How do I find a template for writing a Will?

S

Shadowhawke

I am using MS XP Professional and am trying to find a template or macro to
write a legal Last Will and Testament and also a Special Needs Trust. It
needs to be somewhat self explanatory. Thanks!
 
J

JoAnn Paules

I would not recommend it. Free templates may not stand up in a court of law.
Ditto for a trust. You really need to talk to an attorney.
 
R

Rich/rerat

Shadowhawke,
As a recipient of two (2) "Special Needs Trusts" myself, in two different
State jurisdictions, I know from personal experience. You really need to
have a lawyer/accountant set it up. Each State has a different process in
establishing & regulating these trusts. And do it now. You can create the
trust while you are alive, and designate yourself as the trustee. Then in
your will, designate a new trustee for the trust.

Also if you have stocks and bonds, 401K, insurance policies, or real estate,
you should make sure that they benefit the "Special Needs Trust" directly,
not the heir themselves, the tax consequences could be harsh, if not done
right. If possible, liquidating some of your assets and start funding this
trust now, don't wait until your death. Especially since the current "estate
tax laws" are about to expire in the coming years.

Again see a qualified lawyer for this.

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I would not recommend it. Free templates may not stand up in a court of law.
Ditto for a trust. You really need to talk to an attorney.
 
K

Kate G.

Having set up a Special Needs trust for my disabled son... I would not
advise you trying to do this yourself. Wording is important... and
different states have different laws.

As for the will -- that one isn't nearly as big of a deal ... generally
speaking. But for the trust... certainly worth finding an attorney -- one
that specializes in the disabled... or in elder law. (Special needs trusts
are different than traditional trusts.)
 

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