[Docs] Estates & Trusts - Will - Green & Sklarz, LLC

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

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

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:

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

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

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

[Docs] Estates & Trusts – Will