Sample Document from MyLawyer.com, Inc.

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Sample Document from MyLawyer.com, Inc.

  1. 1. Sample Document from MyLawyer.com, Inc. This PDF file is a sample of the documents and execution instructions offered from this web-site. Actual documents and Questionnaires will be completed through an interactive on-line interface using Rapidocs – our free document assembly software. This software operates on IBM-compatible computers (and on Macintosh computers using Virtual PC). Upon free registration, our site will ask you to choose the level of service desired. All of our sites offer Self-Help service: - Products can be previewed and your documents prepared prior to purchase – without obligation. - Accounts will contain copies of our actual products. - You are welcome to Save the files to our secure servers. - Security measures have been added to all of our Self-Help documents which allow free preview but deter visitors from full use of the forms prior to purchase. These security measures may include the disabling of Print functions or the addition of a temporary watermark (such as the one used below). - Purchase of the forms will remove all security restrictions. - Accounts containing purchased documents will remain on our servers for 12-18 months. For those interested in Document Preparation Service: (where available) - Service must be purchased prior to gaining access to Questionnaires. - Accounts will only contain Questionnaires related to purchased forms. - You are welcome to Save the files to our secure servers. - Accounts containing purchased documents will remain on our servers for 12-18 months. - After submitting all of the Questionnaires pertaining to your order, our staff will prepare your documents and deliver them in a PDF format via e-mail within 3-5 business days (depending upon the services purchased). After we receive confirmation that no changes are needed, we will print and mail paper copies (if requested during purchase). Security and Privacy Notice: None of the contact information which our site collects upon registration will be sold or distributed to third parties. The information is strictly used by our staff to properly identify users and allow adequate communication. The sample below has been edited. Detailed, step-by-step instructions are included with each set of forms. After purchase, the documents offered and produced through our site will not contain such restrictions.
  2. 2. LAST WILL AND TESTAMENT OF JANE DOE I, Jane Doe, a resident of and domiciled in the State of Connecticut, make, publish and declare this to be my Last Will and Testament, revoking all Wills and codicils at any time heretofore made by me. ARTICLE I. ESTATE ADMINISTRATION AND EXPENSES I direct that the expenses of my last illness and funeral, expenses incurred in the administration of my estate, and all estate, inheritance and similar taxes payable with respect to property included in my estate, whether or not passing under this Will, and any interest or penalties thereon, shall be paid out of my residuary estate, without apportionment and with no right of reimbursement from any recipient of any such property. ARTICLE II. FAMILY INFORMATION I am married to John Doe. My children born to John Doe prior to the signing of this Will are: Susan Doe William Doe It is my intention that my Will include any above named children, not expressly excluded above, and any other children born to or adopted by me after the date of this Will. The terms "child" and "children", wherever used in this Will, include not only the child and children of the person designated, but also the legally adopted child and children of such person. Similarly, the term This watermark will not appear on actual documents. "issue" includes not only the children and other issue of the person designated, but also the legally adopted children and issue of such person. ARTICLE III. TANGIBLE PERSONAL PROPERTY I make the following specific gifts of tangible personal property: I give my Car to my aunt Jennifer Doe, if she shall survive me. I give my summer house to my brother Robert Doe, if he shall survive me. If he shall not survive me, then to my business partner Kenneth Smith. All tangible personal property owned by me at the time of my death, that is not otherwise disposed of under this article, should pass to my residuary estate, and should be disposed of in accordance with the terms set forth below governing my residuary estate.
