Massachusetts Closing Attorney | Wills, Trusts, Estate Planning

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Alan H. Segal is a renowned
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Request a Will

Complete this online Will Request form and we will email you with more information on compiling your Will.

Name of the PERSON MAKING THE WILL:
HOME Address:
HOME PHONE:
WORK PHONE:
CELL PHONE:
EMAIL ADDRESS:
CITIZENSHIP:
BIRTH DATE:
SOCIAL SECURITY NUMBER:

male female
married once several widow(er) divorced single
DO YOU PRESENTLY HAVE a Will:
IF YOU PRESENTLY HAVE A WILL, YOU WILL NEED TO DESTROY IT AFTER YOU SIGN A NEW WILL.
Name of spouse:
Children:
more children are anticipated:
Adopted children are to be expressly included:
this Will is to be silent on the subject:
Enter the names of the children, DATE OF BIRTH AND ADDRESS IF DIFFERENT FROM YOURS (and indicate if minor [M], deceased with CHILDREN OF THEIR OWN [DWC], by prior marriage [PM], adopted [A], and any special treatment [ST]):

Approximate VALUE OF assets of the PERSON MAKING THE WILL:
Approximate assets of spouse:
Additional assets anticipated by death (including life insurance proceeds and assets which may be inherited):
DO YOU HAVE a pension plan or retirement account:
DO YOU OWN AN INTEREST In a family-owned business:
name and type of business:
ARE YOU GOING TO DISPOSE OF THE BUSINESS IN THE WILL:
(IT IS BEST TO HAVE A BUY/SELL AGREEMENT TO DISPOSE OF THE BUSINESS OUTSIDE OF THE WILL)
DO YOU OWN REAL ESTATE THAT IS NOT IN A TRUST OR NOT OWNED BY YOU IN SOME FORM OF JOINT TENANCY:
IF YES, DO YOU WANT THE real estate to be disposed of under this Will:
the spouse is to be the beneficiary of:
all real estate
ALL REAL ESTATE is to be sold if spouse predeceases
spouse is to have just a life estate In THE MARITAL house
the MARITAL house to the spouse. other real estate
TO:
all real estate is to pass to one or more other beneficiaries
LIST PROPERTY ADDRESS, NAMES OF BENEFICIARIES AND PERCENT INTEREST:

How are the personal effects and other tangible personal property to be bequeathed:
all to the spouse
as per a PERSONAL PROPERTY MEMO
all to the children
OTHER (describe disposition and shares):

there are to be specific cash bequests:
(IF YES, enter amounts, beneficiaries and WHAT HAPPENS IF THAT PERSON DOESN’T SURVIVE YOU):

The REMAINDER OF YOUR estate is to be bequeathed as follows:
to the spouse outright
if spouse predeceases, to YOUR CHILDREN IN EQUAL SHARES
THE MINIMUM AMOUNT ALLOWED BY LAW to YOUR spouse (disinheriting spouse to the extent permitted by law)
balance to the children
IF A CHILD OR CHILDREN IS/ARE MINOR(S), SHOULD THE SHARE BE IN TRUST UNTIL A CERTAIN AGE:
INDICATE AGE FOR TRUST TO END (TRUSTEE WILL BE ABLE TO USE TRUST FUNDS FOR THE HEALTH EDUCATION AND WELFARE OF THE CHILD):
THE MINIMUM AMOUNT ALLOWED BY LAW to A CHILD (Usually $1.00 disinheriting THAT CHILD to the extent permitted by law)
Name of child to be DISINHERITED:
to one beneficiary outright
Name of that person:
to more than one beneficiary
Enter NAMES AND PERCENT INTEREST:

designate alternate beneficiaries (as opposed to having THE REMAINDER estate pass as if the PERSON MAKING THE WILL died without a will). The alternate beneficiary may be an individual, entity or group of people (such as parents or brothers and sisters), and you can designate a series of successor alternate beneficiaries:

Appoint as executor:
the spouse
the spouse and a co-executor
ENTER THE NAME AND RELATIONSHIP OF CO-EXECUTOR:

the spouse and one or more successor executor
ENTER THE NAME, RELATIONSHIP AND DESIGNATE AS FIRST ALTERNATE, SECOND ALTERNATE, ETC.:

OTHER executor
NAME OF OTHER EXECUTOR AND RELATIONSHIP:
one executor and one or more successor executor
NAME OF EXECUTOR AND OF SUCCESSOR EXECUTOR(S), RELATIONSHIP AND FOR SUCCESSORS, DESIGNATE AS FIRST ALTERNATE, SECOND ALTERNATE, ETC:

two co-executors
NAMES OF EXECUTORS AND RELATIONSHIP:

