Wills Questionnaire - trovewills.com

Part 1: The Basics

Let’s get started with a little personal information

Name(Required)

First Middle (optional) Last

Date of Birth(Required)

Month

Day

Year

State(Required)

Live inside the US? Your will is governed by the laws of the state where you live, so pick the state in which you currently reside. If you later move to a new state, we recommend updating your will.

Live outside the US? When choosing a state, we recommend that you select the state where most of your US assets are located.

Louisiana has special rules that require you to notarize your will. Once you complete this questionnaire, we will provide a separate downloadable affidavit that you can use, free of charge.

Part 1: The Basics, Continued

Contact Information

Please provide an email address to create your account with us. When it’s ready, we will send your finalized will to the email address you’ve provided here.

Email Address(Required)

By clicking “Next,” I confirm that I’ve read and agree to the Terms of Service and Privacy Policy.

Part 1: The Basics, Continued

Marital Status

Are you married?(Required)

Yes

Tell us a little about your spouse.

Spouse Name(Required)

First Last

Part 1: The Basics, Continued

About Your Children

Do you have any children?(Required)

Yes

How many children do you have?(Required)

Tell us a little about your children.

Name of Child 1

First Last

Name of Child 2

First Last

Name of Child 3

First Last

Name of Child 4

First Last

Name of Child 5

First Last

Name of Child 6

First Last

Name of Child 7

First Last

Name of Child 8

First Last

Are one or more of your children minors?(Required)

Yes

Part 1: The Basics, Continued

Guardian of Your Minor Children

In most states, children under the age of eighteen are not yet old enough to be considered adults. If their parents are no longer around, these minor children must be assigned a legal guardian.

If you do not leave any instructions in your Will, then the probate court will take it upon itself to choose an appropriate guardian. While this acts as a safety net, there are drawbacks. The court does not know your family well and may therefore choose someone that you would not have chosen. Many parents are simply not comfortable leaving such an important decision to a complete stranger.

In the event both you and your spouse are unable to care for your children, would you like to nominate one or more primary guardians in your will?(Required)

Yes

Would you like to nominate one or more primary guardians in your will?(Required)

Yes

Naming a guardian is an optional step that can help ensure your children are cared for by someone you trust. You can also name alternates, which gives you peace of mind that your children would have support if the unexpected occurs.

Name of Primary Guardian(Required)

First Last

Add Another Guardian

Name of Alternate Guardian(Required)

First Last

You can include additional guidance about routines, special needs, or care instructions later, in your Letter of Wishes.

Part 1: The Basics, Continued

We understand that you have no children at this time. If this changes in the future, that would be a good time to revisit and update your will.

If you plan on having more children in the future, note that welcoming a new child is a big life change and a good time to revisit your will.

Part 1: The Basics, Continued

Pets

If you have pets, then you know that they can be important members of the family too. You should decide who will take care of your furry friends if you are no longer around.

Do you have any pets?(Required)

Yes

How many pets do you have?(Required)

Name of First Pet

Pet Type

Caretaker for First Pet

First Last

Name of Second Pet

Pet Type

Caretaker for Second Pet

First Last

Name of Third Pet

Pet Type

Caretaker for Third Pet

First Last

Name of Fourth Pet

Pet Type

Caretaker for Fourth Pet

First Last

Name of Fifth Pet

Pet Type

Caretaker for Fifth Pet

First Last

Note: you will be able to include additional guidance about routines, special needs, or care instructions in your Letter of Wishes, which we will cover later on in this process.

You’re well on your way to securing your trove!

Please Review Your Information

Name
Date of Birth
State of Residence
Email Address
Marital Status
Spouse Name
Have Children?
Number of Children
Children Names
Children are Minors?
Nominate Guardian?
Nominate Guardian
Primary Guardian
Alternate Guardian
Have Pets?
Number of Pets
Pets & Caretakers

Part 2: Choosing your Executor

Choosing an Executor is one of the most important parts of creating your will. This is the person who will step in after you’re gone to carry out your wishes and make sure everything is handled properly.

