Living Trust Last Will and Testament TX

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[This document only appears if you request for a pour-over will.

THE
LAST WILL AND TESTAMENT
OF

Jane Doe

DECLARATION

I, Jane Doe, also known as Jane Smith, a resident of the state of Texas and
county of Harris and being of sound mind and memory, do hereby make, publish,
and declare this to be my last will and testament, thereby revoking and making null
and void any and all other last will and testaments and/or codicils to last will and
testaments heretofore made by me. All references herein to “this Will” refer only to
this last will and testament.

FAMILY

[This section varies based upon your marital and parental status.]

At the time of executing this Will, I am married to John Doe. The names of
my children are listed below. Unless otherwise specifically indicated in this Will,
any provision for my children includes the below-named children as well as any
child of mine hereafter born or adopted.

Ann Doe
Charles Doe

DEBT

I direct that as soon as is practical after my death, the executor named


pursuant to this Will review all of my just debts and obligations, including last
illness and funeral expenses, except for those secured long-term debts that may be
assumed by the beneficiary of such property, unless such assumption is prohibited
by law or on agreement by the beneficiary. The executor is further directed to pay
any attorneys’ fees and any other estate administration expenses. The executor shall
pay these just debts only after a creditor provides timely and sufficient evidence to
support its claim and in accordance with applicable state law.

Page 1 of my Last Will and Testament ________ (initial)


DOC# #########
I direct that any estate, inheritance, and succession taxes, including any
interest and penalties thereon, imposed by the federal government or any state,
district, or territory, attributable to assets includible in my estate, passing either
under or outside of this Will, be apportioned among the persons interested in
my estate in accordance with applicable state and federal law. My executor is
authorized and directed to seek reimbursement from the beneficiaries of my estate
of any taxes paid by my executor to the extent allowed by law.

If my executor cannot collect from any person interested in the estate the
amount of tax apportioned to that person, the amount not recoverable will be
equitably apportioned among the other persons interested in the estate who are
subject to apportionment.

If a person is charged with or required to pay tax in an amount greater than


his or her prorated amount because another person does not pay his or her prorated
amount, the person charged with or required to pay the greater amount has a right
of reimbursement against the other person.

I further direct that if any beneficiary named in this Will is indebted to me


at the time of my death, and evidence of such indebtedness is provided or made
available to my executor, that share of my estate that I give to any and each such
beneficiary be reduced in value by an amount equal to the proven indebtedness
of such beneficiary unless: (i) I have specifically provided in this Will for the
forbearance of such debt, or (ii) such beneficiary is the sole principal beneficiary.

[The following section only appears if you include instructions to your executor or guardians, if
applicable.]

SPECIAL DIRECTIVES

Notwithstanding any other provision of this Will, including those express


directives in the “Debt” clause above and the “Distribution” clause below, I
furthermore direct that:

Sample.

DISTRIBUTION

I give, devise and bequeath all of the rest, remainder and residue of
my Estate, whether real or personal property of whatsoever kind or character
and wherever situated, to the Trustee(s) of The Jane Doe Living Trust, dated
___________________, 20___, as then written or thereafter amended, to be added
to the principal of that Trust and to be held, administered and distributed under
the Declaration of Trust and any amendments made to it. If at the time of my death
the Trust is revoked or fails for any reason, I incorporate herein by reference the

Page 2 of my Last Will and Testament ________ (initial)


terms of the Trust that are in effect on the date of the Trust’s execution, and give
the rest, remainder, and residue of my estate to the trustee named in said Trust, to
be held, administered, and distributed in accordance with the terms of the Trust
incorporated herein.

EXECUTOR NOMINATION

I nominate James Smith to be the executor of this Will.

If, for any reason, my first nominee executor is unable or unwilling to serve
or to continue to serve as executor of this Will, I nominate Judy Smith to be the
executor of this Will.

If, for any reason, all of the nominees designated above are unable or
unwilling to serve or to continue to serve as executor of this Will, I nominate Paul
Smith to be the executor of this Will.

