Roadmap Key
First Clause1
Percentage * To The entire remainder to Five percent (5%) to Ten percent (10%) to Twenty percent (20%) to Twenty-five percent (25%) to One-third (1/3) to Fifty percent (50%) to One-half (1/2) to Two-thirds (2/3) to Seventy-five percent (75%) to (Other) percent to {firstBene1}, Shares * individually jointly in equal shares for its general charitable purposes to be held IN TRUST pursuant to the terms of said trust (leave blank) , Survivorship * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse or if [Name of Trust Beneficiary] does not survive (me/us), then to the other residuary beneficiaries, pro rata .
First Clause2
Percentage * To The entire remainder to Five percent (5%) to Ten percent (10%) to Twenty percent (20%) to Twenty-five percent (25%) to One-third (1/3) to Fifty percent (50%) to One-half (1/2) to Two-thirds (2/3) to Seventy-five percent (75%) to (Other) percent to {firstBene2}, Shares * individually jointly in equal shares for its general charitable purposes to be held IN TRUST pursuant to the terms of said trust (leave blank) , Survivorship * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse or if [Name of Trust Beneficiary] does not survive (me/us), then to the other residuary beneficiaries, pro rata .
First Clause3
Percentage * To The entire remainder to Five percent (5%) to Ten percent (10%) to Twenty percent (20%) to Twenty-five percent (25%) to One-third (1/3) to Fifty percent (50%) to One-half (1/2) to Two-thirds (2/3) to Seventy-five percent (75%) to (Other) percent to {firstBene3}, Shares * individually jointly in equal shares for its general charitable purposes to be held IN TRUST pursuant to the terms of said trust (leave blank) , Survivorship * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse or if [Name of Trust Beneficiary] does not survive (me/us), then to the other residuary beneficiaries, pro rata .
First Clause4
Percentage * To The entire remainder to Five percent (5%) to Ten percent (10%) to Twenty percent (20%) to Twenty-five percent (25%) to One-third (1/3) to Fifty percent (50%) to One-half (1/2) to Two-thirds (2/3) to Seventy-five percent (75%) to (Other) percent to {firstBene4}, Shares * individually jointly in equal shares for its general charitable purposes to be held IN TRUST pursuant to the terms of said trust (leave blank) , Survivorship * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse or if [Name of Trust Beneficiary] does not survive (me/us), then to the other residuary beneficiaries, pro rata .
Second Clause1
Percentage * To The entire remainder to Five percent (5%) to Ten percent (10%) to Twenty percent (20%) to Twenty-five percent (25%) to One-third (1/3) to Fifty percent (50%) to One-half (1/2) to Two-thirds (2/3) to Seventy-five percent (75%) to (Other) percent to {secondBene1}, Shares * individually jointly in equal shares for its general charitable purposes to be held IN TRUST pursuant to the terms of said trust (leave blank) , Survivorship * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse or if [Name of Trust Beneficiary] does not survive (me/us), then to the other residuary beneficiaries, pro rata .
Second Clause2
Percentage * To The entire remainder to Five percent (5%) to Ten percent (10%) to Twenty percent (20%) to Twenty-five percent (25%) to One-third (1/3) to Fifty percent (50%) to One-half (1/2) to Two-thirds (2/3) to Seventy-five percent (75%) to (Other) percent to {secondBene2}, Shares * individually jointly in equal shares for its general charitable purposes to be held IN TRUST pursuant to the terms of said trust (leave blank) , Survivorship * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse or if [Name of Trust Beneficiary] does not survive (me/us), then to the other residuary beneficiaries, pro rata .
Second Clause3
Percentage * To The entire remainder to Five percent (5%) to Ten percent (10%) to Twenty percent (20%) to Twenty-five percent (25%) to One-third (1/3) to Fifty percent (50%) to One-half (1/2) to Two-thirds (2/3) to Seventy-five percent (75%) to (Other) percent to {secondBene3}, Shares * individually jointly in equal shares for its general charitable purposes to be held IN TRUST pursuant to the terms of said trust (leave blank) , Survivorship * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse or if [Name of Trust Beneficiary] does not survive (me/us), then to the other residuary beneficiaries, pro rata .
