\documentclass[letterpaper]{article} \usepackage{fancyhdr} \usepackage{lastpage} \pagestyle{fancy} \lhead{} \chead{Will of [% full_name %]} \rhead{} \lfoot{\today} \cfoot{Initials \#1:\rule{1cm}{.5pt} \#2:\rule{1cm}{.5pt} \#3:\rule{1cm}{.5pt} } \rfoot{Page \thepage \/ of \pageref{LastPage}} \begin{document} \newcommand{\willSection}[1]{% \item \textbf{#1}\\} \begin{sffamily} \newpage \pagestyle{empty} \textbf{Instructions for the care and feeding of your will}\\ \begin{enumerate} \item It almost goes without saying. Read everything and make sure you understand it. \item \textbf{Very Important:}  Sign your Will while in the presence of three attesting witnesses, and have them sign in your presence and in the presence of each other -- just like it says above the signature lines.  If all four signatures are not witnessed by all four people at the same time, it's invalid. Not all states require three witnesses, but three should be sufficient just about anywhere. \item Witnesses do not have a right to read your Will; they should be permitted to read the attestation clause, since that is what they are signing, but it is not customary and is unreasonable for witnesses to expect to read the body of a Will. \item For reasons that I will not go into here, it is best to not bequeath anything to your witnesses. It won't make the Will invalid, but it might complicate things. \item Some states allow your will to be self-proving. This involves having you and your witnesses sign it in front of a notary public. I will not discuss the procedure here, but you can find out more about it online. \item Keep your will in a safe place where it can be easily found after your death. You can make photocopies, but the signed original will be required in order to probate your estate. \item Do your executor a favor, and list the name, address, and phone number of all the people or organizations you mention in your will on a seperate piece of paper. \item If there are major changes in your life, make a new will and have it witnessed. Be sure to destroy the original and all copies of any previous wills. Major changes include: having or adopting a child, moving to another state, the death of anyone named in your will, a change of marital status, and a significant change in the property you own. \item Don't make any handwritten changes to this will. That is a good way to make the whole thing invalid. \item By all means, when in doubt see a lawyer. I wouldn't expect my attorney to start generating PERL code, so don't expect yourself to start writing legalese. \end{enumerate} \newpage \pagestyle{fancy} \pagenumbering{arabic} \begin{enumerate} \willSection{Personal information} I, [% full_name %], a resident of the county of [% resident_county %], in the state of [%resident_state %], declare that this is my will. My Social Security Number is [% social_security_number %]. I am presently [% my_age %] years old.\\ \willSection{Revocation of previous wills} I revoke all wills and codicils that I have previously made.\\ \willSection{Marital status} [% IF spouse_full_name %] I am married to [% spouse_full_name %].\\ [% ELSE %] I am not married.\\ [% END %] [% IF children_names %] \willSection{Children} The names of my currenly living children are: [% children_names %].\\ \willSection{Failure to leave property} If I do not leave property in this will to one or more of the children or grandchildren whom I have identified above, my failure to do so is intentional.\\ [% IF guardian %] \willSection{Guardianship of minor children} I appoint as guardian of the person and property of my minor child/children, and I give and place the custody of my minor child/children, whether now living or hereafter born, during their respective minorities to [% guardian %], to serve without bond, and if [% guardian %] does not survive me and/or if (s)he does not qualify or for any reason ceases to serve as guardian, I appoint [% guardian_survivor %] , as guardian aforesaid. [% END %] [% END %] \willSection{Definitions} Where appropriate to the context, pronouns or other terms expressed in one number or gender shall be deemed to include the other number or gender, as the case may be. As used in this will, the term "specific bequest" means a gift of some specifically identified property that I leave to a specific person(s) or entity in this will. The term "residuary estate" means all property subject to this will that is not passed by specific bequest or that is specifically left to or becomes a part of my residuary estate when a beneficiary of a specific bequest fails to survive me. The term "residuary bequest" means a gift of all or a portion of my residuary estate. \willSection{Specific bequests and devices} [% FOREACH i = bequests %] \item To [% i.beneficiary %] I give [% i.item %]. If, however, (s)he does not survive me, I give the property to [% i.survivor %].