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Last Will ,Durable Power Of Attorney , Living Will

Attorney Drafted Estate Package

You will receive all three completed forms in PDF format, ready for notarization, and instructions to guide you. Please use Blue Ink Only

Durable Power of Attorney

last will

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Estate Planning Document Services - Last Will, Living Will (Healthcare Directive) & Durable Power of Attorney

Estate Planning

All-Inclusive Price Limited Time Special $500

Includes : All Notary Witnesses

Documents Fully Prepared

All Notarization Included

Durable Power Of Attorney (Financial Power Of Attorney)

Please fill in the necessary details to generate a Power of Attorney. After submitting the information, you will receive the documents for your review. The completed document will be sent in PDF format with the information you provided. This is the example of the form below.

On the ___ day of __________________, 20____ I, __________________, the
principal, of __________________, State of __________________, hereby designate
__________________, of __________________, State of __________________, my
attorney-in-fact (hereinafter my “attorney-in-fact”), to act as initialed below, in my name,
in my stead and for my benefit, hereby revoking any and all financial powers of attorney
I may have executed in the past.

Please confirm that in order to protect the authenticity of your documents, we will only notarize them with fraud-proof blue ink.

Principle First Name

Principle Middle Name

Principle Last Name

(Principle) Select the Date you designate your Attorney-In-Fact

Please clarify the relationship of the individual whom you have appointed as your Attorney-In-Fact.

(Principle) Write The City and State You Reside

Please provide the details for the position/title of the person you appoint as your Attorney-In-Fact.

Is the document being signed by the Attorney-in-Fact identical to the one signed by the principal, and is it being signed in the same city and state?

Please choose how the designated Attorney -In- Fact will sign the document?

Attorney-In-Fact Designation First Name

Attorney-In-Fact Designation Middle Name

Attorney-In-Fact Designation Last Name

Write The City and State Where the Attorney-In-Fact Reside

POWERS OF ATTORNEY-IN-FACT

My attorney-in-fact shall exercise powers in my best interests and for my welfare as a
fiduciary.

My attorney-in-fact shall have the following powers:

(Choose the applicable power(s) by checking the appropriate boxes in the preceding space)

Please leave it blank or unchecked if you do not want to grant a specific fiduciary power.

(Principle) Please select the appropriate actions that the attorney-in-fact needs to take.

BANKING - With regard to banking and other financial institution transactions, my agent shall have the authority to conduct banking transactions as provided in § 709.2208(1), Florida Statutes. Without limiting the foregoing, my agent shall have the general authority to engage in the following transactions with financial institutions: Continue, modify, and terminate an account or other banking arrangement made by or on behalf of the Principal; Establish, modify, and terminate an account or other banking arrangements with a bank, trust company, savings and loan association, credit union, thrift company, brokerage firm, or other financial institution selected by the Agent; Contract for services available from a financial institution, including renting a safe deposit box or space in a vault; Withdraw, by check, order, electronic funds transfer, or otherwise, money or property of the Principal deposited with or left in the custody of a financial institution; Receive statements of account, vouchers, notices, and similar documents from a financial institution and act with respect to them; Enter a safe deposit box or vault and withdraw or add to the contents; Borrow money and pledge as security personal property of the Principal necessary to borrow money or pay, renew, or extend the time of payment of a debt of the Principal or a debt guaranteed by the Principal; Make, assign, draw, endorse, discount, guarantee, and negotiate promissory notes, checks, drafts, and other negotiable or nonnegotiable paper of the Principal or payable to the Principal or the Principal's order, transfer money, receive the cash or other proceeds of those transactions, and accept a draft drawn by a person upon the Principal and pay it when due; Receive for the Principal and act upon a sight draft, warehouse receipt, or other document of title whether tangible or electronic, or other negotiable or nonnegotiable instrument; Apply for, receive, and use letters of credit, credit and debit cards, electronic transaction authorizations, and traveler's checks from a financial institution and give an indemnity or other agreement in connection with letters of credit; and Consent to an extension of the time of payment with respect to commercial paper or a financial transaction with a financial institution.

LENDING OR BORROWING - To make loans in my name; to borrow money in my name, individually or jointly with others; to give promissory notes or other obligations therefor; and to deposit or mortgage as collateral or for security for the payment thereof any or all of my securities, real estate, personal property, or other property of whatever nature and wherever situated, held by me personally or in trust for my benefit.

