Testator Identity
Full legal name, date of birth, and residence to establish the will-maker’s identity and domicile for probate jurisdiction.
A statutory will simplifies language and reduces drafting time for routine estates while preserving the core legal elements needed for probate.
Typical users include individuals with modest, uncomplicated estates and attorneys who want a consistent baseline document for clients.
Full legal name, date of birth, and residence to establish the will-maker’s identity and domicile for probate jurisdiction.
Language expressly revoking prior wills and codicils to avoid conflicting instruments and streamline probate administration.
Name successor personal representative with powers to collect assets, pay debts, and distribute according to the will’s terms.
List items or dollar gifts naming beneficiaries and alternate recipients for each specific gift to reduce ambiguity.
Direct how remaining estate assets are distributed after specific gifts and debts are satisfied to avoid intestacy.
Signature lines, printed names, dates, witness attestations, and optional notary or self-proving affidavit for ease of probate.
If parts of the workflow use digital tools, ensure the platform supports required file types and secure distribution.
Execute the will while you are of sound mind and before expected incapacity occurs.
File the will with the probate court after death to begin estate administration.
Estate tax and final income tax filings follow federal deadlines; consult IRS guidance for dates.
Review the will after major life events: marriage, divorce, births, or large asset changes.
Keep the original will and key attachments indefinitely; follow record retention guidance for related records.
| Criteria | Statutory Will | Attorney-Drafted Will | Holographic Will |
|---|---|---|---|
| Complexity | low | high | low |
| Customization | limited | extensive | very limited |
| Probate Acceptance | generally accepted | strong acceptance | varies by state |
| Recommended Use | simple estates | complex estates | emergency or informal situations |
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/yr | Varies by plan | Varies by plan | Varies by plan |
The person executing the will; must have testamentary capacity and sign in the presence of the required number of witnesses under state law to create a valid will.
Provides legal advice, confirms formalities, may prepare a self-proving affidavit, and advises storage and probate filing strategy to minimize contest risk.