  3. 3. ARTICLE IV. REAL PROPERTY I give my personal residence, and all rights that I have under any related insurance policies to my Husband, John Doe. I make the following specific gifts of real property: I give the real property at 123 Main Street, Pasadena, Connecticut 01234, and all the contents thereof, to my husband John Doe, if he survives me. If there are any encumbrances, claims or liabilities on this piece of property at the time of my death, my estate shall pay them off before transferring title. All real estate owned by me at the time of my death, that is not otherwise disposed of under this article, should pass to my residuary estate and should be disposed of in accordance with the terms set forth below governing my residuary estate. ARTICLE V. CASH All my cash should pass to my residuary estate and should be disposed of in accordance with the terms governing disposition of my residuary estate. ARTICLE VI. INTANGIBLE PERSONAL PROPERTY I give all my intangible personal property owned by me at the time of my death to my Husband, John Doe. This watermark will not appear on actual documents. All intangible personal property owned by me at the time of my death, that is not otherwise disposed of under this article, should pass to my residuary estate and should be disposed of in accordance with the terms governing the my residuary estate. ARTICLE VII. CHARITABLE DONATIONS I make no specific charitable gifts at my death. ARTICLE VIII. CANCELLATION OF INDEBTEDNESS Any debt owed to me, but not specifically cancelled under this Article shall remain owing to and enforceable by my estate.
  4. 4. ARTICLE IX. RESIDUE I give all the rest, residue and remainder of my property and estate, both real and personal, of whatever kind and wherever located, that I own or to which I shall be in any manner entitled at the time of my death (collectively referred to as my "residuary estate"), as follows: To my children who survive me and to the issue who survive me of those of my children who shall not survive me, Per Capita (By the Heads), in equal shares. If I die with no issue of mine then living, my residuary estate shall be paid and distributed, in equal shares, to the following: Kenneth Smith If none of the beneficiaries described above shall survive me, then I give my residuary estate to those who would take from me as if I were then to die without a Will, unmarried and the absolute owner of my residuary estate, and a resident of the State of Connecticut. ARTICLE X. CHILDREN'S TRUST If any of my children are twenty five (25) years or younger at the time of my death, I direct that a trust be created to hold the property given them under this Will. Separate trusts shall be created for each child twenty five (25) years or younger at the time of my death. This watermark will not appear on actual documents. A single trust for the benefit of my children and more remote issue, as hereinafter provided, may be created instead of separate trusts. I appoint John Doe to serve as Trustee of any Children's Trust created under this Will. If John Doe does not or cannot serve for any reason, I nominate Kenneth Smith for this position. No trustee shall be required to give any bond or obtain the order or approval of any court in carrying out any powers or discretion granted in this trust. The Trustee and Alternate Trustee shall have the full power and authority allowed by the State of Connecticut to manage and distribute based on his or her sole discretion the trust's income and principal on behalf of the beneficiary(ies), including the right to use income or principal for the beneficiary's(ies') education, health, including medical expenses, support and maintenance. If any property is to be held in trust under this Will, and the principal of the trust is under $5,000.00, the Trustee may pay or distribute the whole or any part of such property to the beneficiary or beneficiaries of such trust, or to the guardian, committee, custodian or other legal representative of the beneficiary or beneficiaries, or the person with whom the beneficiary or beneficiaries reside to use for such beneficiary or beneficiaries. The receipt of the person to whom any such payment or distribution is so made shall discharge my Trustee therefor, even though my Trustee may be such person. Each year in which a beneficiary of the Children's Trust is living on December 31 and so directs, the Trustee shall distribute to the beneficiary up to the greater of that amount referred to in Code Sec. 2514(e)(1) (currently, five thousand dollars ($5,000.00)) or that percentage referred to in Code Sec. 2514(e)(2) (currently, five percent (5%)) of the trust on that date. This right shall not accumulate from year to year. In applying this limit there shall be substituted for that amount referred to in Code Sec. 2514(e)(1) (currently, five thousand dollars ($5,000.00)) any smaller limit that would result from taking into account first all other powers held by the beneficiary that must, under Code Sec. 2514(e), be aggregated to determine the largest lapse that can occur for this power without being treated as a release.