This includes handling all legal, financial, and administrative matters, such as:

Managing and protecting your assets
Paying any outstanding debts and taxes
Distributing your property to the people you’ve named in your will

Depending on your state, your Executor may have broad authority to make decisions and handle these responsibilities with limited court involvement.

Part 2: Choosing your Executor, Continued

For your executor we recommend choosing someone trusted and responsible.

The person you select does not need to have legal or financial expertise, but they should be someone that you believe is organized and fair.

It is common for a beneficiary, such as a close family member or adult child, to serve as Executor. That said, if family members might disagree about who gets what or how your estate is handled, a neutral Executor can help avoid conflict.

Part 2: Choosing your Executor, Continued

It’s time to choose your Executor! Who would you like to appoint as your Executor?

Name of Executor(Required)

First Last

Executor's Relationship to You(Required)

Email Address (optional)

Though optional, we recommend that you name an Alternate Executor to serve as a back up in the event your named executor is not available.

Would you like to name an Alternate Executor?(Required)

Yes

Who would you like to appoint as your Alternate Executor?

Name of Alternate(Required)

First Last

Alternate's Relationship to You(Required)

Email Address (optional)

Part 2: Choosing your Executor, Continued

The Probate Process

Typically when a person passes away, their will is submitted to a probate court by someone close to them. The court reviews the will, notifies the executor, and helps guide them through managing the estate according to the will. From there, the Executor follows instructions and works to carry out the person’s wishes described in the will.

It can be helpful to let your executor know where your will is stored so that it can be located quickly.

You may also choose to share a copy with your executor, but it’s not required and some people prefer to keep their will private or avoid confusion in the event they make an updated will later.

Part 2: Your Executor

Please Review Your Information

Executor
Do You Want an Alternate Executor?
Alternate Executor

Part 3: Your Trove

In this section, we’ll guide you through deciding how your trove – property, money, and other assets – should be distributed to your beneficiaries. You will be able to allocate amounts, percentages, and/or particular items, and we’ll help make sure everything is clear and adds up correctly.

Your treasures, your trove, you choose where it goes.

Being specific now will make it easier for your Executor to carry out your wishes and will help to avoid confusion or disagreements later.

Part 3: Your Trove, Continued

First thing’s first: let’s talk about how you want your trove to be shared.

With Trove, you can keep things simple by leaving your entire trove to one or more people using percentages, or you can take a more detailed approach by assigning specific items or fixed cash amounts.

Most people own a wide range of belongings—cash, personal items, and other property. While it’s common to designate a few meaningful or valuable items individually, it is often impractical to list every single asset in a will.

That’s where the division of your residuary estate comes in.

Your residuary estate is a “catch-all” for everything that remains after any specific gifts have been distributed. This can include real estate, cash, personal belongings, and any other assets not separately assigned. If you choose not to make any specific gifts, your residuary estate will include everything in your trove.

In other words, your residuary estate ensures that nothing is left unaccounted for and is ultimately distributed to your chosen beneficiaries.

Part 3: Your Trove, Continued

Choose one or more of the options below to decide how you would like to share your gifts with the people you care about.

There’s no right or wrong way to do this. Some people prefer to keep things simple, while others like to assign specific gifts or amounts. You can also mix and match options depending on what feels right for you.

If you choose to leave specific gifts, you’ll assign those items first. After that, you’ll still have a chance to decide how to distribute your residuary estate among your beneficiaries by percentage at the end.

Selections:

I want to make specific gifts of real property – for if you would like to gift particular pieces of real estate that you own

I want to make specific gifts of personal property – for if you would like to gift particular physical items

I would like to make a gift of a specific cash amount – for if you want to gift specific dollar amounts

No, keep it simple for me! I want to leave my trove to my beneficiaries without specifying individual items

Part 3: Your Trove, Continued

Gifts of Real Property

“Real property” is a legal term that refers to land and any buildings attached to it. For many people, this includes a primary residence, which is often their most valuable asset.

