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Getting Started:

Creating a Will is easy and only requires 4 simple steps. Step 1: Complete your Will. Step 2: Save and Preview your Will. Step 3: Checkout and enter your Voucher Code. Step 4: Download and Print your Will in Docx or Pdf format.

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1. TaxAct Home will return you back to TaxAct start page.

2. Information Checklist will provide you with the information you will need to complete the Will.

3. Voucher Instructions are to assist you with questions and help for your purchased voucher.

4. Frequently Asked Questions are a general Q&A that you may have while completing your Will.

5. State Laws are to provide you with information on making your Will legal.

6. Contact Us at anytime you need further assistance and a support representative will assist you as soon as possible.

Signing your Will:

A Will must be signed in the presence of at least two witnesses who also sign the Will. A notary public will also need to sign if the Will contains a self-proving affidavit. Generally, a self-proving affidavit allows the Will to be admitted to probate without other evidence of execution. Please refer to your state laws for further information.

Your information will be saved, but you will need to complete the form 90 days from your date of purchase.

Voucher Redemption:

After completing your will, you will be asked to enter your voucher code before you can print or save your will. You can find your voucher code in:

Contact TaxACT Customer Support:

If you have questions or need assistance, please complete our email form. TaxACT Customer Support will reply as soon as possible.

You can also call TaxACT at (319) 739-0117.

FAQ

Who may make a Will?

Generally, any person 18 years or older of sound mind may make a Will. Some states allow persons under 18 to make a Will.

What happens if I die without a Will?

If you die without a Will you are designated "intestate," meaning, "without a Testament ' without a Will." In such a case, state laws called "intestate succession laws" govern who receives your property, regardless of what your wishes might have been. A Court, not you, will decide who is to administer your estate. Generally, it is more expensive to administer the estate of a person who dies without a Will.

How long is a will valid?

A validly prepared and properly executed Will is valid until you intentionally revoke it or prepare and execute a new Will that revokes the previous Will. In addition, a change in marital status, such as a divorce, may impact provisions in a Will and/or beneficiary designations.

What are self-probating wills?

A so-called "Self-Proving Will" typically has affidavits of the witnesses who saw the decedent sign the Will. The affidavits are attached to the Will. In those affidavits, the witnesses state: that they saw the deceased execute or sign the Will, the deceased asked them to be witnesses to the Will, he or she appeared mentally competent at the time, and acted voluntarily (not out of fear, intimidation, or coercion). Without such affidavits, it would typically have been necessary for the Executor (or a lawyer for the Executor) to locate the original witnesses and have them come into court (if possible) to state the circumstances surrounding the execution of the Will, or at least give an affidavit.

Does a will cover all my property?

No. For example, if you own pension plan assets, or 401(k) plan assets, or life insurance, or annuities, or property held through a "Trust", such property and benefits would typically pass to the specific beneficiaries you have named with the manager of the pension plan, the company sponsoring the 401(k), each life insurance company, each annuity company, and in the Trust. Of course if the beneficiary of such assets is simply named as "my estate" then the Will would control who gets the property and benefits. Property held in joint tenants with right of survivorship also passes outside of the will.

What effect does moving to a different state have on a will?

A Will that is properly made and properly executed in your former state of residence, that would be valid under the laws of your former state, will almost invariably be regarded as valid by the laws of your new state. However, as the laws of all states differ, if you move it makes sense to have your Will reviewed by a lawyer in your new state.

For example, sometimes the new state has different processes to "prove" the Will. The new state may permit probate matters to be handled on a less formal and less expensive basis, simply by adding to the Will reference to certain specific statutory provisions in the new state's laws.

Occasionally complications arise because different states have different classifications of property. For example, if your Will was executed in a state that does not have a community property system and you move to one of the 9 community property states, you may wish to get in touch with an attorney to determine whether your Will should be redrafted to achieve your intended result.

If I have a living will, would I also need a real "will"?

Yes. A "Living Will" has absolutely nothing to do with managing or controlling your property either during your lifetime or at your death. It deals only with health care options.

Can I disinherit my spouse?

Generally no, unless you and your spouse have waived the right to be included in the other's estate in a prenuptial or postnuptial agreement. Each state has laws that shield a surviving spouse from being completely cut off.

In most states, the surviving spouse can choose between the property left in the deceased spouse's Will or a statutory share set by state law (usually one-third or one-half of the estate). Whether it is advantageous to elect the state's share ' generous in some states, minor in others ' depends on the rules for calculating the elective share, which rules and exceptions have a remarkable number of variations between the states. In a community property state, the surviving spouse already owns half of the community property at the death of the other spouse.

Can a parent disinherit a child?

Generally Yes. To do so, it is advisable to specifically say in the Will that the omission is intentional. Often Wills have language along these lines: "I have previously taken care of my daughter Susan during my lifetime, and have chosen to leave nothing to her in this Will. Similarly, I am leaving nothing to my son John, for reasons known to both of us."

What reasons are there to change or update a will?