GOVERNMENT BENEFITS - To apply for and receive any government benefits for which I may be eligible or become eligible, including but not limited to, Social Security, Medicare and Medicaid.

RETIREMENT PLAN - To contribute to, select payment option of, roll-over, and receive benefits of any retirement plan or IRA I may own, except my attorney-in-fact shall not have power to change the beneficiary of any of my retirement plans or IRAs.

TAXES - To complete and sign any local, state and federal tax returns on my behalf, pay any taxes and assessments due and receive credits and refunds owed to me and to sign any tax agency documents necessary to effectuate these powersem 2

INSURANCE - To purchase, pay premiums and make claims on life, health, automobile and homeowners' insurance on my behalf, except my attorney-in-fact shall not have the power to cash in or change the beneficiary of any life insurance policy.

REAL ESTATE - To acquire, purchase, exchange, lease, grant options to sell, and sell and convey real property, or any interests therein, on such terms and conditions, including credit arrangements, as my attorney-in-fact shall deem proper; to execute, acknowledge and deliver, under seal or otherwise, any and all assignments, transfers, deeds, papers, documents or instruments which my attorney-in-fact shall deem necessary in connection therewith.

PERSONAL PROPERTY - To acquire, purchase, exchange, lease, grant options to sell, and sell and convey personal property, or any interests therein, on such terms and conditions, including credit arrangements, as my attorney-in-fact shall deem proper; to execute, acknowledge and deliver, under seal or otherwise, any and all assignments, transfers, titles, papers, documents or instruments which my attorney-infact shall deem necessary in connection therewith; to purchase, sell or otherwise dispose of, assign, transfer and convey shares of stock, bonds, securities and other personal property now or hereafter belonging to me, whether standing in my name or otherwise, and wherever situated.

POWER TO MANAGE PROPERTY- To maintain, repair, improve, invest, manage, insure, rent, lease, encumber, and in any manner deal with any real or personal property, tangible or intangible, or any interests therein, that I now own or may hereafter acquire, in my name and for my benefit, upon such terms and conditions as my attorney-in-fact shall deem proper.

STOCKS AND BONDS - With regard to stocks and bonds, to conduct investment transactions as provided in section 709.2208(2), Florida Statutes. Without limiting the foregoing, my agent shall have the general authority with respect to investment instruments to take the following actions: Buy, sell, and exchange stocks and bonds; Establish, continue, modify, or terminate an account with respect to stocks and bonds; Pledge stocks and bonds as security to borrow, pay, renew, or extend the time of payment of a debt of the Principal; Receive certificates and other evidence of ownership with respect to stocks and bonds; and Exercise voting rights with respect to stocks and bonds in person or by proxy, enter into voting trusts, and consent to limitations on the right to vote.

COMMODITIES AND OPTIONS - In regards to commodities and options, the Principal authorizes the Agent to buy, sell, exchange, assign, settle, and exercise commodity futures contracts and call or put options on stocks or stock indexes traded Page 4 of 7 on a regulated option exchange; and establish, continue, modify, and terminate option accounts

GIFTS - To make gifts, grants, or other transfers (including the forgiveness of indebtedness and the completion of any charitable pledges I may have made) without consideration, either outright or in trust to such person(s) (including my attorney-in-fact hereunder) or organizations as my attorney-in-fact shall select, including, without limitation, the following actions: (a) transfer by gift in advancement of a bequest or devise to beneficiaries under my will or in the absence of a will to my spouse and descendants in whatever degree; and (b) release of any life interest, or waiver, renunciation, disclaimer, or declination of any gift to me by will, deed, or trust

LEGAL ADVICE AND PROCEEDINGS - To obtain and pay for legal advice, to initiate or defend legal and administrative proceedings on my behalf, including actions against third parties who refuse, without cause, to honor this instrument.

SAFE DEPOSIT BOX - To have access at any time or times to any safedeposit box rented by me or to which I may have access, wheresoever located, including drilling, if necessary, and to remove all or any part of the contents thereof, and to surrender or relinquish said safe-deposit box; and any institution in which any such safe-deposit box may be located shall not incur any liability to me or my estate as a result of permitting my attorney-in-fact to exercise this power.

