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Create a Testamentary Trust

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Type your full legal name? Help 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?

Select the COUNTY in which you presently reside?

Are you currently of SOUND MIND and FREE OF MENTAL ILLNESS?

What is your gender?

Are you married?

How many children do you have?

Do you wish to specify the funeral home where you want your funeral services to be held?

Do you wish to include preferences regarding your burial arrangements?

Burial Location


Do you own real property?

Do you have life insurance?

Would you like to make a specific bequest? Help 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

Do you wish to establish a testamentary trust for any beneficiary? Help A Testamentary Trust is often created for minor children, young adults, or a beneficiary whom you believe lacks certain financial management skills. Through a Testamentary Trust, money, life insurance proceeds, etc., can be distributed to the designated beneficiaries of the Testamentary Trust. For example, a Testamentary Trust can distribute a specified amount of money to an individual on a monthly basis; provide for an individual's college tuition; withhold distribution of funds until a minor reaches a certain age.

Enter the name(s) of the person(s) to receive your Residuary Estate? Help 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 Percentage

 

Enter the name, address, and telephone number of the person who is your first choice for personal representative.

Enter the name, address, and telephone number of the person who is your second choice for personal representative. If you do not wish to name a second choice, type:"none".

Enter the name, address, and telephone number of the person who is your third choice for personal representative. If you do not wish to name a third choice, type:"none".

Do you wish to name a trustee for your Testamentary Trust? Help If you choose to create a Testamentary Trust, you should designate someone to administer, manage, and control the Trust. Because a Testamentary Trust becomes effective upon your death, you cannot designate yourself as Trustee.

Enter the name, address, and telephone number of the person who is your first choice for trustee.

Enter the name, address, and telephone number of the person who is your second choice for trustee. If you do not wish to name a second choice, type:"none".

Enter the name, address, and telephone number of the person who is your third choice for trustee. If you do not wish to name a third choice, type:"none".