Section · will
Last Will & Testament A Will specifies how your assets are distributed after death. It covers personal property, real estate, specific gifts, and designates who will manage your estate.
Who should receive your personal and household effects? Includes furniture, appliances, furnishings, jewelry, clothing, vehicles, etc. If leaving to spouse then children, list names. If to others, include full contact info.
Who should receive your real estate? Primary residence, vacation homes, rental properties, land. Names, or full contact info for others.
List any specific gifts and who should receive them Heirlooms, collections, cash gifts, pets. Names, or full contact info for others.
Who should receive the residue and remainder of your property? Bank accounts, investments, retirement accounts, life insurance, business interests, and any other assets not specifically mentioned above.
Who should serve as your Personal Representative (Executor)? This person manages your estate after death — paying debts, filing tax returns, distributing assets. Choose someone trustworthy and capable.
Burial or cremation preferences, and any special final-arrangement requests
Section · trust
Trust A Trust acts as a private container for your assets — avoiding probate, keeping your affairs private, and protecting you if you become incapacitated.
Who should receive the trust assets upon distribution? Specify who receives the trust assets after your death (and your spouse's death, if applicable). Full contact info for anyone not mentioned previously.
Who should serve as successor Trustee after you? Full contact info if these individuals haven't been mentioned previously.
If yes — property address and current mortgage information (if any)