It’s important to clearly specify how real property should be distributed in your will to help avoid uncertainty or disputes among beneficiaries. In most cases, leaving a property to a single recipient is the simplest approach. However, it is also common to name multiple beneficiaries for the same property—for example, split amongst children.

If you choose this approach, we will guide you through additional steps later in the process. For now, please provide a description of any real estate you own and indicate who should receive each property below.

First Property Description(Required)

How many people will receive this property?(Required)

First Beneficiary Name(Required)

First Last

Relationship to You(Required)

Second Beneficiary Name(Required)

First Last

Relationship to You(Required)

Third Beneficiary Name(Required)

First Last

Relationship to You(Required)

Fourth Beneficiary Name(Required)

First Last

Relationship to You(Required)

Fifth Beneficiary Name(Required)

First Last

Relationship to You(Required)

Add Another? Real 1

Add Another

Second Property Description(Required)

How many people will receive this property?(Required)

First Beneficiary Name(Required)

First Last

Relationship to You(Required)

Second Beneficiary Name(Required)

First Last

Relationship to You(Required)

Third Beneficiary Name(Required)

First Last

Relationship to You(Required)

Fourth Beneficiary Name(Required)

First Last

Relationship to You(Required)

Fifth Beneficiary Name(Required)

First Last

Relationship to You(Required)

Add Another? Real 2

Add Another

Third Property Description(Required)

How many people will receive this property?(Required)

First Beneficiary Name(Required)

First Last

Relationship to You(Required)

Second Beneficiary Name(Required)

First Last

Relationship to You(Required)

Third Beneficiary Name(Required)

First Last

Relationship to You(Required)

Fourth Beneficiary Name(Required)

First Last

Relationship to You(Required)

Fifth Beneficiary Name(Required)

First Last

Relationship to You(Required)

Add Another? Real 3

Add Another

Fourth Property Description(Required)

How many people will receive this property?(Required)

First Beneficiary Name(Required)

First Last

Relationship to You(Required)

Second Beneficiary Name(Required)

First Last

Relationship to You(Required)

Third Beneficiary Name(Required)

First Last

Relationship to You(Required)

Fourth Beneficiary Name(Required)

First Last

Relationship to You(Required)

Fifth Beneficiary Name(Required)

First Last

Relationship to You(Required)

Part 3: Your Trove, Continued

Shared Properties

You indicated on the previous page that one or more of your properties will be shared between two or more beneficiaries. Property that is left to more than one person can be done in two different ways. Please choose one from the below two methods.

1. Joint Tenancy with Right of Survivorship

Key Features:

If one beneficiary of a shared property passes away, their share automatically is redistributed to the surviving beneficiary(ies). They cannot leave their share to someone else in their own will.
All owners generally must agree on major decisions (like selling the property).

Joint Tenancy with Right of Survivorship

I want to choose joint tenancy with right of survivorship.

2. Tenancy in Common

Key Features:

If one beneficiary were to pass away, their share would go to their own heirs— the family members who would inherit that share if it’s not left to someone else in a will.
Each owner can sell, mortgage, or transfer their individual share without the consent of the others.

Tenancy in Common

I want to choose tenancy in common.

Part 3: Your Trove, Continued

Gifts of Personal Property

Please provide a description of the personal items that you wish to gift and who should receive them.

Any personal property not specifically listed will remain part of your trove and be distributed through your residuary estate (covered later), so you don’t need to account for every single possession to make sure your wishes are honored.

Include identifying details! For individual items, note a few key traits like color, size, brand, or model. For groups or collections, a brief description can help make your wishes clear and avoid confusion.

First Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Items for Your First Beneficiary(Required)

Add Another? Personal

Add Another

Second Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Items for Your Second Beneficiary(Required)

Add Another? Personal 2

Add Another

Third Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Items for Your Third Beneficiary(Required)

Add Another? Personal 3

Add Another

Fourth Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Items for Your Fourth Beneficiary(Required)

Add Another? Personal 4

Add Another

Fifth Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Items for Your Fifth Beneficiary(Required)

Add Another? Personal 5

Add Another

Sixth Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Items for Your Sixth Beneficiary(Required)

Add Another? Personal 6

Add Another

Seventh Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Items for Your Seventh Beneficiary(Required)

Add Another? Personal 7

Add Another

Eighth Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Items for Your Eighth Beneficiary(Required)

Part 3: Your Trove, Continued

Gifts of Cash

Leaving cash gifts to loved ones can be a meaningful way to celebrate them. Please indicate the cash gifts that you would like to leave and identify the corresponding individuals you would like to inherit below.

Keep in mind that these gifts are drawn from your estate, so the portion available for your residual beneficiaries will be reduced accordingly.

First Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Cash Gift to First Beneficiary(Required)

Please enter a number greater than or equal to 0.01.

Add Another? Cash

Add Another

Second Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Cash Gift to Second Beneficiary(Required)

Please enter a number greater than or equal to 0.01.

Add Another? Cash 2

Add Another

Third Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Cash Gift to Third Beneficiary(Required)

Please enter a number greater than or equal to 0.01.

Add Another? Cash 3

Add Another

Fourth Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Cash Gift to Fourth Beneficiary(Required)

Please enter a number greater than or equal to 0.01.

Add Another? Cash 4

Add Another

Fifth Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Cash Gift to Fifth Beneficiary(Required)

Please enter a number greater than or equal to 0.01.

Part 3: Your Trove, Continued

Residuary Estate

This is where you decide how to distribute your residuary estate (everything that hasn’t been specifically gifted), often the majority of your estate.

Name your beneficiaries below, and set the percentage you would like them to inherit. Make sure your selections add up to 100% (for example, 50/50 or 70/30), so your entire estate is fully accounted for and nothing is left unassigned.

It’s a good idea to return to review and update your residuary estate beneficiaries if your assets or family circumstances change.

First Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Share of Residuary Estate (%)(Required)

Please enter a number greater than or equal to 1.

Add Another? Residuary 1

Add Another

Second Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Share of Residuary Estate (%)(Required)

Please enter a number greater than or equal to 1.

Add Another? Residuary 2

Add Another

Third Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Share of Residuary Estate (%)(Required)

Please enter a number greater than or equal to 1.

Add Another? Residuary 3

Add Another

Fourth Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Share of Residuary Estate (%)(Required)

Please enter a number greater than or equal to 1.

Add Another? Residuary 4

Add Another

Fifth Beneficiary's Name(Required)

First Last

Relationship to You(Required)

Share of Residuary Estate (%)(Required)

Please enter a number greater than or equal to 1.

This field is hidden when viewing the form

Hidden Total Percentage (%)

0% of residuary estate allocated

Beneficiary 1: 0%

Beneficiary 2: 0%

Beneficiary 3: 0%

Beneficiary 4: 0%

Beneficiary 5: 0%

Note: The Next button will only appear if the total percentage is 100%.

Part 3: Your Trove

Please Review Your Information

Gift Selections
Real Property 1
Real Property 2
Real Property 3
Real Property 4
Property Holding Method
Personal Property Gifts
Cash Gifts
Residuary Estate

Part 4: Letter of Wishes

Your Letter of Wishes is a private document that accompanies your will, giving you a space to share personal guidance, intentions, and/or context with your executor and beneficiaries.

While it isn’t legally binding, leaving a letter behind can provide comfort and clarity, help interpret your wishes, and guide others in making thoughtful decisions related to you or your trove that reflect your values and preferences.

This letter add-on is included in your service at no extra charge.

Would you like to include a letter with your will?(Required)

Yes, I would like to pen a letter.

No, skip the add-on letter for me.

Part 4: Letter of Wishes, Continued

To simplify the process, we’ve grouped together common topics that you may wish to cover in your letter of wishes. You can choose as many or as few as you would like depending on what’s important to you. Each topic that you’ve selected from the below will appear as its own section in your final Letter of Wishes.

