glossary of Legal Terms
Appendix 2 - Will Writing Worksheet
Appendix 3 - Sample Wills
Template 1: Unmarried male, not in a registered domestic partnership, with no children
Template 2: Unmarried female, not in a registered domestic partnership, with no children
Template 3: Unmarried and not in a registered domestic partnership, with children
Template 4: Married or in a registered domestic partnership, male, and with adult children
Template 5: Married or in a registered domestic partnership, female, and with adult children
Template 6: Married or in a registered domestic partnership, male, and with minor children
Template 7: Married or in a registered domestic partnership, female, and with minor children
Template 8: Married or in a registered domestic partnership, male, with no children
Template 9: Married or in a registered domestic partnership, female, with no children
Appendix 4 - General Instructions for Completing your Will
Appendix 5 - Specific Instructions for Completing your Will
Appendix 6 - Self-Proving Affidavit – Type 1
Appendix 7 - Self-Proving Affidavit – Type 2
Appendix 8 - Self-Proving Affidavit – Type 3 - Texas
Appendix 9 - Additional Clauses That You May Wish to Add
Sample Clause 1: Appointing a custodian under UTMA
Sample Clause 2: Appointing an alternate beneficiary for a specific gift
Sample Clause 3: Releasing someone from a debt
Sample Clause 4: Nominating assets to be sold to pay taxes
Sample Clause 5: Nominating assets to be sold to pay debts
Sample Clause 6: Burial clause
Sample Clause 7: Cremation clause
Forms
The following forms are included with this kit:-
Will 1: Unmarried male, not in a registered domestic partnership, with no children
Will 2: Unmarried female, not in a registered domestic partnership, with no children
Will 3: Unmarried and not in a registered domestic partnership, with children
Will 4: Married or in a registered domestic partnership, male, and with adult children
Will 5: Married or in a registered domestic partnership, female, and with adult children
Will 6: Married or in a registered domestic partnership, male, and with minor children
Will 7: Married or in a registered domestic partnership, female, and with minor children
Will 8: Married or in a registered domestic partnership, male, with no children
Will 9: Married or in a registered domestic partnership, female, with no children
Why Choose Estatebee
Practical guidance and documents from a business founded by lawyers in 2000.
- Lawyer-prepared forms: nine templates for different family circumstances, with supporting clauses and self-proving affidavits.
- A clear process: plan your wishes, choose a template, complete your document and follow the signing instructions.
- Work at your own pace: keep the guide beside you and use editable Word documents to record your decisions.
- Established experience: the Legal Will Kit was first published in 2010 and is now in its fourth edition.
Managed by lawyers
EstateBee was founded in 2000 by, and is managed by, experienced lawyers who are recognised experts in their fields.
Easy to use
We use our 20+ years of experience to help you figure out what you really want in a simple jargon-free way.
Help at every stage
Our customers are everything to us. So, we provide help to you at every stage of the document creation process.
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