Testator Identity
Full legal name, date of birth, and address to clearly identify the person signing the will and avoid confusion during probate.
Clear, state-specific instructions reduce ambiguity about guardianship, executor powers, and asset division, which lowers the chance of disputes and probate delays.
These instructions are designed for married individuals with minor children, their advisors, and the persons who will execute estate plans on their behalf.
Use this guide to prepare a complete draft for attorney review or to finalize an attorney-drafted will with confidence about witness, notary, and retention requirements.
Full legal name, date of birth, and address to clearly identify the person signing the will and avoid confusion during probate.
Clear instructions whether the spouse receives outright property, a life interest, or specific assets, and how children’s shares are handled.
Name primary and alternate guardians for minor children and specify any conditions or age thresholds for custody changes.
If you name a trust for children, state trustee powers, distribution standards, and the age or milestone for final distribution.
Name a primary and alternate executor, list successor powers, and include compensation or bond preferences if desired.
Attach a notarized self-proving affidavit when possible to streamline probate by reducing the need for witness testimony.
Electronic workflows can assist preparation and review, but wills often require wet signatures and witnesses under state exceptions to ESIGN.
Confirm Arizona law and your attorney’s guidance before relying on electronic signatures or remote notarization for wills; many jurisdictions treat wills as an ESIGN exception.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A married couple with two young children drafts a will naming a guardian
A spouse with real estate and retirement accounts uses the will to create a testamentary trust
A will is typically not filed until after the testator’s death.
Executor files the will with county probate court after death to open estate administration.
A notarized affidavit reduces witness testimony needs and speeds admission to probate.
Time to challenge a will varies by state; consult local rules promptly after probate begins.
Review and update the will after marriage, divorce, births, adoptions, or property changes.
All sections finalized and reviewed by counsel if needed.
Testator and required witnesses sign in each other’s presence.
The will becomes operative and executor begins duties.
Executor files with county court to administer the estate.
The testator is the person whose will it is; they must be of sound mind and sign in front of required witnesses. The testator’s signature and capacity are central to later probate admission and any challenges.
Two disinterested witnesses typically attest to the signature; a notary may notarize a self-proving affidavit. Witnesses should be adults competent to attest and not named beneficiaries in many states.