WillMaker Legal Manual
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The WillMaker Legal Manual
Your Legal Companion for Estate Planning
Chapter 1: Planning Your Estate with WillMaker
Chapter 2: About Wills
Chapter 3: About WillMaker Wills
Chapter 4: About You and Yours
- Entering Your Name and Gender
- Entering Your County & State
- Choosing Your Marital Status
- Listing Your Children
- Personal Guardians for your Minor Children
- Explaining Your Choice for Personal Guardian
- Naming Grandchildren
- Pets
Chapter 5: About Your Property
Chapter 6: How to Leave Your Property
- How to Pass Your Property When You're Married
- Choosing Alternates for Your Spouse or Partner (When You Don't Have Kids)
- How to Leave Your Property When You're a Parent
- Estate Distribution for People With Kids
- Choosing Alternates for Your Children
- Distributing Your Estate as a Single Person
- Choosing Alternates for Your Main Beneficiaries
- Naming Beneficiaries for your Specific Gifts
- Describing Specific Gifts
- Naming a Residuary Beneficiary
- Name a Trust as a Beneficiary
Chapter 7: Management for Property That Passes Under Your Will
- Choosing Among Property Management Options
- Management for Property That Does Not Pass Under Your Will
- Property Managers for Young People's Property
Chapter 8: Choosing an Executor
Chapter 9: Debts, Expenses and Taxes
Chapter 10: Making it Legal
Chapter 11: Updating Your Will
Chapter 12: Letter to Survivors
Chapter 13: When You Need More Than a Will
- Avoiding Probate
- Reducing Estate Taxes
- Trusts to Control Property
- Living Trusts to Avoid Probate
- Other Ways to Avoid Probate
Chapter 14: The Durable Power of Attorney
- What is a Durable Power of Attorney for Finances?
- What a Durable Power of Attorney for Finances Cannot Do
- The Attorney-in-Fact's Job
- When Your Power of Attorney Takes Effect
- Choosing an Attorney-in-Fact
- Naming Alternates and Co-Attorneys-in-Fact
- Specific Financial Powers, Part 1
- Specific Financial Powers, Part 2
- The Power of Make Gifts
- Additional Duties and Responsibilities of Attorney-in-Fact
- Conservatorships and Durable Powers of Attorney for Finances
- Finalizing Your Durable Power of Attorney for Finances
- Possible Challenges to Your Documents
Chapter 15: Health Care Directives
- About Health Care Directives
- Helping Another Person Make Health Care Directives
- Entering Your Personal Information
- Naming Your Primary Physician
- Naming Your Health Care Agent
- Talking to Your Agent
- Specifying Your Health Care Wishes
- Specifying Care for Different Situations
- DNR and POLST Forms
- Stating Your Wishes for Organ Donation
- How Pregnancy May Affect Your Wishes
- Expressing Other Wishes for Your Care
- State Specific Powers
- Making It Legal
- Storing Sharing and Registering
- Revoking Your HCD
Chapter 16: Final Arrangements
- WillMaker's Final Arrangements Document
- Burial and Cremation
- Mortuaries and Cremation Facilities
- Embalming, Caskets, and Urns
- Pallbearers, Headstones, and Epitaphs
- Ceremonies
- Obituaries
- Paying for Final Arrangements
Chapter 17: If You Need More Help
Chapter 18: WillMaker's Transfer on Death Deed
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