Second Clause4
Percentage * To The entire remainder to Five percent (5%) to Ten percent (10%) to Twenty percent (20%) to Twenty-five percent (25%) to One-third (1/3) to Fifty percent (50%) to One-half (1/2) to Two-thirds (2/3) to Seventy-five percent (75%) to (Other) percent to {secondBene4}, Shares * individually jointly in equal shares for its general charitable purposes to be held IN TRUST pursuant to the terms of said trust (leave blank) , Survivorship * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse or if [Name of Trust Beneficiary] does not survive (me/us), then to the other residuary beneficiaries, pro rata .
Third Clause1
Percentage * To The entire remainder to Five percent (5%) to Ten percent (10%) to Twenty percent (20%) to Twenty-five percent (25%) to One-third (1/3) to Fifty percent (50%) to One-half (1/2) to Two-thirds (2/3) to Seventy-five percent (75%) to (Other) percent to {thirdBene1}, Shares * individually jointly in equal shares for its general charitable purposes to be held IN TRUST pursuant to the terms of said trust (leave blank) , Survivorship * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse or if [Name of Trust Beneficiary] does not survive (me/us), then to the other residuary beneficiaries, pro rata .
Third Clause2
Percentage * To The entire remainder to Five percent (5%) to Ten percent (10%) to Twenty percent (20%) to Twenty-five percent (25%) to One-third (1/3) to Fifty percent (50%) to One-half (1/2) to Two-thirds (2/3) to Seventy-five percent (75%) to (Other) percent to {thirdBene2}, Shares * individually jointly in equal shares for its general charitable purposes to be held IN TRUST pursuant to the terms of said trust (leave blank) , Survivorship * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse or if [Name of Trust Beneficiary] does not survive (me/us), then to the other residuary beneficiaries, pro rata .
Third Clause3
Percentage * To The entire remainder to Five percent (5%) to Ten percent (10%) to Twenty percent (20%) to Twenty-five percent (25%) to One-third (1/3) to Fifty percent (50%) to One-half (1/2) to Two-thirds (2/3) to Seventy-five percent (75%) to (Other) percent to {thirdBene3}, Shares * individually jointly in equal shares for its general charitable purposes to be held IN TRUST pursuant to the terms of said trust (leave blank) , Survivorship * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse or if [Name of Trust Beneficiary] does not survive (me/us), then to the other residuary beneficiaries, pro rata .
Third Clause4
Percentage * To The entire remainder to Five percent (5%) to Ten percent (10%) to Twenty percent (20%) to Twenty-five percent (25%) to One-third (1/3) to Fifty percent (50%) to One-half (1/2) to Two-thirds (2/3) to Seventy-five percent (75%) to (Other) percent to {thirdBene4}, Shares * individually jointly in equal shares for its general charitable purposes to be held IN TRUST pursuant to the terms of said trust (leave blank) , Survivorship * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then to the other residuary beneficiaries, pro rata or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse or if [Name of Trust Beneficiary] does not survive (me/us), then to the other residuary beneficiaries, pro rata .
We will include a "gift list" with your documents that you may complete later.
Cash Gift1
Please Select I We give Cash Amount to Beneficiary Please Select * , individually, , jointly, , in equal shares, , for its general charitable purposes, (blank) Please Select * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to those beneficiaries of cash bequests who survive me, pro rata or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse Please Select * . (period) ; (semicolon) ; and, (semicolon-and-period)
Cash Gift2
Please Select I we give Cash Amount to Beneficiary Please Select * , individually, , jointly, , in equal shares, , for its general charitable purposes, (blank) Please Select * per stirpes per capita or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita or if (he/she/they) (do/does) not survive (me/us), then to _____ or if (he/she/they) (do/does) not survive (me/us), then to those beneficiaries of cash bequests who survive me, pro rata or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse Please Select * . (period) ; (semicolon) ; and, (semicolon-and-period)
Cash Gift3
Cash Gift4
Real Estate Gift (Outright Transfer)
Subject I We give the real property located at Street Address Address Line 2 City State Zip , and identified as parcel number Permanent Parcel Number, to Beneficiary Shares * , individually, , as joint tenants, , as joint tenants with rights of survivorship, , as tenants in common, (blank) Survivorship * or if (he/she/any such beneficiary) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes. or if (he/she/any such beneficiary) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita. or if (he/she/they) (do/does) not survive (me/us), then to _____. or if any of them do not survive (me/us), then to the other property beneficiaries, pro rata. or if either of them does not survive (me/us), then to the other surviving property beneficiary. or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse.
