Simple Will Information Sheet printable pdf download

Simple Will Information Sheet

SIMPLE WILL INFORMATION SHEET – ONE PERSON

(Single; One Spouse Only; Remarried with Prior Children)

(This form is for use when only one person is making a Will and it benefits the children.)

Please Print – List names the way you want them to appear in the documents.)

(

Your Name:

Your Address:

Your Email Address:

Your Phone No.:

Your Soc. Sec. No.:

Spouse’s Name (

if married

Spouse’s Soc. Sec. No.:

The Children:

Name/Age:

(Note how a beneficiary is related to you, if he or she is not a child.)

Disposition of Estate

Married. This form is to be used if you want your estate to pass to your children (or other

beneficiaries). If a child predeceases you, that share will pass to the descendants of that

child, and if there are none, to the other children. If certain assets should go to a spouse

outright, or be retained by him/her for life, identify them here (your children will receive the

rest, after debts are settled):

Single. For someone who is single (including a surviving spouse) a simple will leaves the

estate to the children in equal shares. The share of a predeceased child will pass to the

descendants of that child, and if there are none then to the other children.

Trust. You must include provisions for the share of a minor to be held in a simple Trust.

Even if children are grown, there is always the possibility that an adult child may predecease

Simple Will Information Sheet