Options:(Required)

Funeral and Memorial Wishes

Personal thoughts on the care of your minor children

Personal thoughts on the care of your pets

Personal Letter

Note: Your responses in Part 1 prevent you from selecting the grayed-out option(s) above. You may go back to Part 1 and change your responses at any time.

For any instructions given, we recommend writing in plain English so that it is easy to understand.

Remember, your letter should compliment your will. It’s important that nothing in your letter contradicts your will.

Part 4: Letter of Wishes, Continued

Funeral and Memorial Wishes

Below is where you can provide guidance on what you would like your Executor and loved ones to consider regarding your funeral or memorial service.

A few helpful prompts for you to consider:

Do you have a preference for the venue or type of service (e.g., private, religious, celebratory, etc.)?
Are there any specific instructions regarding music, readings, or rituals you would like included?
How would you like your body to be handled (e.g., burial, cremation, donation to science, etc.)?

Funeral and Memorial Wishes Instructions

Part 4: Letter of Wishes, Continued

Care for Minor Children

Below is where you can provide guidance on what you would like to communicate to your Executor and Children’s guardian(s) on the care of your children.

A few helpful prompts below for you to consider:

Are there family members, friends, or members of the community that you would like your child(ren) to maintain close relationships with?
Do you have preferences regarding schooling, diet, traditions, routines, or activities?
Are there key values that you hope your guardian(s) will emphasize (e.g., traits or cultural/religious practices)?

Care for Minor Children Instructions

Part 4: Letter of Wishes, Continued

Care of Pets

Below is where you can provide guidance on what you would like your pet caretakers to consider.

A few helpful prompts to consider:

Are there any important daily routines, such as walks or feeding times?
Are there particular care instructions, such as types of food, treats, or veterinary instructions to follow?

Care of Pets Instructions

Part 4: Letter of Wishes, Continued

Personal Letter

Your Personal Letter is an opportunity to leave lasting words for your loved ones—something more personal than the more straightforward legal instructions in your will.

You may wish to express appreciation, offer comfort, and/or share meaningful memories or short stories. Many people use this space to reflect on what mattered most to them, pass along values or life lessons, or acknowledge important relationships in their lives. Some also choose to provide context around certain decisions made in their will, which can help reduce confusion and provide clarity during an emotional time.

There’s no single “right” way to approach this letter. It can be as brief or as detailed as you choose— what matters most is that it reflects your voice and intentions.

If you’re feeling overwhelmed, this can always be something that you finish up later on, separately from your will.

Personal Letter Instructions

Part 4: Letter of Wishes

Moving on to the Next Part…

You chose to skip the Letter of Wishes, so let’s just move on to the next section.

Go ahead and proceed to the next section if you’re ready.

Please Review Your Information

Include Letter in Will?
Letter Options Selected
Funeral and Memorial Wishes
Care for Minor Children Instructions
Care of Pets Instructions
Personal Letter

Part 5: Putting the Final Pieces in Place

You’re almost there!

This final section covers a few additional practical topics that either arise from your earlier responses or don’t neatly fit elsewhere. Your response to each of these questions will help us tie everything together and ensure your finalized will is complete and tailored to you.

Part 5: Putting the Final Pieces in Place, Continued

Executor Compensation

Executors are legally entitled to compensation for managing your estate. That said, when naming a spouse, adult child, or sibling who is also a primary beneficiary in the will, many people choose to waive compensation. The reasoning is that the executor is already benefiting from the estate as a beneficiary, so an additional fee isn’t necessary.

If your executor is a close friend, a more distant relative, or someone who won’t otherwise benefit from your estate as a primary beneficiary, providing separate compensation is worth considering.

Would you like to compensate your Executor?(Required)

Yes

Part 5: Putting the Final Pieces in Place, Continued

How Should Your Executor be Compensated?

