DIY Legal Forms

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Last Will & Testament Worksheet

IMPORTANT: Your will will only specifically distribute the property which you include in it for distribution. Therefore, it is worth the time and effort to inventory all of your property both Real (land, houses, timeshares, condominiums, etc.) and Personal (airplanes, cars, stock certificates, coin collections, jewelry, etc.) if you wish to distribute it among more than one person.

If you (you are the "Testator") wish one person to take the bulk of your estate, (i.e. your spouse or a child) and others to receive only minor bequests from your estate, you may leave the bulk of your property not specifically disposed of to the major beneficiary in the form of the "residue". That is after the specific bequests simply state "I leave the rest and residue of my estate to my spouse". This disposes of all property not specifically listed.

Beneficiaries: (Name, address and telephone number, relationship of beneficiary to testator)

Beneficiaries: (Name, address and telephone number, relationship of beneficiary to testator)

Beneficiaries: (Name, address and telephone number, relationship of beneficiary to testator)

Real property: (address and legal description from deed)

Real property: (address and legal description from deed)

Real property: (address and legal description from deed)

Financial Instruments: (stocks, bonds, mutual funds, money market accounts, etc.)

Insurance Policies: (include name of company and account number. This will not be included in the will because it is not part of your estate, but as you will keep this document with the will or your important papers it will aid your executor in finding the insurance policies and making certain that they are properly handled.)

Personal property: (boats, cars, airplanes, etc. describe in sufficient detail so that they can easily be identified. Simply saying my car will not work if you have more than one. The following would be sufficient "two carat diamond ring in platinum band inscribed with date 12/14/48 and yours forever ring is in safe deposit at first state bank"

Safe deposit box contents: (List name of bank, location and number. Also state location of the key. Inventory box only so that executor will know which items included in the will are in the box.)