Real Estate Gift (Option to Purchase)
Intangible Gift1
Subject I We give Percentage * all five percent (5%) ten percent (10%) twenty percent (20%) twenty-five percent (25%) thirty-three percent (33%) fifty percent (50%) (other) percent of our right, title, and interest in Describe type of property to Beneficiary Shares * , individually, , jointly, , in equal shares, , for its general charitable purposes, (blank) Survivorship * per stirpes. per capita. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita. or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse. or if (he/she/they) (do/does) not survive (me/us), then to _____. or if it does not exist as a charitable entity upon (my/our) death, then this gift shall lapse.
Intangible Gift2
Trust Gift1
Subject I We give Describe type of property to Beneficiary Shares * , individually, , jointly, , in equal shares, (blank) Survivorship * per stirpes. per capita. or if (he/she/they ) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per stirpes. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) descendants in equal shares, per capita. or if (he/she/they) (do/does) not survive (me/us), then to _____. or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse.
Trust Gift2
Executors for {name}
Executors for {spouseName}
Agents for {name}
Agents for {spouseName}
Patient Advocates for {name}
Patient Advocates for {spouseName}
Funeral Instructions for {name}
Funeral Instructions for {spouseName}
Communications Disclosure for {name}
Communications Disclosure for {spouseName}
Trust for Children of {name} (BLD1 Trust)
Children of {name}
First Trust Beneficiaries for {name}
BLD1 Cls1-1 (First beneficiary clause 1)
Subject I We give Percentage the entire remainder five percent (5%) ten percent (10%) twenty percent (20%) twenty-five percent (25%) thirty-three percent (33%) fifty percent (50%) (other) percent of the Estate Probate Estate Trust Estate to First Bene1 Shares , individually, , jointly, , in equal shares, (leave blank) Survivorship per stirpes. per capita. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) issue in equal shares, per stirpes. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) issue in equal shares, per capita. or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse. or if (he/she/they) (do/does) not survive (me/us), then to _____. for (its/their) general charitable purposes.
BLD1 Cls1-2 (First beneficiariy clause 2)
Subject I We give Percentage the entire remainder five percent (5%) ten percent (10%) twenty percent (20%) twenty-five percent (25%) thirty-three percent (33%) fifty percent (50%) (other) percent of the Estate Probate Estate Trust Estate to First Bene2 Shares , individually, , jointly, , in equal shares, (leave blank) Survivorship per stirpes. per capita. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) issue in equal shares, per stirpes. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) issue in equal shares, per capita. or if (he/she/they) (do/does) not survive (me/us), then to _____. or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse. for (its/their) general charitable purposes.
BLD1 Cls1-3 (First beneficiary clause 3)
Subject I We give Percentage the entire remainder five percent (5%) ten percent (10%) twenty percent (20%) twenty-five percent (25%) thirty-three percent (33%) fifty percent (50%) (other) percent of the Estate Probate Estate Trust Estate to First Bene3 Shares , individually, , jointly, , in equal shares, (leave blank) Survivorship per stirpes. per capita. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) issue in equal shares, per stirpes. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) issue in equal shares, per capita. or if (he/she/they) (do/does) not survive (me/us), then to _____. or if (he/she/they) (do/does) not survive (me/us), then this gift lapse. for (its/their) general charitable purposes.
Second Trust Beneficiaries for {name}
BLD1 Cls2-1 (Second beneficiary clause 1)
Subject I We give Percentage the entire remainder five percent (5%) ten percent (10%) twenty percent (20%) twenty-five percent (25%) thirty-three percent (33%) fifty percent (50%) (other) percent of the Estate Probate Estate Trust Estate to Second Bene1 Shares , individually, , jointly, , in equal shares, (leave blank) Survivorship per stirpes. per capita. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) issue in equal shares, per stirpes. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) issue in equal shares, per capita. or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse. or if (he/she/they) (do/does) not survive (me/us), then to _____. for (its/their) general charitable purposes.