With a flat fee, you choose a specific dollar amount for your Executor to receive. This amount stays the same, regardless of the size or complexity of your estate.

With a fixed percentage, your Executor receives a set share of your estate’s total value. Their compensation will rise or fall with the size of your estate and, often, the work involved.

Please choose a method and determine the amount below:(Required)

A flat fee.

A fixed percentage of the estate’s value.

Please choose the flat fee amount:(Required)

Please enter a number greater than or equal to 0.

Please choose the fixed percentage:(Required)

Please enter a number greater than or equal to 0.

When choosing to compensate your Executor with a fixed percentage of your estate’s value, two to five percent is common.

Part 5: Putting the Final Pieces in Place, Continued

Beneficiaries Who Pass Away Before You

Sometimes, a person you plan to leave a gift to may pass away before you. If that happens, you’ll need to decide what happens to the gift you left them.

Options:

It returns to your estate and is divided among your remaining beneficiaries

The gift is redistributed among the other people already named in your will in proportion to their existing shares
Because everything stays within your own will, there’s no need to involve the deceased beneficiary’s estate or navigate their separate legal affairs
This is a natural fit if you don’t have a close relationship with that person’s family or wouldn’t necessarily want their heirs to receive the gift in their place

It passes to that person’s own heirs

Rather than redistributing the gift within your own estate, it flows down to that person’s own family — typically their spouse, children, or closest next of kin
This option is a natural fit if you have a meaningful relationship with that person’s family and would want them to benefit in their place
This option is commonly chosen when leaving gifts to siblings or adult children who themselves have children (to cover grandchildren)

If that were to happen, please specify how you would like their gift to be distributed.(Required)

It returns to your trove and that person’s gift is divided proportionately among the remainder beneficiaries of your estate.

It goes into their estate and passes to that person’s own heirs.

Part 5: Putting the Final Pieces in Place, Continued

Excluding Close Relatives

Sometimes, a person may choose not to leave any gifts to a close family member who might reasonably expect to inherit.

For example, say you have three siblings, but for personal reasons, you would like one of them not to inherit under your will. If this is not addressed clearly, that individual could argue they were unintentionally left out and challenge the will.

If a scenario like this might apply to you, then to help reduce the risk of disputes, we recommend naming them below. A simple statement will then be included in your will acknowledging the individual and confirming that no gift is being made to them intentionally.

Is there a close family member that you feel you must deliberately exclude from your will?(Required)

Yes

Name of First Excluded Relative(Required)

First Last

Add Another Excluded Relative 1

Add Another

Name of Second Excluded Relative(Required)

First Last

Add Another Excluded Relative 2

Add Another

Name of Third Excluded Relative(Required)

First Last

Add Another Excluded Relative 3

Add Another

Name of Fourth Excluded Relative(Required)

First Last

Part 5: Putting the Final Pieces in Place, Continued

What Happens If You and Your Spouse Separate?

Spouses often play a central role in estate planning. They’re commonly named as executors, primary beneficiaries, or both. In the event your relationship were to change, how would you like your will to respond?

Keep my spouse’s gifts and roles in effect unless I update my will

This means your spouse will continue to inherit any gifts you’ve left them and remain appointed in any roles you’ve assigned (e.g. executor, beneficiary) even if you are divorced or legally separated at the time of your death
Your designations for your spouse only change if you manually choose to revise your will

Remove my spouse from my will if we divorce or become legally separated

This acts as a built-in safeguard, automatically updating your estate plan after such a major life change, so you would not have to remember to revise your will yourself
Even if you don’t expect a separation, some people choose this option for peace of mind, knowing their will won’t be outdated if circumstances change

If you and your spouse divorce or become legally separated before your death, would you still want them to act as your Executor (if applicable) or receive gifts under your Will?(Required)

Keep gifts and roles allocated for my spouse in effect unless I change my will.

Exclude my spouse from receiving gifts or taking on any role from my will.

