| CHAPTER> |
TITLE |
PAGE |
| INTRODUCTION |
1 |
| Chapter 1 |
THE PURPOSE OF A WILL |
3 |
| Chapter 2 |
WORD DEFINITIONS
1. Beneficiary
2. Community Property Laws
3. Curtesy Laws
4. Dower Laws
5. Estate
6. Estate Taxes
State Inheritance Taxes
Federal Estate Taxes
7. Forbearance
8. Executor (Executrix)
9. Guardian
10. Heirs
11. Intestate
12. Per Capita
13. Per Stripes
14. Probate
15. Testate
16. Testator (Testatrix)
17. Testamentary Trust
18. Will
OVERVIEW |
5-7
5
5
5
5
5
5
5
5-6
6
6
6
6
6
6
6
6
7
7
7
7
7 |
| Chapter 3 |
AFTER THE WILL, THEN WHAT?
1. Availability of the Will
2. Is It Your Last Will and Testament?
3. Were the Legal Requirements Met?
4. Are the Heirs Satisfied? |
9-10
9
9
9-10
10 |
| Chapter 4 |
DISPOSITION OF PROPERTY BY OTHER THAN A WILL
1. Disposition By Contract
2. Disposition By Trust
Testamentary Trust
Living Trust | 11
11
11
11
11 |
| Chapter 5 |
WHAT THIS KIT PROVIDES
a. State of Residence
b. Assumption of Debts
c. Special Directives
d. Common Disaster Provisions
e. Designation of a Principal Heir
f. Unlimited Other Heirs
g. Testamentary Trust Provisions
h. The Naming of an Executor
i. The guardianship of a Minor Child
j. Additional provisions
OVERVIEW | 13-14
13
13
13
13
13
13
13
13
13
13
14 |
| Chapter 6 |
DESCRIPTION OF THE FORMS
1. Form AW-101
Introductory Clause
Residency Clause
2. Form AW-102
Debt Clause
Special Directives Clause
Common Disaster Clause
3. Form AW-103
Principal Distribution Clause
4. Forms AW-104a-b-c and AW105a-b-c
Distribution Clause and Distribution Clause Continued
Survivorship Provision
Debt and Forbearance Provisions
5. AW-105_
Distribution Clause, Continued (unlimited heirs)
6. Form AW-106 and AW-107
Testamentary Trust Clause
7. Form AW-108
Executror(Executrix) Appointment Clause
8. Form AW-109
Guardian Appointment Clause
9. AW-110
Saving Clause
Attestation Clause
10. Form AW-111
Affidavit To Self-Prove the Will
11. Form AW-112
Property Inventory
12. Form AW-113
Statement of Interment, Cremation and Wishes
OVERVIEW | 15-20
15
15
15
15
15
15
16
16
16-17
17
17
17
17
17-18
17-18
18
18
18-19
18-19
19
19
19
19
19-20
20
20
20
20
20
20
20 |
| Chapter 7 |
SCHEDULE OF STATE LAWS AND WITNESS REQUIREMENTS | 21 |
| Chapter 8 |
THE STEP-BY-STEP PREPARATION OF THE LAST WILL AND TESTAMENT
STEP NO. 1 The Selection of the Last Will and Testament Forms
OVERVIEW
STEP NO. 2 The Preparation of the Last Will and Testament Forms
A. Form AW-101
Introductory Clause
Residency Clause
B. Form AW-102
Debt Clause
Special Directives Clause
Common Disaster Clause
C. Form AW-103
Principal Distribution Clause
D. Form AW-104a-b-c and AW-105a-b-c
Distribution Clause
Real Property
Personal Property
Survivorship Provision
Debt and Forbearance Provisions
E. Forms AW-106
Testamentary Trust Clause
F. Form AW-107
Testamentary Trust Clause, Continued
G. Form AW-108
Executor(Executrix) Appointment Clause
H. Form AW-109
Guardian Appointment Clause
I. Form AW-110
Saving Clause
Attestation Clause
J. Form AW-111
Affidavit To Self-Prove the Will
K. Forms AW-112 and AW-113
Property Inventory
Statement of Interment, Cremation and Wishes
STEP NO. 3 Signing the Last Will and Testament
Signing the Affidavit
STEP NO. 4 Filing or Storing the Will
CONCLUSION | 23-30
23-24
24
24
24
24
25
25
25
25
25
25-26
25-26
26
26
26
27
27
27
27
27
27-28
27-28
28
28
28
28
29
29
29
29
29
29
29
29
21
29-30
30
30 |
APPENDIX A (SPECIMEN FORMS)
INDEX TO THE APPENDIX
SPEIMEN FORMS
APPENDIX B (REMOVEABLE FORMS) |
31
32
33-61
63 |