Typical reasons for changing or updating a Will are: (1) You marry or divorce; (2) Birth or adoption of child; (3) Death of a family member or beneficiary; (4) Changes in the Federal Estate Tax laws or State Tax laws; (5) Substantial change in the value of your estate; (6) Change in the nature of your property holdings; (7) A Guardian or Executor or Trustee moves away, dies, or is no longer willing or able to serve; (8) Your children are no longer minors, or are old enough to handle financial matters on their own; (9) You move to another state; or (10) You wish to eliminate gifts to certain beneficiaries;

How can I revoke a will?

If you are mentally competent, you can revoke a prior Will by destroying it, obliterating it, burning it, or tearing it up. Of course, unless the act of revocation is properly witnessed and recorded, someone may later contend the Will was simply "lost" and not revoked, or that you lacked mental competence at the time you "attempted" to revoke your Will. This could give rise to a "Will Contest". It is preferable to execute a new will specifically revoking all previous wills.

What is a Personal Representative or Executor?

When making your Will, consider and designate your Personal Representative (Often called an Executor or Executrix) to supervise the transfer of your property to those designated in the Will (the person you appoint can be a person receiving property from you). The person appointed is often your spouse, but you should designate an alternate in case your spouse dies before you do. The alternate should be someone you trust who will get along with the beneficiaries named in the Will ' the alternate may be one of these beneficiaries. Also consider and designate guardians and trustees for minor children if necessary.

What should I keep in mind when I select the executor of my will?

Choosing as an executor is a crucial decision since his or her job can be a thankless one. The executor usually gets the blame if things do not go the way family members expect. Since the executor is bound to carry out the terms of your will and obey the laws of the state, pick someone who is organized and trustworthy. If your bank has a trust department, you might discuss this with a trust officer. Many banks serve as executors and trustees and their fees are generally reasonable. If you decide to name a person, consider an executor that has a personal interest in your family, is familiar with your affairs (but does not have a conflict of interest), has people skills, and the competence and maturity to do the job well.

Who is a Beneficiary under a will?

An individual, institution, trustee, or estate receiving or becoming eligible to receive benefits under a will, an insurance policy, a retirement plan, annuity, trust, or other contract is known as a beneficiary. Usually a person who inherits under a will is a beneficiary.

Where should I keep my will?

Once your will is written, store it in a safe place that is accessible to others after your death. Consider keeping it in a fire proof box that you can purchase at any office supply store. You might not want to keep it in a safe deposit box because many states require that your safe deposit box be sealed upon your death. Make sure a close friend or relative knows where to find your will. How must my Will be signed? Generally, a Will must be signed in the presence of at least two witnesses who also sign the Will in the presence of each other. A notary public will also need to sign if the Will contains a self-proving affidavit. Generally, a self-proving affidavit allows the Will to be admitted to probate without other evidence of execution.

What is a Will?

A Will is a document which provides who is to receive your property at death, who will administer your estate, the appointment of trustees and guardians, if applicable, and other provisions.

Who may make a Will?

Generally, any person 18 years or older of sound mind may make a Will. (Some states allow persons under 18 to make a Will)

What happens if I die without a Will?

If you die without a will you are an intestate. In such a case, state laws govern who receives your property. These laws are called "intestate succession laws". If you die without a Will, the Court decides who will administer your estate. Generally, it is more expensive to administer an estate of a person who died without a Will, than a person who dies with a Will.

General Discussion

When making a Will you need to consider who will be named as your personal representative or executor to administer your estate, who you will name as guardian and trustee of minor children if your spouse does not survive you and who will receive your property. You should also consider tax issues.

The person appointed as executor or administrator is often your spouse, but you should also name an alternate, in case your spouse predeceases you. The person you name should be a person you can trust and who will get along with the beneficiaries named in the Will. In the event your spouse predeceases you, the guardian you name will have actual custody of your minor children unless a court appoints someone else. The trustee you appoint to administer a trust you established will be in charge of the assets of the trust for the benefit of the minor beneficiaries.

Generally, a Will must be signed in the presence of at least two witnesses who also sign the Will. A notary public will also need to sign if the Will contains a self-proving affidavit. Generally, a self-proving affidavit allows the Will to be admitted to probate without other evidence of execution.

Definitions

Administrator, administratrix

this is a person who administers an estate of a person who died without a Will.

Assets

all types of property that you own, including but limited to real estate, personal property, intangible property, choses in action, etc..

Beneficiary

a person named in your Will to receive some portion of your estate.

Bequest, bequeath

this a where you leave personal property by a will. Example: "I bequeath my diamond ring to ".

Codicil

a supplement, amendment, or addition to a will. A codicil may explain, modify, add to, subtract from, qualify, alter, or revoke provisions in a will.

Common disaster provision

a statement in a will which provides how property is to be disbursed if the person writing the Will and a beneficiary die in a common disaster.

Decedent

a person who has died.

Devise

to transfer real property by Will. Example: "I devise my home to _____".

