Home
Areas of Practice
Events
News
Professionals
Contact Us
GS Blog

Call us today! (203) 285-8545

info@gs-lawfirm.com

No products in the cart

Login

Remember me?

Login

Home
Areas of Practice
Events
News
Professionals
Contact Us
GS Blog

[Docs] Estates & Trusts – Will

Step 1 of 20

5%

Administrative Information
Attorney Name
First Last
Attorney Email
Date
MM slash DD slash YYYY
Entered Into by...
- TESTATOR
- TESTATRIX

Client Information
This is my...
- Last Will and Testament ("My Will")
- Will
Client Name
Please use CAPITAL LETTERS
First Last
Client Address
Address Line 1 Address Line 2 City State ZIP Code
County of Residence
Client Gender
- His
- Her
Email
Phone

1. Family Information
Is there a spouse?
- Yes
- No
Spouse Name
Please use CAPITAL LETTERS
First Last
Spouse is:
- Wife
- Husband
- Spouse
Is there a child(ren)?
- Yes
- No
How many child(ren)?
- 1
- 2
- 3
- 4
- 5
- more than 5
Child(ren) Number (word)
please type the number "word", eg. one, two, three, etc...
Child(ren) Information
Child # 1 Name
Please use CAPITAL LETTERS
First Last
Child # 1 Address
City State
Child # 2 Name
Please use CAPITAL LETTERS
First Last
Child # 2 Address
City State
Child # 3 Name
Please use CAPITAL LETTERS
First Last
Child # 3 Address
City State
Child # 4 Name
Please use CAPITAL LETTERS
First Last
Child # 4 Address
City State
Child # 5 Name
Please use CAPITAL LETTERS
First Last
Child # 5 Address
City State

2. Guardians
Are you assigning a Guardian?
- Yes
- No
Guardian Name
Please use CAPITAL LETTERS
First Last
Guardian Address
City State
Guardian Relationship
Are you assigning a Sub-Guardian?
- Yes
- No
Sub-Guardian # 1 Name
Please use CAPITAL LETTERS
First Last
Sub-Guardian # 2 Name
Please use CAPITAL LETTERS
First Last
Sub-Guardians' Address
City State
Sub-Guardian Relationship

3. Executor
I Nominate...
if "Other," please use CAPITAL LETTERS
- my wife
- my husband
- my spouse
Name of Other Executor
Please use CAPITAL LETTERS
First Last
Nominate Sub-Executor?
- Yes
- No
How Many Sub-Executors?
- One (1)
- Two (2)
Name of Sub-Executor 1
Please use CAPITAL LETTERS
First Last
Address of Sub-Executor 1
City State / Province / Region
Name of Sub-Executor 2
Please use CAPITAL LETTERS
First Last
Address of Sub-Executor 2
City State / Province / Region
Release Requirement for Executor Security?
- Yes
- No

4. Specific Requests
Add as necessary. Specific bequests of tangibles should be made in Tangibles article.
Specific Bequests

5. Specific Devises
Add as necessary.
Specific Devises

6. Tangible Personal Property
Specific Bequests of Personalty, if any

7. Exercise of Power of Appointment
Add as necessary.
Exercise of Power Appointment

8. Residuary Estate
Is there a Co-Trustee?
- Yes
- No
Name of Co-Trustee
Please use CAPITAL LETTERS
First Last
Trust Agreement Executed on...
- Same Day As The Execution of this Will
- Prior To The Execution of Will

9. Provisions for Beneficiaries Under Certain Age
Age (word)
Age (number)
Please enter a number from 1 to 200.

10. Payment of Debts, Expenses, and Taxes
Need to Avoid State Estate Tax?
- federal
- federal or state
Are there Expenses Due to Last Illness?
- Yes
- No
Expense of Last Illness
Enter Dollar Amount
Executor Recover Federal Estate Taxes...
- to the maximum extent provided under federal tax recovery provisions of the Internal Revenue Code...
- with respect to any qualified terminable interest property included in my gross estate and with respect to the following only:
...With Respect to the Following 1:
...With Respect to the Following 2:
...With Respect to the Following 3:

11. Powers of Executor
No information needed. Please continue.

12. Executor's Elections
G. (1) Choose one:
- To elect to have all or any part of any eligible trust qualify as “qualified terminable interest property” within the meaning of Section 2056(b)(7) of the Internal Revenue Code.
- To elect to have all or any part of any eligible trust qualify as “qualified terminable interest property” within the meaning of Section 2056(b)(7) of the Internal Revenue Code or as “qualified domestic trust” property within the meaning of Section 2056A of the Internal Revenue Code.
Use Clayton QTIP
- Yes
- No

13. Business Powers
No information needed. Please continue.

14. Simultaneous Death
Client Predeceased / Survived Spouse
select one:
- Predeceased
- Survived

15. General Administrative Provisions
C. "Children" and "Issue" include...respective issue born or legally adopted...
- after
- after, as well as, before
C. ...the execution of...
- this Will
- this Will, as well as, any children born to or legally adopted by me and my ${wifehusbandspouse} after the execution of this Will and their respective issue
Request to Dispense with Interests of Persons Unborn or Unascertained?
- Yes
- No
Grant All Rights, Powers, Privileges, etc to Remaining Executors?
- Yes
- No

16. Omission of Issue
No information needed. Please continue.

17. No Contest Provision
No information needed. Please continue.

Execution
Client Execution Date: Day (Ordinal)
please enter ordinal numbers: 1st, 2nd, 3rd, etc.
Client Execution Date: Month
please enter January, February, March, etc...
Client Execution Date: Year
please enter 2019, 2020, 2021, etc.
Please enter a number from 1900 to 2100.
Witness Execution Date: Day (Ordinal)
please enter ordinal numbers: 1st, 2nd, 3rd, etc.
Witness Execution Date: Month
please enter January, February, March, etc...
Witness Execution Date: Year
please enter 2019, 2020, 2021, etc.
Please enter a number from 1900 to 2100.
State of Execution?
- Connecticut
- Massachusetts
Connecticut City of Execution
City
Connecticut County of Execution
City and State of Execution for Witnesses
City State / Province / Region
Connecticut Notary Date
Commissioner of the Superior Court
Please use CAPITAL LETTERS
Massachusetts County of Execution

Δ

RECENT GS LAW NEWS

Confirming Arbitration Awards in Federal Court – Supreme Court Decision Impacts Petition Requirements
TRN Podcast: AccountingWeb’s Seth Fineberg on May Summit in San Diego
Tax Rep Network Podcast: The Lifecycle of a Criminal Tax Case
Tax Rep Network: Mad at the IRS? Blame Congress! with Guinevere Moore
Tax Rep Network Podcast: Automate Everything! With Andrew Lassise

IRS Representation Done Right Contact Us Today

New England's Premier Tax Representation Law Firm
Contact Us

Join us for the Annual IRS Representation Conference

November 17 & 18, 2022

REGISTRATION OPEN!

CONNECT WITH US

© 2023 · Green & Sklarz LLC · Designed by byStorm Studios