SPECIAL INSTRUCTIONS: On the following lines are any special instructions limiting or extending the powers I give to my attorney-in-fact (Write “None” if no additional instructions are given):

AUTHORITY OF ATTORNEY-IN-FACT:

Any party dealing with my attorney-in-fact
hereunder may rely absolutely on the authority granted herein and need not look to the
application of any proceeds nor the authority of my attorney-in-fact as to any action
taken hereunder. In this regard, no person who may, in good faith, act in reliance upon
the representations of my attorney-in-fact or the authority granted hereunder shall incur
any liability to me or my estate as a result of such act. I hereby ratify and confirm
whatever my attorney-in-fact shall lawfully do under this instrument. My attorney-in-fact
is authorized as he or she deems necessary to bring an action in court so that this
instrument shall be given the full power and effect that I intend on by executing it.

LIABILITY OF ATTORNEY-IN-FACT: My attorney-in-fact shall not incur any liability to
me under this power except for a breach of fiduciary duty.

REIMBURSEMENT OF ATTORNEY-IN-FACT: My attorney-in-fact is entitled to
reimbursement for reasonable expenses incurred in exercising powers hereunder, and
to reasonable compensation for services provided as attorney-in-fact.

AMENDMENT AND REVOCATION: I can amend or revoke this power of attorney
through writing delivered to my attorney-in-fact. Any amendment or revocation is
ineffective as to a third party until such third party has notice of such revocation or
amendment.

Having witnesses for a durable power of attorney is important in Florida for several reasons:

It ensures that the power of attorney is properly executed and valid under Florida law. According to Section 709.2105, in order for a power of attorney to be valid, you must sign the Florida power of attorney in the physical presence of two (2) witnesses and must be acknowledged by a notary ¹ ². You must all sign in the presence of each other when executing the power of attorney.
It protects the principal from fraud, coercion, or undue influence. Having witnesses can help verify that the principal signed the power of attorney voluntarily and with full understanding of its consequences. Witnesses can also testify to the principal’s mental capacity and intention when signing the power of attorney.
- It facilitates the acceptance and recognition of the power of attorney by third parties. Having witnesses can help prove the authenticity and validity of the power of attorney to banks, financial institutions, health care providers, and other entities that may require proof of the agent’s authority to act on behalf of the principal.
The witnesses for a durable power of attorney in Florida cannot be any family members or anyone with financial interests to the principal because:
- It avoids conflicts of interest and potential abuse of power. Having witnesses who are related or financially connected to the principal or the agent may raise questions about their impartiality and credibility. They may have ulterior motives or personal stakes in the principal’s affairs that could compromise their judgment or testimony.

Living Will (Healthcare Directive)

living will health care directive

Living Will

Living Will Advance Health Care Directive

In the event that the time comes and I am incapacitated to the point that I am no longer able to actively take part in decisions for my own life, and I am unable to direct my healthcare physician as to my own medical care, I hereby authorize this Living Will as my Advance Health Care Directive to stand as a testament of my wishes.

Principle First Name

Principle Middle Name

Principle Last Name

Principle's Home Residence

Street Address

Apt/Ste/BLDG #

City

State

Zip Code

Country

Please provide the details for the position/title of the person you appoint as your Designation Of Health Care Advocate.

Please specify the relationship of the individual you have chosen as your Health Care Advocate.

Health Care Advocate Designation First Name

Health Care Advocate Designation Middle Name

Health Care Advocate Designation Last Name

Health Care Advocate Designation

Street Address

(Apt/Ste/BLDG #)

City

State

Zip Code

Country

Healthcare Advocate General Powers

If I am unable to make health care, custody, and medical treatment decisions, my health care agent or advocate will have the power to make these decisions on my behalf. This power will be granted only if my attending and/or primary physician determines that I am unable to make these decisions. I have specific directives regarding the delivery of medical care in certain health care conditions. Therefore, I wish to direct my medical treatment by way of the following conditions.

