Legal Will Kit
A last will and testament allows you to specify who your assets will pass to following your death, make property management arrangements for young beneficiaries, appoint guardians, forgive debts, and more.
This self-help legal kit includes step-by-step instructions, detailed information and all the legal forms necessary to prepare your own last will and testament without the need or expense of hiring a lawyer.
- Prepare a legal will in minutes.
- Step-by-step instructions.
- Lawyer approved legal kit.
- Valid in all states (except Louisiana).
- See below for a full product description.
If you die without making a valid last will and testament, you will have died intestate. You will then have no control over who your property is distributed to or even who takes care of your children following your death. Both of these matters will be determined by state laws that are often decades old. There is also the added risk that your estate could be substantially depleted due to the high levels of legal and professional fees associated with dying intestate.
Making a last will and testament is the only way to ensure that you have control over these matters and to properly provide for the needs of your family.
This self-help kit provides you with step-by-step instructions, detailed information and all the legal forms necessary to make a will and to ensure that your property passes to your loved ones after your death.
- Make cash and specific property gifts to your loved ones and to charities
- Appoint guardians to care for your minor children
- Appoint executors to wind up your estate
- Create trusts for young beneficiaries
- Make funeral arrangements
- And much more….
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Table of Contents
Legal Will Kit
Using Self-Help Kits
Introduction to Wills
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
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
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
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?
Overview of Executors’ Duties
Who Should Be Your Executor?
A Brief Introduction to Tax
Federal Estate and Gift Tax
How to Determine the Estate Tax?
Other Ways to Reduce Estate Taxes
Irrevocable Life Insurance Trusts
Family Limited Partnerships
Special Use Real Estate Valuation
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
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
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