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New York Will Workbook

New York Will Workbook

Introduction

This is a worksheet that will assist WE THE PEOPLE in preparing your Will.

If you are unsure about any aspect of your estate or who you want to inherit your estate, you should seek competent, independent legal advice from an attorney.

TERMINOLOGY USED IN THIS WORKBOOK AND IN YOUR WILL:

  • YOUR BENEFICIARY(IES): Your BENEFICIARY(IES) is the person or persons you are leaving your estate to when you die. You can pick ALTERNATE BENEFICIARIES if your BENEFICIARIES die before you do. A Beneficiary can be an Executor as well.
  • DISINHERITING (Optional): Is there any relative you specifically DO NOT WANT to receive anything from your estate when you die?
  • SPECIAL GIFTS (Optional): You can choose to leave your beneficiaries Special Gifts after you die. The Special Gifts are distributed from your estate first, and then the remainder of your estate is distributed to your beneficiaries as you direct. You can list any individuals or organizations that you wish to receive gifts from your estate after you die. [for example: house, land, jewelry, money, antiques, cars, pets, dolls, baseball cards etc.]
  • THE EXECUTOR OF YOUR ESTATE: Your EXECUTOR is the person or persons who will serve as your personal representative and the person or persons who will distribute your estate according to your wishes after you die. You can pick an ALTERNATE EXECUTOR if your EXECUTOR is unwilling or unable to serve as your personal representative. Your Executor can be one of your Beneficiaries.
  • THE GUARDIAN OF YOUR MINOR CHILDREN UNDER THE AGE OF 18: applies ONLY if you have children under the age of 18. Your GUARDIAN is the person or people who you want to raise your minor children if you and your spouse die. You can pick an ALTERNATE GUARDIAN if your GUARDIAN is unwilling or unable to serve as GUARDIAN for your children under the age of 18.
  • THE CUSTODIAN OF ANY BENEFICIARY(IES) UNDER THE AGE OF 21: applies ONLY if you have beneficiaries under the age of 21. If any of your beneficiaries are under the age of 21 at the time of your death, you will name an adult over the age of 21 who will be the CUSTODIAN of the Beneficiary(ies) share of the estate. This is the person who will manage your Beneficiaries' inheritances.

Asterisks (*) indicate required answers.

If you should have any questions, feel free to call our office for help.

Information About You
Marital Status
Information About Your Children (Either Born or Adopted)
If you have more children than allowed, please contact us.
Child #1
The Guardian of Your Minor Children Under the Age of 18

Your GUARDIAN is the person or people who you want to raise your minor children if you and your spouse die.

If you name more than one Guardian, these people shall act as Co-Guardians.

(Optional) Alternative Guardians of Your Minor Children
You may choose an ALTERNATE GUARDIAN if the person you picked above as your GUARDIAN is unable or unwilling to act as your GUARDIAN.
Disenheriting (Optional)
Is there any relative you specifically DO NOT WANT to receive anything from your estate when you die?
Disinherited Person #1
Special Gifts (Optional)
List here any individuals or organizations that you wish to receive gifts from your estate after you die. [for example: house, land, jewelry, money, antiques, cars, pets, dolls, baseball cards etc.] Please contact us if you have more than 5 gifts. Additional typing fees will apply.
Gift #1
Your Beneficiary(ies)
Your BENEFICIARY(IES) - the person or persons you are leaving your estate to when you die. If you chose your spouse to inherit your estate when you die, the beneficiaries listed below will inherit your estate only if your spouse dies before you. Please contact us if you have more than 4 BENEFICIARIES. Additional typing fees will apply.
The Executor of Your Estate

Your EXECUTOR is the person or persons who will serve as your personal representative(s) and the person or persons who will distribute your estate according to your wishes after you die.

Your Executor(s) can also be Beneficiaries.

(If you name more than one Executor, these people shall act as Co-Executors.)

(Optional) Alternative Executors

You may choose ALTERNATE EXECUTORS if the person(s) you picked as your EXECUTOR above is/are unable or unwilling to act as your personal representative(s).

(Your Alternate Executor(s) can also be Beneficiaries.)

(Optional) Alternative Custodian of Any Minor Children
You may choose an ALTERNATE CUSTODIAN if the person you picked above as your CUSTODIAN is unable or unwilling to act as a CUSTODIAN.
Additional Will Pages
Use additional will pages to add any content you want to your will.
Additional will page #1 (+$49.00)
Agreement

I understand “We The People”, (the Company)” will complete the document as stated on this receipt with information supplied by me for the purpose of representing myself, (Pro Se).   

Any fees pursuant to this purchase are for computer time & document typing and do NOT include filing fees required by the court, state or any third party fees for providers, (e.g., courier fees, process servers, publications costs).

The Resource Attorney is available to answer "general" questions about the law, the Resource Attorney will NOT provide legal advice or represent you in court. The Resource Attorney is NOT an employee of The Company.  

I hereby agree to assume all responsibility associated with the information in the preparation of the documents.  I further agree to read and approve all documents prior to signing.  If any disputes arise between the parties hereto, venue shall lie in ALBANY COUNTY, State of New York.  In consideration of the foregoing, I make my authorization.

The Company will use its best efforts to prepare documents in a timely fashion; no guarantee has been made regarding the time of completion and/or filing of documents on my behalf. I further understand that The Company has made NO representations regarding the successful outcome (or otherwise) of my legal matter.

The aforementioned as well as the following terms are understood and agreed by “The Company" and me therefore by signing below, I understand and acknowledge the all of the terms contained in this contract:  

  • The Company is not a law firm & its owners/staff members are NOT lawyers.   
  • The Company cannot select legal documents for me.
  • The Company cannot represent me in court.
  • The Company cannot advise me about my legal rights or the law.
  • I am solely responsible for the information provided for the preparation of the documents.
  • If cancellations are requested, The Company will retain a $99.00 cancellation fee to cover administrative costs.
  • If I provide The Company with inaccurate information or if document changes are requested for any reason by me, the court or state, an amendment fee will be charged accordingly for retyping (fees range from $79.00 - $99.00 per request).
  • There are NO refunds once documents are typed.
  • I must pick up the completed forms within 30 days from the date of notification by The Company. If I am unavailable or unreachable, I have the responsibility of calling or coming in to the office within 20 business days after such notification or 20 business days after my last dealing/communication with the office in order to inquire as to my document status.
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