Examples of All the Last Will Documents

Paper Type:  Essay
Pages:  7
Wordcount:  1678 Words
Date:  2021-05-28
Categories: 

I, Roger Williams,declare that this is my last will and testament and that I hereby revokeall wills and or codicils previously made either jointly or severally by me. I declare I amof sound mind and of legal age to make this will and that this will and testament expresses my wishes without duress or undue stress.

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I hereby nominate, constitute and appoint Anthony Smart as my Executor and Trustee or if this Executor is unable or willing to serve, then I appoint Sally Able as an alternate Executor and Trustee.

I hereby give and grant the Executor powers and authority as are required and allowed in the law and that in particular of assumption.

My Executors shall have the authority to engage the services of an attorney, accountants,as they may deem necessary to assist in the execution of my last will and testament.

My Executors shall use the BankTrust account worth 100,000 dollars to pay my debts and whatever is left to be divided equally amongst all my living heirs

I give the following legacies:

Blackacre Estate worth 300,000 dollars to my wife, Mary Williams

The shares at Greenacreworth 100,000 dollars to go to my children John, Susan, and Ramona and to be divided equally amongst them

The BankCom account worth 300,000 dollars earning 3% interest to go to Anthony Smart, as trustee, in trust for Mary Williams, to have as use of income from the account for life; and when she dies, to be divided equally among all his grandchildren 15 years after my death

The Good Bank checking account worth 25,000 dollars to Mary Williams

The stock in XCorp worth 1200 shares to my brother, Stanley, to have the income from the stock for life;

My whole life insurance policy with PayLife of 150,000 dollars to Mary Williams

The first editions to Susan Williams

The guns to Romana Williams

The watch to John Williams

The cufflinks to go to John Williams

The tap shoes to Romana Williams

The separate list describing my souvenirs and trinkets with the accurate list of names to be given to the people representedtherein at thetime of my death

If the individual named above in 6 (e) predeceases Mary, then the property goes to Mary for life andto be equally divided among John, Susan, Ramona, and George

If theres any property not specifically provided for in my will and testament, I would like such property to go to my wife, Mary Williams

Words signifying one gender shall include the others and words signifying the singular shall include plural and vice versa where appropriate

Signed on this day of1st February 2017at the Law Office of Angela Attorney,in Center City, Kansatuckyin the presence of the followingwitnesses:

SIGNATURE: ____________________

WITNESSES PRESENT

As witnesses, we declare that we are of legal age and of sound mindto witness a will and testament and that to the best of our knowledge. Roger Williams, the creator of this will, is of sound mind and of legal age to make this will and that this will and testament expresses his wishes without duress or undue stress.We declare that Roger Williams signed this will in our presence as we then signed as witnesses in his presence, all being present at the same time.

Under penalty of perjury, we declare to be genuine and correct on this day of1st February 2017at Law Office of Angela Attorney, in Center City, Kansatucky.

Witness 1

Name: Wally Thomas

Address: 02 Willow Lane, Happyville, Kansatucky

SIGNED: ____________

Witness 2

Name: Wanda Fully

Address: 112 Willow Lane, Happyville, Kansatucky

SIGNED: ____________

Witness 3

Name: Wilson Woods

Address: 32 Willow Lane, Happyville, Kansatucky

SIGNED: ____________

LAW OFFICE OF ANGELA ATTORNEY,CENTER CITY, KANSATUCKY

ATTORNEY: _________________________ SIGNED: _____________________

PART 2

Based on the descriptions of Susans situation, the best trust agreement to cover for her would be a discretionary trust agreement.

DISCRETIONARY TRUST AGREEMENT

THIS DEED OF TRUST made as of day of ___________ between ROGER WILLIAMS, of 12 Willow Lane, Happyville, Kansatucky(Hereinafter called the Original Settlor)OF THE FIRST PART andSUSAN WILLIAMS of 12 Willow Lane, Happyville, Kansatucky(Hereinafter called the Original Trustees).

IDENTIFICICATION OF TRUST

The trust created by this agreement shall be known as The Roger Family Trust

PURPOSE OF TRUST

The purpose for which the Trust is organized and operated is to exclusively provide the necessary expenses for food, housing, and medical care.

DEFINITION

Settlorhas a meaning the original settlor, or any other person (in his personal capacity as a trustee) assigns and transfers the agreement or testamentary to become part of the Trust Fund.

Trust means the trust formed in under the laws of the state

BENEFICIARY

The beneficiary of the Trust shall be, Susan Williams and not any other individuals who participate in the activities of the Settlor. The Trustees may make payments to serve the sole purposes of the welfare of the beneficiary, and a receipt of the same shall show the amounts thereof.

TRUST ASSETS

Settlors hereby transfer to the Trust on the Effective Date as previously mentioned in the binding agreement. For doubt avoidance, the settlors acknowledge their contributions to the Trust. Therefore, the settlor releases the transfers, remises, and quitclaims to the Trust. The settlor herein the BankCom account worth 300,000 dollars earning 3% interest and the stock in XCorp worth 1200 shares.

