WILL OF __________

I, __________, of __________, make this my Will and revoke all prior wills and codicils.

Family

I am not married. I have no children now living. I intend by this instrument to provide for all my children, including any born or adopted in the future.

Gifts to Revocable Trust

I give my tangible personal property and the rest of the property I own at my death (excluding any property over which I have a power of appointment) to the trustee of the __________ Trust dated __________, previously signed by me, as in effect at my death (my “Revocable Trust”), to be held and administered as provided therein. My executor may distribute directly to any beneficiary under my Revocable Trust any property that, if distributed to the trustee, would then be distributed to the beneficiary.

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.

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

Retention. To retain any property regardless of diversification and regardless of whether the property would be considered a proper estate investment; and to continue or to permit the continuation of any business, incorporated or unincorporated, that 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;

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;

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;

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

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, membership interests in limited liability companies, 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;

Distribution; Determination of Value. To distribute my estate in cash or in kind, or partly in each; and 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;

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, and 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;

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;

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;

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; and to amortize out of income any premium paid for interest-bearing obligations.

Dealing with Fiduciaries. To deal with, purchase assets from, or make loans to the fiduciary of any trust made by me or a trust or estate in which any beneficiary under my Revocable Trust has an interest, even though my executor is the fiduciary, and to retain any assets or loans so acquired, regardless of diversification and regardless of whether the property would be considered a proper estate investment; to deal with a corporation acting as executor under this will or a parent or affiliate company; and to deal with the fiduciary of any other estate, trust, or custodial account, even though the fiduciary is my executor;

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

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

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

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;

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

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

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

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

Payment of Expenses and Taxes. To the extent directed by the trustee of my Revocable Trust, 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, except that any increase in my death taxes incurred as a result of property (1) over which I have power of appointment, (2) with respect to which a qualified terminable interest election has been allowed, or (3) includable in my estate as a transfer with a retained interest (other than my Revocable Trust) shall be paid by the person holding or receiving that property; 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 waive all other rights to reimbursement and apportionment.

Death Taxes. “Death taxes” includes all estate, transfer, inheritance, and other succession taxes (including penalties and interest) imposed by reason of my death. “Death taxes” shall not include generation-skipping transfer taxes imposed on any generation-skipping transfers 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.

Elections by Executor. My executor, as directed by the trustee of my Revocable Trust, or in the absence of such a direction, as my executor deems advisable, shall make the elections under tax laws; shall make elections regarding the mode of distribution of the proceeds of any employee benefit plan, individual retirement plan, or insurance contract; shall make allocations of any available GST exemption; and shall join in the execution and filing of any joint income tax return. No adjustment shall be made between principal and income or in the relative interests of the beneficiaries to compensate for any such election or allocation.

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.

Construction

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.

Incorporation by Reference. If my Revocable Trust is not in existence at my death, I incorporate by reference its terms as they existed when I signed my Will, and I give my tangible personal property and the residue of my estate to the trustee designated by those terms to be held, administered, and distributed pursuant to those terms.

Signed on _______________, 20____

__________

The __________, __________, signed this Will in our presence on the date it bears. Immediately thereafter, at the __________’s request and in the __________’s presence and in the presence of each other, we signed our names as witnesses. We certify that we believed the __________ to be of sound mind and memory at the time of signing.

Witnesses	Addresses

residing at

residing at

residing at

{if:; and shall elect to treat any fraction or all of any trust as qualified terminable interest property for federal estate tax purposes} {if: shall consent to a gift being taxed as if made one-half by my spouse and one-half by me; } {if: Executor Executor. I name {if:{List:{PRNameX}||} }as my executor{if:.}{if: the first of the following who is from time to time willing and able to act:} {if:{List: {PRNameX}|; {PRNameX}|; and {PRNameX}}. }} {if: Guardian. I name {if:{if:my spouse}{if:{GrdName#X}} }as personal fiduciary and as guardian of the person and estate of any minor child of mine{if:.}{if: the first of the following who is willing and able to act:} {if:{List: {if:my spouse}{if:{GrdNameX}}|; {GrdNameX}|; and {GrdNameX}}. }I authorize the individual nominated above to remove any minor child of mine and the child’s estate to the individual’s place of residence, even if that place of residence is outside the State of Illinois, in order to seek appointment as guardian by the court of that place of residence in any of the foregoing capacities. The inability of an individual nominated above to serve in one or more of the foregoing capacities because of the individual’s place of residence shall not affect the right of the individual to serve in the other foregoing capacity or capacities. If I have more than one minor child, I desire that my minor children not be separated and the same individual be appointed guardian of the person for all my minor children. No security, surety, or bond shall be required of any guardian. } {if:, namely {List:{ChildNameX}|, {ChildNameX}| and {ChildNameX}}} {if:My spouse is {SpouseName}. } {if: Family. } {if:Introduction}	TheFormTool (c) 2011-2015 Snapdone, Inc.
Label	Question	Answer
SignDate	Date of signing Or leave blank Format: m/d/yyyy	1/1/2025
TrustDate	Date of Trust Format: m/d/yyyy	1/1/2025
PName	List all parties (will maker, spouse, living children, guardians, and executors)	Dan Doe [he] Amanda Doe [she] Jacob Doe [he] Allison Doe [she] Emily Doe [she] Violet Doe [she] [??] [??] [??] [??] [??] [??] [??] [??]
SignerName	Who is the will maker? Click Refresh button on TheFormTool tab to update choices	Dan Doe
SignerCityState	Where does the will maker live? Format: City, State	San Diego
SpouseName	Who is the spouse? Leave blank if not married	Amanda Doe
ChildName	Who are the children? Leave blank if no children	Jacob Doe Allison Doe Emily Doe Violet Doe [??] [??]
GrdName	If there are children: Select nominated guardians in order. If there is a spouse, list the spouse first. Leave blank if there are no children	Dan Doe Amanda Doe [??]
PRName	Select nominated executors in order	Dan Doe Amanda Doe [??]
TFTWrapper	IICLE Will