Can I leave money to charity in my Will?

Yes! You absolutely can leave money to charity in your Will. You can also make a charity the beneficiary to a Life Insurance policy or on retirement accounts. Additionally, there are specific types of Charitable Trusts you can set up that directly send assets to charities and/or other beneficiaries you identify.

Can I make changes to my Will?

Yes. Even if your Will has been witnessed and signed, it’s still possible to make changes. In fact, you should plan to update your Estate Plan every 3 - 5 years, or any time you have a major life event (a birth, a death, a marriage, a divorce, an out-of-state move, etc.). To make changes to your Will, you simply make what’s known as a codicil to the current document, or you can make an entirely new document using another free Will template.

What happens if I don’t have a Will?

If you die without a Will or other Estate Plans (like a Trust), it’s called dying intestate. If this happens, state law comes into play when determining how your estate should be settled and distributed.

What makes a Will invalid?

Wondering: What makes a Will invalid? It’s an important question! The most common reason a Will would be invalid is failure to have it properly witnessed. Other ways to invalidate a Will include shredding, tearing or otherwise destroying the document.

Can I use a DIY Will?

A DIY Will template (also called a do-it-yourself-Will) is a perfectly valid way to create a basic estate planning document. Online services with Last Will and Testament templates can make creating your Will simple, affordable and stress-free. Just be sure you’re using a reputable service that uses state-specific forms designed by estate planning legal experts or attorneys.

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GETTING STARTED

What is a Last Will & Testament?

A Last Will & Testament is an estate planning tool that allows you to establish a formal, legal document to clearly define your wishes for how assets and property should be distributed after you pass away.

A Last Will and Testament is also commonly referred to as:

Will
Will and Testament
Last Will
Last Wishes
Bequests

Do not confuse your Last Will and Testament with other types of Wills. For example, a Living Will may sound like what you’re looking for when you first begin planning for the future. But in reality, these two documents are vastly different in both scope and purpose.

A Living Will is a legal document that conveys your wishes for end-of-life medical treatment. It legally appoints someone the authority to make decisions on your behalf. As you can see, this is not what you’re looking for if you’re hoping to put together a Last Will and Testament template.

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THE BENEFITS

Who needs a Last Will and Testament?

Simply put, everyone over the age of 18 needs a Last Will and Testament. Your Estate Plan is the single most important thing you can have to cover your family and your legacy.

Trust & Will’s mission is to help as many people as possible create a solid plan that’ll do just that. We’re dedicated to offering affordable, accessible, user-friendly online tools that allow anyone, at any stage in life, to create the perfect Estate Plan that suits their needs.

In fact, we’re so committed to this effort, we even offer this free, basic Will template to get you started. So if you’re ready to begin planning for the future but not quite ready to dive all the way in, you can use our free Last Will and Testament template to cover the basics. And when you’re ready? We’ll be here for you with our still-affordable, but more customizable, estate planning documents.

If any of the following apply to your circumstances, you need a Will:

You’re at least 18 years old
You own a home
You own assets
You’re a business owner
You have retirement savings
You have a checking or savings account
You have Life Insurance
You have a life partner
You have children
Leaving a legacy is important to you

WHAT TO INCLUDE

What should be included in my Last Will?

Knowing what to include in your Last Will and Testament can make the process of creating (or updating) one easier. Use the following Will checklist to ensure you have everything you need on hand to seamlessly draft a Last Will and Testament.

Personal Information - Full legal name, birthdate, address, etc.
Assets - Anything of monetary or personal value that you’ll be leaving to a beneficiary.
Beneficiaries - Who will inherit some or all of your estate.
Your Personal Representative/Executor - The person you name to oversee your estate as it’s settled after you pass away.
Testamentary Intent - A simple statement that notes the very basic, but extremely important sentiment: “This is my last Will and Testament.”
Guardians - If you have children, or pets, you’ll want to name a guardian to take care of them in the event you can’t.

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Download your Free Last Will and Testament template with Trust & Will

Download your Free Will and Testament template, fill in the blanks with your end-of-life wishes, sign your Will in front of 2 witnesses and a notary, and gain peace of mind.

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TRUST & WILL

It’s the quick and easy way to create your Last Will and Testament

1

Download our template.
You can get started by quickly and easily downloading our free Will template.
2

Fill in the blanks
Complete all the sections outlined with detailed and specific answers or responses. Be as thorough as possible in this step.
3

Sign & notarize your documents
Once you’re done, just sign and date and have the Will notarized. Be sure you know the laws in your state about how many witnesses you need to ensure your Will is valid.

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