Part 5: Putting the Final Pieces in Place, Continued

Preventing Baseless Challenges

Sometimes, a person may challenge a will even without a strong legal basis, for example in the hope of receiving a share of the estate or to pressure the estate into settling to avoid delays and legal costs.

To discourage this, we can include what’s commonly called a “no-contest” clause in your will. This provision can reduce or eliminate a person’s inheritance if they bring a challenge without valid legal grounds.

Would you like to include a clause that helps protect your estate by discouraging unfair challenges? In this context, an “unfair” challenge generally means one that is frivolous, brought without proper legal support, or made in bad faith rather than as a legitimate claim.(Required)

Yes

Part 5: Putting the Final Pieces in Place, Continued

Debts

It is not uncommon for people to lend money to family or friends over the course of their lifetime. This section lets you choose how any outstanding debts owed to you by your beneficiaries should be handled after your death.

Please select from the below three options:

1. Forgive debts

Any money owed to you by a beneficiary will not need to be deducted from their inheritance and any debt is treated as forgiven
Some people choose this option when they prefer to leave a simpler administration process, if they’ve separately factored this into their calculations, or when they wish to wipe the slate clean

2. Offset debts

Any money owed to you by a beneficiary will be deducted from their inheritance
For example, if a beneficiary is set to receive $5,000 but owes you $2,000 at the time of your death, their inheritance would be reduced to $3,000

3. Skip this topic

Skip if you do not expect anyone named in your Will to owe you money, or if you just do not want to set instructions for this situation

For any debts owed to you by your beneficiaries, how would you like them to be settled?(Required)

I want debts owed to me to be offset and subtracted from their share of your estate.

Debts owed to me should be fully forgiven.

N/A – skip this topic in your Will.

Part 5: Putting the Final Pieces in Place, Continued

Distribution to Incapacitated Beneficiaries or Minors

If someone you’ve named in your will is not able to manage money at the time of your death, you’ll need to decide how their inheritance should be handled. This situation typically arises if a beneficiary is under 18, or if an adult beneficiary is unable to manage their finances due to illness, disability, or diminished capacity.

Please select from the below three options:

1. Testamentary Trust

Your Executor holds and manages the inheritance in a trust on the beneficiary’s behalf
Funds can be used for things like education, healthcare, or living expenses in the meantime
Offers more control and protection, especially for larger inheritances or younger beneficiaries
Involves some ongoing administration and potentially higher costs (e.g. legal, accounting, or trustee fees) compared to custodianship

2. Custodianship

Your Executor transfers the inheritance to a parent or legal guardian to manage for the beneficiary under applicable law
Simpler and lower cost than a trust
Typically suitable for smaller amounts or when you trust the guardian to manage responsibly

3. Skip this topic

If you don’t include instructions, your Executor will follow default legal processes should this situation arise

Distribution Options:(Required)

Testamentary Trust – Have my Executor hold that person’s share in trust until they regain capacity or reach a specified age.

Custodianship – Have my Executor pay the inheritance to a parent/guardian to manage for the beneficiary’s benefit under applicable law.

N/A – skip this topic in my Will.

Part 5: Putting the Final Pieces in Place

Please Review Your Information

Compensate Executor?
Compensation Method
Flat Fee Amount
Fixed Percentage
Distribution if Beneficiary Passes Away Before You
Exclude Family Member?
Excluded Relatives
Spouse Rights After Divorce/Separation
Include No-Contest Clause?
Debt Owed to You by Beneficiaries
Gifts to Incapacitated or Minor Beneficiaries

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Your will has been built from the information you provided through the smart questionnaire.

Your package includes:

Your custom Last Will & Testament

Built from your responses, state compliant

Personal Letter of Wishes

Guidance to help your loved ones understand your intentions

30 days of unlimited edits

Make updates as needed after purchase

Complimentary self-proving affidavit template

Helps simplify the validation process after signing

Signing Tips

Step-by-step instructions to signing your will

Ability to notify your beneficiaries

Send your beneficiaries a note letting them know that they’ve been included in your will

Wills Package

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