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Naming Beneficiaries in my Will

You can name as few or as many beneficiaries as you like, there is no set formula, it is your wishes that are paramount!

EXAMPLE:

A typical distribution of estate assets by a husband and wife (married for the first time) with 2 children.

Each spouse leaves everything to the other spouse, but if both spouses die (i.e.: car accident), all assets are left to the children in equal shares. The assets are held in trust for the children until they reach the age specified by you (i.e. age 21). Until such age, the Executor(s)/Trustee(s) (named by you) can use funds for the education, health and welfare of children.

Wills and Powers of Attorney

REQUEST BY(name in full):
Current Home Address:
(include city and code)
Date of Birth:         I am: malefemale
 
Telephone:  Res- Cell-
 
Bus:          Fax: 
 
Email:     
 
Marital Status:      Married Single Divorced Widowed Common Law
 
If married:      1st time marriage 2nd time marriage 3rd time marriage
 
If currently officially married, and you live together, spouse's name :
 
Details of children of any prior marriage or relationship (prior to existing marriage or existing relationship). State names and dates of birth and whether son or daughter:
 
Details of children of current marriage or relationship (state names and dates of birth and whether son or daughter):
 
Equal shares for all subsequent children. Yes No

WILLS

Testator
Executor
Alternate Executor
Guardian
Beneficiary
Failure Gifts
Cash Legacy

POWERS OF ATTORNEY

Your Name(s)
Power of Attorney
Alternate Attorney
Conditions
 

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