Opening Declaration
Identifies the testator, confirms testamentary intent, and states that earlier wills are revoked, establishing the document as the primary testament.
A valid will gives you control over who receives assets, who administers the estate, and who cares for minor children. It simplifies probate court proceedings and reduces uncertainty for survivors when properly executed and stored.
Individuals creating or updating estate plans typically use a last will to document beneficiaries, executors, and guardianship choices.
Executors, family members, and estate attorneys will also reference the will during probate and estate administration.
Identifies the testator, confirms testamentary intent, and states that earlier wills are revoked, establishing the document as the primary testament.
Names the person responsible for estate administration, authorizes estate management powers, and designates an alternate executor if needed.
Lists particular gifts of cash, property, or personal items, and specifies conditions or timing for distribution to beneficiaries.
Addresses residue of the estate after specific gifts, handling any remainder to named beneficiaries or contingent beneficiaries.
Designates a guardian for minor children and a successor guardian, plus any stewardship instructions for their care.
Includes signature lines for the testator and two witnesses; may include a self-proving affidavit to streamline probate.
| Field | Configuration |
|---|---|
| Signer Roles | Testator | Witnesses | Attorney |
| Witness Authentication | Email or SMS code |
| Notary Integration | Remote notarization where permitted |
| Document Format | PDF/A for archiving |
Confirm the platform supports required file formats, secure storage, and signer role assignment before completing a will online.
Sign the will with two witnesses present and date the instrument.
Ensure the executor knows where the original is stored after the testator's death.
Executor files the will and petition with the probate court when required.
Assets are distributed after creditor claims and taxes are resolved.
File soon after death; timing varies by circumstance
Short statutory windows for notice and filing claims
Estate tax and final income tax deadlines apply
Notarize at execution to simplify probate testimony
Statute of limitations varies for contesting probate
A parent names a guardian and alternate guardian
A testator provides specific gifts to a spouse and children from a prior marriage
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