Will with a Testamentary Trust
Provide your details for the creation of a Will with a Testamentary Trust with an optional 'opt out' clause, allowing greater flexibility and asset protections
Your details
Name
First Name
Middle Name
Last Name
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of birth
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
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Appointment of executors
Your first choice (you will have the option to appoint an alternate/s in the next section if your first choice are unable or unwilling to be your Executor). If you appoint more than one, they will be jointly appointed.
Your First choice of executor/s.
*
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Appointment of executors
Your Alternative choice
If none type NA
Alternate Executor list
*
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Guardians
If you are the Guardian of a child under 18, or an adult without capacity, please appoint a Guardian to take care of them. You do not need to nominate the child's other parent or guardian, just someone to act as guardian if you both are unable to be the guardian.
Guardian's Name
First Name
Middle Name
Last Name
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Age of inheritance
At what age should your next of kin inherit your estate?
Age of inheritance
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Use and disposal of my body
How must your remains be dealt with
Please Select
Cremated
Buried
My remains be dealt with in such manner as my executor deems appropriate
As per written directions left amongst my important papers
Do you wish your organs be used for donation?
Yes
No
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Gift of of money or specific items
If none type NA
Gifts
*
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Distribution of the balance of my Estate.
After the specific gifts given (if any) who is to receive the balance , and in what proportion (if more than one person)?
Name of person/s who are to receive the rest of the estate and in what percentage?
*
If the person you have chosen dies before they can inherit, who should receive their share?
The remaining beneficiaries
That person's children in equal shares
In the event that one or more of the aforesaid beneficiaries does not survive me by 30 days, or dies before taking a vested interest in my Estate, then their share shall pass to
First Name
Last Name
In the event that there is no person who can benefit in terms of the aforegoing paragraph, then my estate shall pass to the following
First Name
Last Name
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Testamentary Trust
To allow greater flexibility you can allow certain beneficiaries to opt out of receiving their inheritance in a testamentary trust, i.e. paid directly to them, if they so choose.
What is a Testamentary Trust?
https://youtu.be/WQBT5sJGgEU
Persons who may NOT opt out of receiving their inheritance in a Testamentary Trust.
These are the people who need protecting, or who you want to ensure that they pass on their inheritance to their children once they later pass on.
Full names of all persons who may not opt out of the Testamentary Trust.
First Name
Last Name
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