If you cannot answer some questions, simply leave the space blank.
When done, the Wizard will generate a Microsoft Word document with your information organized. Save it to your computer (
File > Save As, and choose Desktop). The Will Planning Wizard consists of 19 pages. For your convenience, the Wizard can be
downloaded in PDF format and printed so you can fill it out by hand.
Sixty percent of Americans die
without a valid will. That usually means state laws take over and distribute their probate estates according to generic formulas that have nothing to do with the decedents' wishes.
Don't let that happen to you.
Will Planning Wizard begins the will preparation process. It does not create a will or a legal document. Instead, it guides you in collecting and organizing your thoughts, information, and documents before you visit your attorney.
(Please note that some states allow an individual to compose his or her own will, but it is wise to employ a qualified attorney. A will is one of the least expensive legal documents, and a well-written one could save your heirs a lot of dollars and hassle.)
To protect your identity, the Will Planning Wizard will not ask for your Social Security number.
None of your information is captured by the Wizard or stored on file. However, if you exit the Wizard before completing it, all of your information will be lost and you will have to start again.
Ready? Click "
Begin" to start. Opens new window
Step 13 of 19
A personal representative administers your estate in accordance with the instructions contained in your Will. Please list a first choice and an alternate, in case the person who is your first choice predeceases you or is unable to serve:
First Choice Name:
Please list the individuals to whom you wish to leave your estate providing instruction as to what percentage shall be received by each beneficiary:
If any of your designated beneficiares should predecease you, do you want to distribute the gift among surviving beneficiaries? Or pass the gift to the children of deceased beneficiary?
If you die before your children reach the age of eighteen, who do you wish to serve as their guardian?
First Choice Name:
Please list the charitable organizations to which you would like to bequeath an interest from your estate, and the approximate amounts(s) you would like to leave to each:
Testamentary Trust If you wish, you can create a testamentary trust in your Will to become effective upon your death. The classic reason to establish such a trust is to ensure the well-being of your minor children, finance their education, etc. However, a testamentary trust can be created to accomplish a wide variety of goals. If you are interested in creating a testamentary trust, or have questions, please indicate your wishes and questions below.