LIFE-SUSTAINING MEDICAL TREATMENT

If I am unable to make decisions due to an incurable injury, disease, or illness that is determined to be a terminal condition, I declare that my health care agent or advocate will have the power to make decisions on my behalf. This power will be granted only if my attending and/or primary physician determines that I am unable to make these decisions. I have specific directives regarding the delivery of medical care in certain health care conditions. Therefore, I wish to direct my medical treatment by way of the following conditions.

Please check all that apply

(Life-Prolonging Procedures Declaration) I want the use of life-prolonging procedures that would extend my life under all circumstances, including appropriate nutrition and hydration, the administration of medication, and the performance of all other medical procedures necessary to extend my life, to provide comfort care, or to alleviate pain

(Living Will Declaration) I request that my dying shall not be artificially prolonged. If my death will occur within a short time and the use of life prolonging procedures would serve only to artificially prolong the dying process, I direct that such procedures be withheld or withdrawn, and that I be permitted to die naturally with only the performance or provision of any medical procedure or medication necessary to provide me with comfort care or to alleviate pain, and, if I have so indicated below, the provision of artificially supplied nutrition and hydration

I wish to receive artificially supplied nutrition and hydration, even if the effort to sustain life is futile or excessively burdensome to me

I do not wish to receive artificially supplied nutrition and hydration, if the effort to sustain life is futile or excessively burdensome to me

I intentionally make no decision concerning artificially supplied nutrition and hydration, leaving the decision to my health-care representative appointed

COMFORT AND PAIN RELIEF

With regards to the aforementioned medical situations outlined above, I herein provide the following directives
pertaining to the comfort care and pain relief.

Please select the approriate directives

I wish to receive maximum pain relief medication

I wish to receive maximum pain relief medication unless it may unintentionally hasten my death.

I wish to receive maximum pain relief medication unless it may result in temporary addiction should I survive, recover or rebound from my current conditions and/or extended hospital stay

ADVOCATE'S OBLIGATION
My appointed advocate or agent shall make health care decisions on my behalf in accordance with my other wishes known to my advocate and/or agent. To the extent that my wishes are not known to my advocate or agent, my advocate or agent shall make the necessary health care decisions for me in accordance to what my advocate deems to be in my best interest. In determining those best interests, my advocate shall take into consideration my personal values to the extent known to the advocate.

END OF LIFE DECISIONS
I direct my health care advocate, health care provider and others who may be involved in my health care, to withhold or withdraw treatment in accordance with the choice I have indicated below

Principle's Signature (Declarant)

Sign Here

Last Will & Testament

last will and testament

I, __(Testator)_________________________, an adult of at least eighteen years of age and a resident of ___________________________County within the State of ___________________________, make, intend, publish, and declare this to be my Last Will and Testament. In doing so, I hereby revoke any and all previous Wills and Codicils made by me.

(Testator) First Name

(Testator) Middle Name

(Testator)Last Name

I, __(Testator)_________________________, affirm that I am ___________________________ (married, engaged, widowed, divorced, or single).

(Testator) Street Address

Street Address (Apt, Ste, Blgd)

City

State

Zip Code

Country

Please write the state you reside. DEBTS & EXPENSES Any and all my debts due and payable, including funeral, memorial and burial expenses, the expenses of the administration of my estate, all estate, inheritance and other taxes payable with respect to property included in my probate estate, including any interest and/or penalties thereon, shall be paid out of my estate pursuant to the laws of the State of ________________, without apportionment or right of reimbursement from any beneficiary herein named in my Will.

ARTICLE 2

Executor

3.1 Executor. I name as my executor the first of the following who is to act :

(a) my spouse, ---------, presently residing in ; and then,

(b) my son,/daughter presently residing in :

(c) my son/daughter presently residing in :

3.2 Waiver of Surety. No security, surety, or bond shall be required of my executor. If permitted by law and, if not inconsistent with the best interests of the beneficiaries as determined by my executor, the administration of my estate shall be independent of the supervision of any court.