  5. 5. The determination of my Trustee as to the amount or advisability of any discretionary payment of income or principal from any trust hereunder shall be final and conclusive on all persons, whether or not then in being, having or claiming any interest in such trust. Upon making any such payment, my Trustee shall be released fully from all further liability therefor. The trust shall terminate when the beneficiary turns twenty five (25) years old; the beneficiary dies; or the trust funds are exhausted through distributions allowed under the provisions of this trust, whichever happens first. Any trust funds remaining at the termination of the trust shall pass to the beneficiary, or if no longer living to the beneficiary's heirs. ARTICLE XI. GUARDIANSHIP I appoint no guardian to any child of mine in this Will. ARTICLE XII. PERSONAL REPRESENTATIVE This watermark will not appear on actual documents. I appoint my sister-in-law Mary Doe to be my Personal Representative. If Mary Doe shall fail to qualify for any reason as my Personal Representative, or having qualified shall die, resign or cease to act for any reason as my Personal Representative, I appoint my brother Robert Doe as my Personal Representative. I direct that no Personal Representative shall be required to file or furnish any bond, surety or other security in any jurisdiction. ARTICLE XIII. EXECUTIVE POWERS I grant to my Personal Representative all powers conferred on executors under the Connecticut Fiduciaries Powers Act, as amended, or any successor thereto, and all powers conferred upon Personal Representatives and Executors wherever my Personal Representative may act. I also grant to my Personal Representative power to retain, sell at public or private sale, exchange, grant options on, invest and reinvest, and otherwise deal with any kind of property, real or personal, for cash or on credit; to hold, manage, insure, repair, improve, demolish, divide, and otherwise deal with and dispose of any property; to borrow money and mortgage, encumber or pledge any property to secure loans; to divide and distribute property in cash or in kind; to exercise all powers of an absolute owner of property; to compromise and release claims with or without consideration; and to employ attorneys, accountants and other persons for services or advice. The term "Personal Representative" wherever used herein shall mean the Personal Representatives, Executors, Executor, Executrix or Administrator in office from time to time. My Personal Representative shall have the authority to perform any act believed to be necessary and in the best interest of my estate and descendants, with no limitations, and consistent with the laws of Connecticut. In addition my Personal Representative is authorized to: a. Retain, until distribution and without liability for loss or depreciation resulting from such retention, any of my assets which shall come into this or her possession as a result of administering my estate. b. Mortgage, lease, pledge, exchange, partition, or sell any of my assets without proper court order, whether real or personal, at public or private sale and to invest or reinvest the proceeds from any sale in the best interests of my estate.
  6. 6. c. Pass any real or personal property which is encumbered by a mortgage, deed of trust, lease or any other loan obligation that requires the payment of money, to the recipient of that particular property. d. Exercise or sell any or all conversion, subscription, option, voting and any other rights of whatsoever nature pertaining to any such property, and in their discretion to vote, in person or by proxy, with respect to any matters, regarding stocks, securities or other assets constituting part of my estate. e. Retain and continue to operate any business, incorporated or otherwise, which is part of my estate, including the right to effectuate any plan of corporate or business reorganization, consolidation, merger or similar plan. f. Prosecute, compromise, settle or submit to arbitration any claim in favor or against my estate. g. Settle my estate without intervention of any court, except to the extent required by law. ARTICLE XIV. CONTEST If any of my beneficiaries chooses to contest or attach my Will, or any of its provisions, his or her This watermark will not appear on actual documents. share under this Will shall be deemed revoked and distributed as if the contesting beneficiary had predeceased me without any children. ARTICLE XV. SURVIVORSHIP I direct that for purposes of this Will a beneficiary shall be deemed to predecease me unless such beneficiary survives me by more than thirty (30) days. IN WITNESS WHEREOF, I, Jane Doe, sign, seal, publish and declare this instrument as my last Will and testament this ____________________ day of ____________________, 20____. Testator The foregoing instrument was signed, sealed, published and declared by Jane Doe, the above named Testator, to be her last Will and testament in our presence, all being present at the same time, and we, at her request and in her presence and in the presence of each other, have subscribed our names as witnesses on the date above written.
  7. 7. Witness Residing at: Witness Residing at: This watermark will not appear on actual documents.

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