BLD1 Cls2-2 (Second beneficiariy clause 2)
BLD1 Cls2-3 (Second beneficiary clause 3)
Subject I We give Percentage the entire remainder five percent (5%) ten percent (10%) twenty percent (20%) twenty-five percent (25%) thirty-three percent (33%) fifty percent (50%) (other) percent of the Estate Probate Estate Trust Estate to Second Bene3 Shares , individually, , jointly, , in equal shares, (leave blank) Survivorship per stirpes. per capita. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) issue in equal shares, per stirpes. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) issue in equal shares, per capita. or if (he/she/they) (do/does) not survive (me/us), then to _____. or if (he/she/they) (do/does) not survive (me/us), then this gift lapse. for (its/their) general charitable purposes.
Third Trust Beneficiaries for {name}
BLD1 Cls3-1 (Third beneficiary clause 1)
Subject I We give Percentage the entire remainder five percent (5%) ten percent (10%) twenty percent (20%) twenty-five percent (25%) thirty-three percent (33%) fifty percent (50%) (other) percent of the Estate Probate Estate Trust Estate to Second Bene1 Shares , individually, , jointly, , in equal shares, (leave blank) Survivorship per stirpes. per capita. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) issue in equal shares, per stirpes. or if (he/she/they) (do/does) not survive (me/us), then to (his/her/their) issue in equal shares, per capita. or if (he/she/they) (do/does) not survive (me/us), then this gift shall lapse. or if (he/she/they) (do/does) not survive (me/us), then to _____. or if (he/she/they) (do/does) not survive (me/us), then to those beneficiaries of cash bequests who survive me, pro rata for (its/their) general charitable purposes.
BLD1 Cls3-2 (Third beneficiariy clause 2)
BLD1 Cls3-3 (Third beneficiary clause 3)
Survivorship Clauses for {name}
Retirement Account Held in Trust
Distribution Age for {name}
Trustees for {name}
Trust for Children of {spouseName} (BLD2 Trust)
Children of {spouseName}
First Trust Beneficiaries for {spouseName}
BLD2 Cls1-1 (First beneficiary clause 1)
BLD2 Cls1-2 (First beneficiariy clause 2)
BLD2 Cls1-3 (First beneficiary clause 3)
Second Trust Beneficiaries for {spouseName}
BLD2 Cls2-1 (Second beneficiary clause 1)
BLD2 Cls2-2 (Second beneficiariy clause 2)
BLD2 Cls2-3 (Second beneficiary clause 3)
Third Trust Beneficiaries for {spouseName}
BLD2 Cls3-1 (Third beneficiary clause 1)
BLD2 Cls3-2 (Third beneficiariy clause 2)
BLD2 Cls3-3 (Third beneficiary clause 3)
Survivorship Clauses for {spouseName}
Distribution Age for {spouseName}
Trustees for {spouseName}
Add SNT as a First Beneficiary in Section 3: "I (we) give percent or fraction of the Please Select * Trust Estate Probate Estate to the Trustee of the {sntName}, to be held IN TRUST pursuant to the terms of said trust, or if {sntBene} does not survive (me/us), then this gift shall lapse."
The residuary beneficiaries and trustees will match Sections 5 and 6 of this worksheet. If changes are required, enter notes above to modify the Special Needs Trust.
The age for distribution, residuary beneficiaries, and trustees will match Sections 5 and 6 of this worksheet. If changes are required, enter notes above to modify the Cottage Trust.
The age for distribution, residuary beneficiaries, and trustees will match Sections 5 and 6 of this worksheet. If changes are required, enter notes above to modify the Life Estate Trust.
The trustee will be the same person designated in Section 6. If changes are required, enter notes above to modify the Pet Trust.
The age for distribution and residuary beneficiaries will match Section 5 of this worksheet. If changes are required, enter notes above to modify the Asset Protection Trust.
Comparison of Medicaid Divestment Trust and Gift Trust.
The age for distribution, residuary beneficiaries, and trustees will match Sections 5 and 6 of this worksheet. If changes are required, enter notes above to modify the Medicaid Trust.
Grantors
Grantees
Property Location
End of Worksheet
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