3.3 Powers of Executor. I give my executor power, without authorization of any court:

(a) Retention. To retain any property regardless of diversification and regardless of whether the property would be considered a proper estate investment; to continue or to permit the continuation of any business, incorporated or unincorporated, which I may own or in which I may have any interest at the time of my death for such period as my executor shall determine;

(b) Sale. To sell at public or private sale, contract to sell, grant options to buy, convey, transfer, exchange, or partition any real or personal property of my estate for such price and on such terms as my executor sees fit;

(c) Real and Tangible Personal Property. To make leases and subleases and grant options to lease, although the terms thereof commence in the future; to purchase, operate, maintain, improve, rehabilitate, alter, demolish, abandon, release, or dedicate any real or tangible personal property; and to develop or subdivide real property, grant easements, and take any other action with respect to real or tangible personal property that an individual owner thereof could take;

(d) Borrowing. To borrow money from any lender (including my executor individually), extend or renew any existing indebtedness, and mortgage or pledge any property;

(e) Investing. To invest in bonds, common or preferred stocks (including securities of any corporate fiduciary or of any affiliated corporation), notes, options, common trust funds, mutual funds, shares of any investment company or trust, or other securities, partnership interests, general or limited, joint ventures, real estate, or other property of any kind, regardless of diversification and regardless of whether the property would be considered a proper estate investment;

(f) Distribution; Determination of Value. To distribute my estate in cash or in kind, or partly in each; to allocate or distribute undivided interests or different property or disproportionate interests to the beneficiaries, and to determine the value of any property so allocated or distributed; but no adjustment shall be made to compensate for a disproportionate allocation of unrealized gain for income tax purposes and no action taken by my executor pursuant to this subparagraph shall be subject to question by any beneficiary;

(g) Rights as to Securities. To have all the rights, powers, and privileges of an owner of securities, including, but not limited to, the powers to vote, give proxies, and pay assessments; to participate in voting trusts, pooling agreements, foreclosures, reorganizations, consolidations, mergers, and liquidations and, incident to such participation, to exercise or sell stock subscription or conversion rights;

(h) Conservation of Assets. To take any action that an individual owner of an asset could take to conserve or realize the value of the asset and with respect to any foreclosure, reorganization, or other change with respect to the asset;

(i) Delegation. To employ agents, attorneys, and proxies of all types (including any firm in which a relative of mine or his or her spouse is a partner, associate, or employee or is otherwise affiliated) and to delegate to them any powers my executor considers advisable;

(j) Principal and Income. To determine in cases not covered by statute the allocation of receipts and disbursements between income and principal; to establish out-of-income and credit to principal reasonable reserves for depreciation, depletion, and obsolescence; to amortize out of income any premium paid for interest-bearing obligations;

(k ) Compromising Claims. To litigate, compromise, settle, or abandon any claim or demand in favor of or against my estate;

(l) Nominee Arrangements. To hold any asset in the name of a nominee, in bearer form or otherwise, without disclosure of any fiduciary relationship;

(m) Liability Insurance. To purchase liability and casualty insurance of any kind for the protection of the estate, including comprehensive liability insurance;

(n) Environmental Matters. To inspect and monitor businesses and real property (whether held directly or through a partnership, corporation, trust, or other entity) for environmental conditions or possible violations of environmental laws; to remediate environmentally damaged property or to take steps to prevent environmental damage in the future, even if no action by public or private parties is currently pending or threatened; to abandon or refuse to accept property that may have environmental damage; and to expend estate funds to do the foregoing; and no action or failure to act by my executor pursuant to this subparagraph shall be subject to question by any beneficiary;

(o) Disclaimers. To disclaim any property or interest on my behalf without court approval;

(p) Instruments. To execute and deliver necessary instruments and give full receipts and discharges;

(q) Ancillary Executor. To appoint any ancillary executor with the powers, and subject to the direction, of my executor; and,

(r) Powers of Trustee. To exercise any power now or hereafter conferred by the statutes of Florida on the trustee of a trust having its situs in Florida.

3.4 Payment of Expenses and Taxes. The executor shall pay out of the residue of my estate (a) expenses of my last illness, funeral, and burial; (b) the expenses of administering my estate wherever incurred, including the costs of safeguarding and delivering tangible personal property; (c) death taxes; and (d) debts enforceable against my estate, other than debts secured by life insurance or by an interest in a land trust or cooperative or by real property. I do not waive any rights my executor has under Sections 2206, 2207, 2207A, and 2207B of the Internal Revenue Code of 1986, as amended, or any similar statutes of any state (or any corresponding provision of subsequent tax law), and I authorize my executor to take such actions as are necessary to obtain reimbursement under those statutes, including withholding distributions. I waive all other rights to reimbursement and apportionment.

