Here is an example of a Custom Will set of documents for a couple doing a Custom Will in California.
Although there are some differences between the states, the core elements would not vary much from this example.
Vanessa and Isaac have 3 kids and are leaving a few items in Specific Distributions before the remainder of the estate is distributed. They want to control the kid's inheritance such that it does not arrive in one lump sum and best fits each child's ability to handle money.
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Signing Instructions - Vanessa Morgan 03-10-2022.pdf
100 KB Download
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Signing Instructions - Isaac Morgan 03-10-2022.pdf
100 KB Download
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Instruction to my advocates - Isaac Morgan 03-10-2022.pdf
100 KB Download
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Instruction to my advocates - Vanessa Morgan 03-10-2022.pdf
100 KB Download
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Estate Diagram--Vanessa Morgan--3-10-2022.pdf
1 MB Download
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Estate Diagram--Isaac Morgan--3-10-2022.pdf
1 MB Download
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Will - Vanessa Morgan 03-10-2022.pdf
200 KB Download
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Will - Isaac Morgan 03-10-2022.pdf
200 KB Download
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General Durable Power of Attorney - Isaac Morgan 03-10-2022.pdf
100 KB Download
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General Durable Power of Attorney - Vanessa Morgan 03-10-2022.pdf
100 KB Download
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Advance Healthcare Directive - Vanessa Morgan 03-10-2002.pdf
200 KB Download
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Advance Healthcare Directive - Isaac Morgan 03-10-2002.pdf
200 KB Download
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HIPAA - Vanessa Morgan 03-10-2022.pdf
100 KB Download
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HIPAA - Isaac Morgan 03-10-2022.pdf
100 KB Download