\\ [% END %] \willSection{Residuary estate} All the rest, residue and remainder of my estate hereinafter referred to as my "residuary estate" I give to [% residuary_estate_benficiary%]. However, if [% residuary_estate_benficiary %] does not survive me, I give my residuary estate to [% residuary_estate_survivor %]. \willSection{Encumbrances and liens} All personal and real property I give in a specific or residuary bequest shall pass subject to any encumbrances or liens on the property. \willSection{Survivorship period} When this will states that a beneficiary must survive me for the purpose of receiving a specific bequest or residuary bequest, he or she must survive me by 30 days. \willSection{Division of bequests} Any specific bequest or residuary bequest made in this will to two or more beneficiaries shall be shared equally among them, unless unequal shares are specifically indicated. \willSection{Fiduciaries} I direct that no fiduciary serving hereunder shall be required to give bond or security in any jurisdiction. I appoint [% executor %] as personal representative of this Will. If she/he shall fail to qualify or cease to serve as personal representative, I appoint [% executor_survivor %] as my personal representative. Throughout this Will, unless the context clearly requires otherwise, "fiduciary" and "personal representative" shall refer to all personal representatives at any time serving hereunder. \willSection{Personal representative's powers} I authorize my personal representative to administer my estate without the intervention of any court. In addition to, and without limitation upon, any other powers granted by this Will or by law, in the administration of my estate, my fiduciaries shall have the following powers, exercisable without court approval, upon such terms and conditions as my fiduciaries shall deem advisable: To retain any property owned by me, including any business or interest therein; to continue and conduct any business or enterprise in which I may be engaged at the time of my death; to sell or exchange any property at public or private sale, for cash or credit, with or without security; to invest and reinvest in shares of common trust funds, whether or not maintained by any corporate fiduciary serving hereunder; to mortgage, pledge, or lease any property or grant options with respect to it, for any period of time, whether or not extending beyond the administration of my estate or any funds held hereunder; to demolish, abandon, or otherwise dispose of any property; to manage, insure, repair, improve, develop, subdivide, partition, and alter any property; to borrow money for any purpose in connection with the administration of my estate; to register and hold securities in bearer form; to incorporate any business or property and thereafter to hold a majority or minority interest in the corporation; to transfer any business or property to a limited or general partnership; to vote stock or securities, in person or by proxy; to continue, renew, extend, or modify any note, bond, or other indebtedness, or mortgage, and to enforce payment of such indebtedness or mortgage by foreclosure or othewise; to employ legal counsel, accountants, brokers, custodians, managers, and other agents and employees, and to pay them reasonable compensation out of any fund held hereunder to which such compensation is attributable; to allocate receipts and disbursements between income and principal in such manner as my fiduciaries shall deem equitable; to distribute any property in kind or partially in kind in such manner as my fiduciaries shall deem equitable; to qualify or appoint a third party as ancillary administrator if necessary or desireable, and to compensate such ancillary administrator; to pay to themselves, as fiduciaries, reasonable compensation for their services and their reasonable and necessary expenses; and in general, subject to their fiduciary duties, to exercise any additional powers that I might exercise if I were living. \willSection{Payment of debts} I direct my Executor to pay all of my legally enforceable debts, the expenses of my funeral and burial or cremation, and the expenses of the administration of my estate in the manner prescribed by state law. \willSection{Payment of taxes} I direct my personal representaive to pay out of my residuary estate, without apportionment against any beneificaries or other persons, all estate, inheritance and succession taxes, including any interest and penalties payable by reason of my death in respect of any property includable in my gross estate for the purposes of any such tax. I authorize my personal representative to determine whether and what deductions shall be taken for federal estate or income tax purposes and to determine the date that shall be used for the valuation of property in my gross estate for federal estate tax purposes. The exercise of such powers shall not be questioned by anyone, and no person whose interest in my estate is diminished by the exercise of such powers shall receive any reimbursement for such diminuation. \willSection{No contest provision} Should any beneficiary under this will contest this will or any of its provisions, any share or interest in my estate given to the contesting beneficiary under this will is revoked and (s)he will be awarded the sum of one dollar. \willSection{Signature} I, [% full_name %], the testator, herewith affix my signature to this will on this \rule{1cm}{.5pt} day of \rule{2cm}{.5pt}, 20\rule{5mm}{.5pt}, at \rule{4cm}{.5pt}. I declare that I sign and execute this instrument as my last will, that I sign it willingly, and that I execute it as my free and voluntary act. I further declare that I am of the age of majority or otherwise legally empowered to make a will, and under no constraint or undue influence. \rule{5cm}{.5pt} (Signed) \willSection{Witnesses} We, the witnesses, do hereby certify that [% full_name %], the testator in the above and foregoing Will, subscribed the said Will in our presence, at the time declaring to us that the said instrument was his Will; and we, at his request, and in his presence, and in the presence of each other, now sign our names hereunto as attesting witnesses, \rule{1cm}{.5pt} day of \rule{2cm}{.5pt}, 20\rule{5mm}{.5pt}, at \rule{4cm}{.5pt}. Witness \#1: \rule{7cm}{.5pt}. Residing at: \rule{7cm}{.5pt}. Witness \#2: \rule{7cm}{.5pt}. Residing at: \rule{7cm}{.5pt}. Witness \#3: \rule{7cm}{.5pt}. Residing at: \rule{7cm}{.5pt}. \end{enumerate} \end{sffamily} \end{document}