3.5 Death Taxes. “Death taxes” includes all estate, transfer, inheritance, and other succession taxes (including penalties and interest) imposed by reason of my death, including any estate tax under Section 4980A(d) of the Internal Revenue Code of 1986, as amended, or any similar statutes of any state (or any corresponding provision of subsequent tax law). Death taxes shall not include generation-skipping transfer tax imposed on any generation-skipping transfer other than direct skip transfers made at my death of which I am the transferor. All generation-skipping transfer taxes on direct skip transfers of which I am the transferor occurring at my death as a result of a disclaimer shall be paid from the assets or amount so disclaimed that resulted in the direct skip transfer.

3.6 Elections by Executor. My executor (a) shall make the elections under tax laws; (b) shall make elections regarding the mode of distribution of the proceeds of any employee benefit plan, individual retirement plan, or insurance contract; (c) shall make allocations of any available GST exemption; (d) shall consent to a gift being taxed as if made one-half by my Spouse and one-half by me, if applicable at the time of my death; and (e) shall join in the execution and filing of any joint income tax return, if applicable at the time of my death, as my executor deems advisable. No adjustment shall be made between the principal and income or in the relative interests of the beneficiaries to compensate for any such election or allocation. My executor shall elect to treat any fraction or all of any trust as qualified terminable interest property for federal estate tax purposes to the extent my executor deems advisable.

3.7 Exoneration of Executor. Any individual executor acting in good faith shall not be liable for any act or omission. No executor shall be liable for any act or omission of another executor.

APPOINTMENT OF EXECUTOR First Name

APPOINTMENT OF EXECUTOR Middle Name

APPOINTMENT OF EXECUTOR Last Name

Last Four Executor Social Security Number #

Kindly provide with the mailing address of the executor in question, as well as their state of residence

Successor to Appointment of Executor First Name

Successor to Appointment of Executor Middle Name

Successor to Appointment of Executor Last Name

Kindly provide with the mailing address of the sucessor of the executor in question, as well as their state of residence

Last Four Social Security Number of the Sucessor of the executor or write N/A #

Do you have any beneficaries under the age of 18?

Do you have a trust ?

If you have designated beneficiaries under the age of 18, please read this section. If this does not apply to your will, you may skip this section and write N/A in the name fields.

TESTAMENTARY TRUST

Any property, assets or other distributions from my estate intended for a beneficiary under 18
years of age at the time of distribution is to be made, shall not be paid or distributed outright to
such beneficiary, but rather shall be held in trust by my Trustee, _____________. If this Trustee
cannot or will not serve as Trustee, _________ shall be named as Trustee. If neither of these
Trustees or willing or able to carry out the duties of Trustee, the Trustee’s duties will be carried
out by my Executor in the capacity of a Trustee, upon the following terms and conditions.
The Trustee shall hold, manage, invest and reinvest the property of such beneficiary in a
separate trust and shall distribute to or for the benefit of the beneficiary so much or all of the
net income or principal thereof as the Trustee, in the Trustee's sole discretion, shall deem
necessary to provide for such beneficiary's health, education, maintenance and support, taking
into consideration any other resources available to such beneficiary. Any net income not so paid
shall be accumulated and added to principal at least annually and thereafter shall be held,
administered and disposed of as a part thereof.
When such beneficiary reaches _________ years of age, the Trustee shall distribute _________
of the assets then held in trust to such beneficiary; and if and when such beneficiary reaches
_________ years of age, the Trust shall automatically terminate and the Trustee shall distribute
all remaining principal and income to such beneficiary. Notwithstanding any provisions herein
to the contrary, my Trustee may determine it is in the best interests of the beneficiary to
terminate the trust prior to such beneficiary reaching _________ years of age and distribute all
trust assets directly to such beneficiary or into a custodial account established for such
beneficiary, and my Trustee shall have no liability therefore.
If such beneficiary dies prior to receiving all of the assets in his/her trust, the principal and
income in such beneficiary's trust shall be paid and distributed to such beneficiary's living
Descendants, if any; and if none, then to my living Descendants, provided, however, that if any
such Descendant is a beneficiary of another trust under this Will, such property otherwise
distributable to such beneficiary shall be held in accordance with such trust. If I have no living
Descendants, such property shall be distributed to the beneficiaries of my residuary estate as
provided in this Will, or if there are none, to the persons who would be entitled thereto under
the laws of descent and distribution of the State of ________________ if I had died intestate at
that time owning such property in fee simple.

