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Create a Will
What is your name?
State your full legal name as it appears on other formal documents, such as real estate deeds or bank accounts. At a minimum, include first name, middle initial, and last name. If you also use another name, the second name should also be listed. List the name used most often first, followed by "also known as" or "aka" and the name used less often.
What is your Email Address?
Please select the COUNTY in which you live?
Alameda
Alpine
Amador
Butte
Calaveras
Colusa
Contra Costa
Del Norte
El Dorado
Fresno
Glenn
Humboldt
Imperial
Inyo
Kern
Kings
Lake
Lassen
Los Angeles
Madera
Marin
Mariposa
Mendocino
Merced
Modoc
Mono
Monterey
Napa
Nevada
Orange
Placer
Plumas
Riverside
Sacramento
San Benito
San Bernardino
San Diego
San Francisco
San Joaquin
San Luis Obispo
San Mateo
Santa Barbara
Santa Clara
Santa Cruz
Shasta
Sierra
Siskiyou
Solano
Sonoma
Stanislaus
Sutter
Tehama
Trinity
Tulare
Tuolumnea
Ventura
Yolo
Yuba
Are you currently of SOUND MIND and FREE OF MENTAL ILLNESS?
Yes
No
STOP! YOU ARE NOT ALLOWED TO DRAFT A WILL UNLESS YOU ARE OF SOUND MIND AND FREE OF MENTAL ILLNESS.
What is your gender?
Male
Female
Are you married?
Yes
No
What is the legal name of your spouse?
This document will leave all of your property which is not defined within a specific bequest to your Spouse
How many children do you have?
None
One or More
Enter all of the names of your living children whether natural or adopted.
Full Name
Age
Are any of your children under the age of 18?
Answering "yes" to this question means that the program will include a provision for you to nominate 2 possible guardians for your children in your Will. If you have children that have not reached the legal age of majority (18 in most states), a guardian or conservator will be appointed by the court upon your death if the other natural parent or no other legal guardian is then living. Nomination of your preferred guardians in your Will is persuasive, but does mean the court must appoint any of your choices.
Yes
No
Enter the name of your first choice to act as guardian or conservator of your minor children. Include the person's first name, middle initial, and last name.
The person you select should be someone you trust to be responsible for the personal well-being of your minor children and to handle any of the minor children's financial affairs not handled through the Living Trust. If you are married to the other parent (natural or adopted) of each of your children, it is not necessary to name that other parent here. That other parent would likely be the sole legal guardian of your surviving children. Appointment of a guardian would most often be necessary only if both parents are deceased. If you are not married to the other parent of your child or are widowed, you may want to designate your current spouse as your preferred guardian for your children. The person selected may be the same person as the Trustee or Personal Representaive. Some people, however, prefer that the person responsible for the children not be the same person handling the child's finances under the trust. While the decision concerning a guardian or conservator is an important one, the person named in the Will is only the person you request the probate court to appoint. If the probate court does not believe the person selected is the appropriate person to act as guardian or conservator, or if the person selected decides that he or she does not want to act, the probate court will appoint another person. It is very important that you notify everyone you name as one of your guardian choices, and that you make sure all of the people you have chosen are both able and willing to act.
Enter the name of your second choice to act as guardian or conservator. If you do not wish to name a second choice, type "none".
Would you like to make a specific bequest?
Specific bequests allow you to leave specific property to specific parties as a part of your Estate Plan. You may want to leave specific dollar amounts or specific items to certain people or charities. These items will be distributed before the general distribution specified later in the Will. Be sure to clearly identify the gift. Be detailed enough so that there will be no confusion over what you are giving. Keep in mind that if you do not own the described property at the time of your death, there can be no specific bequest. If you do not wish to make any bequests, simply type "NONE" in the space provided. Examples of property descriptions •1994 Ford automobile VIN 1FB4662EF3 •Van Gogh painting of men in boat •diamond cufflinks in safe deposit box at XYZ Bank •antique crystal punchbowl •Vacation home located at 152 Kona Drive, Kona, Hawaii •10,000 shares of General Motors Common Stock •$10,000 •XYZ Bank Account Number 123456789
Yes
No
Enter the specific item of property or the dollar amount to be listed in the bequest.
Please type the name of the Primary Beneficiary of this Specific Bequest.
Please type the name of the Alternate Beneficiary of this Specific Bequest.
Enter the name of the person to receive a portion of your estate.
Enter the portion (i.e., percentage) this person is to receive.
Enter the name of the person to receive your Residuary Estate?
Your Residuary Estate is the portion of your estate that remains after all specific gifts and bequests have been distributed,and all administrative expenses, debts and taxes have been paid.
Enter Name
Enter Address of the person to receive your Residuary Estate
Enter the name and address of the person, bank or trust company that is your first choice for personal representative
Enter the name and address of your second choice for Personal Representative.. If you do not wish to name a second choice, type "none."
Enter the name and address of your third choice for Personal Representative. . If you do not wish to name a third choice, type "none."
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