Simple Will Worksheet (Page 2 of 3) in pdf

Simple Will Worksheet Page 2

If your children are minors (under18), who do you want to appoint as their caretaker/

guardian:(Please provide a primary and alternative guardian)? *Note: A biological

parent will most likely be granted custody regardless of what is specified here.

Name

Address

Relation

Primary______________________________________________________________________

Alternate_____________________________________________________________________

If your children are minors (under18), do you wish to establish a trust funded by the

liquidation of assets for their care and maintenance?

Yes

No (Circle One)

It is advisable to appoint the guardian in question #6 as the Trustee of this trust. Do you

wish to appoint the guardian as Trustee? Yes

No (Circle One)

If you wish to appoint someone else as trustee, list that person here:

Name

Address

Relation

_______________________________________________________________________

Please list the name of the individual that you want to administer the probate of your

estate. *Note your estate should be probated in the county in which you reside. Therefore,

the individual you appoint to administer your estate should live close to that county to

prevent inconvenience. The person you appoint should also be mentally and physically

able to administer the estate.

Name

Address

Relation

Primary______________________________________________________________________

Alternate_____________________________________________________________________

I agree to and understand the declarations and limitations of representation made and

disclosed in this work sheet.

_______________________________________(Signature)

Simple Will Worksheet Page 2