If you have designated beneficiaries under the age of 18, please read this section. If this does not apply to your will, you may skip this section. Please write the State where you reside. RESIDUARY ESTATE : I bestow and bequeath all the rest, residue and remainder of my property and estate, both real and personal, of whatever kind and wherever located, including any inheritance I may be entitled to as well as any lapsed or void legacy or devise under this Will, that I own or am in any manner entitled to at the time of my death (collectively referred to as my "residuary estate"), to be divided among those as designated in the attached Schedule - Beneficiary Designations. If they are or if any of them shall be under the age of eighteen (18) years, then it shall be held in trust until such time as s/he becomes of age. If there should be no living beneficiary under the above provisions to receive the assets in my residuary estate, then my residuary estate shall be distributed to the persons who would be entitled thereto under the laws of descent and distribution pursuant to the laws of the State of ________________, as if I had died intestate at that time owning such property in fee simple.

(Trustee) First Name

(Trustee)Middle Name

(Trustee) Last Name

Is there any successor to the trustee?

(Trustee) First Name or N/A

(Trustee)Middle Name

(Trustee) Last Name or N/A

When such beneficiary reaches __25_______ years of age, the Trustee shall distribute __100%_______ of the assets then held in trust to such beneficiary; and if and when such beneficiary reaches __25_______ years of age, the Trust shall automatically terminate and the Trustee shall distribute all remaining principal and income to such beneficiary. Notwithstanding any provisions herein to the contrary, my Trustee may determine it is in the best interests of the beneficiary to terminate the trust prior to such beneficiary reaching ___25______ years of age and distribute all trust assets directly to such beneficiary or into a custodial account established for such beneficiary, and my Trustee shall have no liability therefore.

If such beneficiary dies prior to receiving all of the assets in his/her trust, the principal and income in such beneficiary's trust shall be paid and distributed to such beneficiary's living Descendants, if any; and if none, then to my living Descendants, provided, however, that if any such Descendant is a beneficiary of another trust under this Will, such property otherwise distributable to such beneficiary shall be held in accordance with such trust. If I have no living Descendants, such property shall be distributed to the beneficiaries of my residuary estate as provided in this Will, or if there are none, to the persons who would be entitled thereto under the laws of descent and distribution of the State of ________________ if I had died intestate at that time owning such property in fee simple

Please Read:

AVOIDANCE OF CONSERVATORSHIP

If any property of my estate vests in absolute ownership in a minor or incompetent, my
Executor, at any time and without court authorization, may:
1. distribute the whole or any part of such property to the beneficiary;
2. hold such property in trust and use the whole or any part for the health, education,
maintenance and support of the beneficiary;
3. distribute the whole or any part to a guardian, conservator, committee or other legal
representative of the beneficiary;
4. distribute the whole or part to a custodian for the beneficiary under any gifts or transfers
to minors act; or
5. distribute the whole or part to the person or persons with whom the beneficiary resides.
Evidence of any such distribution or the receipt therefor executed by the person to whom the
distribution is made shall be a full discharge of my Executor from any liability with respect
thereto, even though my Executor may be such person.
If such beneficiary dies before receiving all of the assets held in conservancy, the principal and
income in such beneficiary's trust shall be paid and distributed to such beneficiary's living
Descendants, if any; and if none, then to my living Descendants. If I have no living Descendants,
such property shall be distributed to the beneficiaries of my residuary estate, as provided in this
Will, or if there none, to the persons who would be entitled thereto under the laws of descent
and distribution of the State of ________________as if I had died intestate at that time owning
such property in fee simple.

Do you have any underage children for whom you need to appoint a guardian?