If a co-executor fails to qualify
the other may act alone
the other may appoint a new co-executor
A TESTAMENTARY TRUST IS A WAY TO PROTECT YOUR CHILDREN'S FINANCIAL INTERESTS UNTIL THEY REACH AN AGE IN WHICH THEY CAN PROPERLY MANAGE THEIR OWN FINANCES. IT IS QUITE COMMON IN WILLS FOR PEOPLE WHO HAVE MINOR CHILDREN.
IF THERE IS TO BE A TRUST:
Appoint:
one trustee
NAME AND RELATIONSHIP OF TRUSTEE:

one trustee and one or more successor trustee
NAME(S) OF TRUSTEE, SUCCESSOR TRUSTEE(S) AND RELATIONSHIP:

two co-trustees
NAMES OF TRUSTEES AND RELATIONSHIP:

If a co-trustee fails to qualify
the other may act alone
the other may appoint a new co-trustee
A GUARDIAN IS A PERSON YOU TRUST WHO IS APPOINTED TO ACT LIKE A PARENT TO YOUR CHILDREN AFTER THE DEATH OF YOU AND YOUR SPOUSE.
If there are minor children, does the PERSON MAKING THE WILL wish to appoint:
one guardian
NAME OF GUARDIAN AND RELATIONSHIP:

a guardian and one or more successor guardians
NAME OF GUARDIAN, SUCCESSOR AND RELATIONSHIP:

two co-guardians
NAMES OF CO-GUARDIANS AND RELATIONSHIP:

no guardian is to be appointed in this Will
different guardians are to be appointed for different children (NOT USUALLY DONE)
SPECIFY NAMES OF GUARDIANS, RELATIONSHIP AND FOR WHICH CHILD:

a bond is to be required of a specific guardian (NOT USUALLY DONE)
LIST NAME OF GUARDIAN REQUIRING A BOND:

and appoint a conservator of the children's property (NOT USUALLY DONE)
Enter the name(s) and relationship:

A SURVIVORSHIP CLAUSE, ALSO KNOWN AS A COMMON DISASTER CLAUSE, IS USED IN THE EVENT THAT YOU AND ONE OF YOUR BENEFICIARIES OR HEIRS SHOULD DIE SIMULTANEOUSLY. THIS CLAUSE ENSURES THAT YOUR WISHES ARE FOLLOWED:
DO YOU WANT A survivorship clause?
IF YES:
the spouse is to be deemed to survive a common accident (may reduce estate taxes to be paid by a couple by shifting assets to the spouse pursuant to the marital deduction, appropriate where PERSON MAKING THE WILL's assets are large and spouse's assets are modest)
survivorship is to be based on surviving for a prescribed number of days (USUALLY 30 DAYS)
other:
PLEASE DESCRIBE:

DO YOU HAVE ANY OTHER MATTERS OR DIRECTIVES THAT YOU WISH TO BE DONE UPON YOUR DEATH? PLEASE DESCRIBE BELOW OR LEAVE BLANK IF NONE:

ANCILLARY DOCUMENTS:
a "living will" (withdrawing medical treatment if the PERSON MAKING THE WILL is terminally ill)
an appointment of a health care agent - enter names, addresses and tele. no. of agent or agents (including the spouse) to act if PERSON MAKING THE WILL is incapacitated, and whether agents are successor or alternate agents:
a statement re funeral arrangements
cremation
medical or scientific purposes
buried with military HONORS
other:

a general power of attorney
expressly to survive incompetence (THIS IS RECOMMENDED)
Name(s), address(es), RELATIONSHIP of attorney-in-fact (USUALLY SPOUSE AND THEN ONE OR MORE SUCCESSORS) FOR SUCCESSORS, DESIGNATE AS FIRST ALTERNATE, SECOND ALTERNATE, ETC.:

(UPON RECEIPT OF YOUR INFORMATION, WE WILL EMAIL YOU WHAT THE COSTS FOR PREPARATION OF THE WILL PACKAGE WILL BE. MOST SIMPLE PACKAGES ARE UNDER $350.00.) WE CAN NOW CAN INCLUDE A CD THAT CONTAINS AN ELECTRONIC VERSION OF YOUR WILL AND A DIGITAL VIDEO SUMMARY DELIVERED BY YOU TO YOUR FAMILY.