TRUSTEES

Subject to the terms of the TrustDeed, the Trustees shall hold the Trust Fund in trust for the beneficiary and shall under their powers keep the same invested and under their discretion may pay for the benefit of the beneficiary and with authority to exclude any of them. The trustees through their power of discretion may decide to accumulate part or all income from the assets of the Trust Fund and add to the capital as they may deem right and shall hold and keep invested or re-invested share to the Trust Fund.

POWERS RIGHTS AND OBLIGATION OF THE TRUSTEES

Additional to powers conferred upon the trustees by this Agreement and or the law, the Trustees shall have the authority, power, and discretion as follows:

To retain any securities, cash and or property belonging to or forming part of the Trust Fund in the actual state from time to time or condition in which the same shall be received by the trustees as long as the Trustees deem it right.

To invest and reinvest any and all cash, property, and securities belonging to or are part of the assets of the Trust Fund without any limitation. In this context, the trustee may invest in and hold shares issued by any company, private or public.

ADMINISTRATION OF TRUST

The Trustees may adopt any regulations and rules they form from time to time and deem proper to govern their procedure. The trustees may act by either their resolutions decided by them using the power vested in them to determine for the benefit of the beneficiary.

REVOCABLE TRUST

The trusts herein declared are and shall be revocable by the original settlor.

DECLARATION BY THE SETTLOR

To the extent of any payment or transfer the property from the Trust Fund to the beneficiary constitutes property acquired by gift from a settlor. The beneficiary is subject to property division, analysis or allocation of benefits. All interests in this context show that the beneficiary will be exempted under specific issues including complete control over the Trust Fund.

TRUSTEES ACCEPTANCE

The Trusteesat this moment accept the trusts declared andagreed to act until discharged by resignation or by another legal manner.

AMENDMENTS

While the founder of the trust is alive or in existence, the provisions of this Trust may be amended for the time being to address the issues raised by the Founder.

IN WITNESS of which, the parties hereto have accepted the agreement to be executed but their authorized representatives as per the date that is written above.

SIGNED AND SEALED in presence of

WITNESS (Settlor):Roger WilliamsSIGNED_____________________

WITNESS (Trustee): Susan WilliamsSIGNED_____________________

WITNESS (Trustee):ROGER FAMILY TRUSTEESIGNED _____________________

ATTORNEY: __________________________________SIGNED_____________________

PART 3

THE STATE OF KANSATUCKY

COUNTY OF CENTER DISTRICT COURT

PROBATE DIVISION

_________ JUDICIAL DISTRICT

Court File No.________________

Estate of

Roger Williams

Decedent AND ORDER OF

INFORMAL APPOINTMENT OF

PERSONAL REPRESENTATIVE

The Application for the Informal Probate of Will and Informal Appointment of Personal Representative signed byAnthony Smart came before the Registrar on30thApril 2017. The Registrar having considered the Application determines the following:

The Application is complete

The Applicant has declared has declared or affirmed that the representations contained in the Applications are true to the best of Applicants knowledge and or belief.

The Applicant appears from the Application to be an interested person as defined by Kansatucky Law

On the basis of the statements in the Application, venue in this County is proper

Any notice required by the Minnesota Law has been given

Descendants will is comprised of the following:

Last will dated1st February 2017

Codicil(s) dated

Separate writings(s) under Kansa. Stat. 524.2 513

(Check if applicable) The Will Refers to a separate writing, but none has been found.

The documents comprising of the Will:

Are in the Registrars possession

Have been probated elsewhere, and an authenticated copy of the will and statement or order probating the same accompany thisstatement.

Decedent died on 1st April 2017 and at least 120 hours, but not more than 3 years, (except as permitted by Kansa. Stat. 524.3 108) have elapsed since the Descendants death.

(Check appropriate boxes)Decedent left no surviving spouse

Decedent left no surviving issue

All issue of Decedent is issues of Decedents surviving spouse except for:

There are issuesof the surviving spouse who are not issue of the Decedent

From the statements in the Application, the person appointed below has priority and is entitled to be appointed a personal representative, and is not disqualified to serve as a personal representative.

The will specifies

Bond:

No bond

Minimum bond

$_______bong

Unspecified

Administration:

Undesignated

Unsupervised

Supervised

The Application indicates that there is no personal representative appointed in this or another county of Minnesota whose appointment has not been terminated.

IT IS ORDERED:

The Application is granted.

The Will is informally probated

Anthony Smart is informally appointed as the personal representative of the Decedent

Upon filing the required bond and statement of acceptance and oath, letters testamentary will be issued.

_______________________________________

Registrar Signed

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Examples of All the Last Will Documents. (2021, May 28). Retrieved from https://midtermguru.com/essays/examples-of-all-the-last-will-documents

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