APPOINTMENT OF GUARDIAN OF MINOR CHILDREN I appoint ____________ to serve as legal and physical guardian and custodian of my minor children. My additional instructions (if any) are as follows

Please write the State the (testator) resides:

ARTICLE 3

Gifts

On my death, the executor shall distribute the following gifts from my estate:

2.1 Tangible Personal Property. The executor shall make gifts of tangible personal property as I direct by any written instrument signed by me. “Tangible personal property” means all personal and household effects, jewelry, automobiles, collections, and other tangible personal property that I own at my death or that is then included as part of the estate (including insurance thereon but excluding business use property, precious metals, and unset gems). I may from time to time amend or revoke the written instrument, and any subsequent instrument shall control to the extent it conflicts with prior ones. Any decisions made in good faith by the executor in distributing tangible personal property shall not be subject to review, and the executor shall be held harmless from any cost or liability as to those decisions. I shall be deemed to have left only those written instruments that the executor is able to find after reasonable inquiry within sixty (60) days after my death.

2.2 Gifts of Remaining Tangible Personal Property. After taking into account any specific gifts of tangible personal property provided for in Article 2, if any, I give all tangible personal property not otherwise effectively disposed of in shares to my spouse ----- if he/she survives me, otherwise in equal shares to my Family, per stirpes.

2.3 Gifts of Balance of Estate. I give and devise all the rest, residue, and remainder of my estate, both real and personal, regardless of location, to which I shall be in any way entitled at the time of my death or property over which I may have the power to dispose (excluding all property subject to power of appointment by me) (my “Residuary Estate”) to my spouse, if he/she survives me, otherwise to my Family, per stirpes.

2.4 Survivorship. Only persons living on the thirtieth (30th) day after the day of my death shall be deemed to have survived me for purposes of this Article.

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Please write the following information as it pertains to your beneficiary designations:

Schedule -Designations

Beneficiary First Name

Beneficiary Middle Name

Beneficiary Last Name

RELATIONSHIP

Social Security Number Last Four#

BEQUEATHED INHERITANCE (inherited gifts, estates)

INHERITANCE PERCENTAGE

2nd Beneficiary First Name

Beneficiary Middle Name

Beneficiary Last Name

RELATIONSHIP

Social Security Number Last Four#

BEQUEATHED INHERITANCE (inherited gifts, estates)

INHERITANCE PERCENTAGE

3rd Beneficiary First Name

Beneficiary Middle Name

Beneficiary Last Name

RELATIONSHIP

Social Security Number Last Four#

BEQUEATHED INHERITANCE (inherited gifts, estates)

INHERITANCE PERCENTAGE

4th Beneficiary First Name

Beneficiary Middle Name

Beneficiary Last Name

RELATIONSHIP

Social Security Number Last Four#

BEQUEATHED INHERITANCE (inherited gifts, estates)

INHERITANCE PERCENTAGE

5th Beneficiary First Name

Beneficiary Middle Name

Beneficiary Last Name

RELATIONSHIP

Social Security Number Last Four#

BEQUEATHED INHERITANCE (inherited gifts, estates)

INHERITANCE PERCENTAGE

Please read all the information :

ARTICLE 4

Construction

4.1 Captions and Context of Terms. Captions shall have no impact or meaning as to the terms of the document. Singular and plural and masculine, feminine, and neuter shall be interchangeable as required or permitted in the context of this instrument.

4.2 Governing Law. The validity and effect of this instrument, as well as its construction, interpretation, and administration, shall be determined in accordance with the internal substantive laws of the State of Florida, without regard to its conflict of law principles.

4.3 Spouse. The “spouse” of any person, including me, means the individual legally married to, and not legally separated from, or engaged in a divorce proceeding with, that person on the date of the distribution then in question or on the date of the prior death of that person.

ARTICLE 5

Incontestability

If any beneficiary under this Will in any manner, directly or indirectly, contests or attacks the validity of this Will, or any disposition under this Will, by filing suit against my estate, the beneficiaries of this instrument with respect to their respective shares, or otherwise, then any share or interest given to that contesting beneficiary under the provisions of this Will, is hereby revoked and shall be disposed of in the same manner as if that contesting beneficiary and all descendants of that beneficiary had predeceased me. However, any beneficiary under this Will may make inquiries to the then-acting executor regarding the dispositive provisions under this Will without incurring the risk of losing his or her share or interest under this document. Additionally, a beneficiary may also be informed by the then-acting executor of the presence

of this Article regarding Incontestability at the time of being informed of the dispositive provisions of this Will.

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