Devisee

person who received real property by a Will.

Estate

the assets a person owns. Executor, executrix, personal representative -- the person named in a will to probate the Will and administer your estate according to your wishes.

Fiduciary

an executor, guardian, administrator, personal representative or trustee.

Guardian

a person legally appointed to care for another, such as a minor child.

Heir

a person entitled under the law of intestate succession to the property of a descendent. Sometimes beneficiaries named in a will are called heirs, but technically this is not correct.

Intestate

a person who dies without a valid will.

Lapse

the failure of a bequest (as because the intended recipient dies before the testator).

Legatee

recipient of personal property by a will.

Per Stirpes

by right of representation. Rights given to Children of a deceased child of yours. Example: if a decedent had three children, one of whom had already died leaving issue(children), the estate would be divided into thirds, with each living child receiving a one-third share, and the issue of the deceased child dividing a one-third share equally amongst themselves.

Probate

process of validating the Will of a deceased person in Court.

Revoke

process of destroying the effectiveness of (a will) by executing another or by an act of destruction.

Succession law

governing law if there is no will which controls who will receive your property.

Testator, testatrix

person who makes a will.

Witness

one who sees the testator sign his name on his will or hears him declare it to be his will and, at the request of the testator, signs his name and address at the end of the will.

Last Will Instructions


What is a Will? A Will is a legally binding document designating who is to receive your property when you die ' including real estate, money, assets and valuables. The Will names a person (often called an Executor or Executrix) to supervise the distribution of your property according to the Will's directives, and to pay your remaining bills. Further, a Will can, if necessary, appoint guardians for minor children, and trustees of property left to them.

Who may make a Will? Generally, any person 18 years or older of sound mind may make a Will. Some states allow persons under 18 to make a Will.

What happens if I die without a Will? If you die without a Will you are designated "intestate," meaning, "without a Testament ' without a Will." In such a case, state laws called "intestate succession laws" govern who receives your property, regardless of what your wishes might have been. A Court, not you, will decide who is to administer your estate. Generally, it is more expensive to administer the estate of a person who dies without a Will.

Personal Representative: When making your Will, consider and designate your Personal Representative (Often called an Executor or Executrix) to supervise the transfer of your property to those designated in the Will (the person you appint can be a person receiving property from you). The person appointed is often your spouse, but you should designate an alternate in case your spouse dies before you do. The alternate should be someone you trust who will get along with the beneficiaries named in the Will ' the alternate may be one of these beneficiaries. Also consider and designate guardians and trustees for minor children if necessary.

Signing:

Generally, a Will must be signed in the presence of at least two witnesses who also sign the Will. A notary public will also need to sign if the Will contains a self-proving affidavit. Generally, a self-proving affidavit allows the Will to be admitted to probate without other evidence of execution.

Note:

Once you answer all questions, preview your Will and checkout, you will be able to download/print your completed Will.

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Welcome

Thanks for choosing LegalACT Will to create your Last Will and Testament. Your will is created in 4 simple steps:

1. Complete the short form below. We recommend gathering this information before completing the form. Click on "Save and Complete Later" button at the bottom of the page if you want to return and finish your will at a later time.
2. Save and preview your will.
3. Enter your voucher code.
4. Download and print your will as a Word and/or PDF document.

Step 1: Create Your Will

Note: Please enter your full legal name as it appears on your Social Security Card.

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Marriage and Children
  1. Do you have children?

    Note: If you do not have children please skip to the next section.

Specific Property

Note: This provision is for people who desire to leave specific property to a particular person such as a ring or other property. It is not required and all property will pass under other provisions if no property is left here.

  1. Would you like to leave specific property?
Homestead or Primary Residence

Note: I will, devise and bequeath all my interest in my homestead or primary residence, if I own a homestead or primary residence on the date of my death that passes through this Will, to:

  1. Beneficiary details:
All Remaining Property

Note: I will, devise, bequeath and give all the rest and remainder of my property and estate of every kind and character, including, but not limited to, real and personal property in which I may have an interest at the date of my death and which is not otherwise effectively disposed of to:

  1. Beneficiary details:
Contingent - All Remaining Property

Note: In the event that all of the Beneficiaries named in the Article immediately above shall predecease me, I will, devise, bequeath and give all the rest and remainder of my property and estate of every kind and character, including, but not limited to, real and personal property in which I may have an interest at the date of my death and which is not otherwise effectively disposed of Residuary Estate to: For Example:  Your Children.

  1. Beneficiary details:
Minor Beneficiaries or Beneficiaries in Trust

NOTE: If you have Beneficiaries under the age of 21, the property you leave to them is left in a Trust under the provisions of this Will. The Trustee you name will administer the Trust for them. You may also leave property in trust to your children or other persons under this provision based on an age you select. In such case the age you select will be the age controlling whether the property is left in trust or not.

Appointment of Personal Representative, Executor and Executrix

Note: The person you appoint can be your spouse or an adult child. This is the person who will administer your estate according to your instructions in this Will.