If none of the nominated executors are able and willing to serve or


continue to serve, and the vacancy is not filled as set forth above, the majority of
estate beneficiaries shall nominate a successor executor. If the majority of estate
beneficiaries are unable to nominate a successor executor, the vacancy will be filled
pursuant to a petition filed in a court of competent jurisdiction by the resigning
executor or any person interested in the estate.

MISCELLANEOUS EXECUTOR PROVISIONS

The term “executor” includes any executrix, personal representative,


or administrator, if those terms are used in the statutes of any state that has
jurisdiction over all or any portion of my estate.

My executor will have broad and reasonable discretion in the administration


of my estate to exercise all of the powers permitted to be exercised by an executor
under state law, including the power to sell estate assets with or without notice, at
either public or private sale, and to do everything he or she deems advisable and in
the best interest of my estate and the beneficiaries thereof, all without the necessity
of court approval or supervision. I direct that my executor perform all acts and
exercise all such rights and privileges, although not specifically mentioned in this
Will, with relation to any such property, as if the absolute owner thereof and, in
connection therewith, to make, execute, and deliver any instruments, and to enter
into any covenants or agreements binding my estate or any portion thereof.

If there are two co-executors serving, they shall act by unanimous agreement.
If there are more than two co-executors serving, they shall act in accordance with
the decision made by the majority of co-executors.

Page 3 of my Last Will and Testament ________ (initial)


Subject to specific provisions to the contrary, I authorize my executor to
distribute a share of my estate given to a minor beneficiary, up to the whole thereof,
to a custodian under the applicable Transfers to Minors Act or Gifts to Minors
Act, if in the executor’s discretion, it is in the best interests of the beneficiary. The
executor may also make distributions to a minor by making distributions to the
guardian of the minor’s person, or the guardian of the minor’s estate.

No person named as an executor is required to post any bond.

I authorize my executor to make the following choices or elections in my


executor’s absolute discretion, regardless of the resulting effect on any other
provisions of this Will or on any person interested in my estate or in the amount
of any of the taxes referred to: (a) choose a valuation date for estate or inheritance
tax purposes or choose the methods to pay estate or inheritance taxes; (b) elect to
treat or use an item, for either federal or state tax purposes, as either an income tax
deduction or as a deduction for estate or inheritance tax purposes; (c) determine
when a particular item is to be treated as taken into income or used as a tax
deduction, to the extent the law provides that choice; and (d) disclaim all or any
portion of any interest in property passing to my estate at or after my death, even
though any of these actions may subject my estate to additional tax liabilities. No
person adversely affected by my executor’s exercise of discretion under this clause
is entitled to any reimbursement or adjustment, and my executor is not required
to make any adjustment between income and principal or in the amount of any
property passing under this Will as a result of any election under this provision.

I authorize my executor, without obtaining court approval, to employ


professional investment counsel on such terms as my executor considers proper,
and to pay the fees of investment counsel as an expense of administration of my
estate. However, my executor is under no obligation to employ any investment
counsel.

I authorize my executor either to continue the operation of any business


belonging to my estate for such time and in such manner as my executor may
consider advisable and in the best interest of my estate, or to sell or liquidate the
business at such time and on such terms as my executor may consider advisable
and in the best interest of my estate. Any such good faith operation, sale, or
liquidation by my executor will be at the risk of my estate and without liability on
the part of my executor for any losses that may result.

My executor need take no action in the county court in relation to the


settlement of my estate other than the probating and recording of this Will and
the return of an inventory, appraisement, and list of claims of my estate. It is my
intention that my executor qualify as an “Independent Executor” under Texas law.

Page 4 of my Last Will and Testament ________ (initial)


[The following section only appears if you have children, and nominate a guardian of a minor
in your Will.]

GUARDIAN NOMINATION

I nominate James Smith to be the guardian of the person and estate of each
minor child of mine.

If, at any time during the minority of any child of mine, my first nominee
guardian, for any reason, is unable or unwilling to serve or to continue to serve as
guardian of the person and estate of each minor child, I nominate Judy Smith to be
the guardian of the person and estate of each minor child of mine.

If, at any time during the minority of any child of mine, none of the
individual(s) named above are able and willing to serve or to continue to serve as
guardian of the person and estate of each such child, I nominate Paul Smith to be
the guardian of the person and estate of each minor child of mine.

[The following section only appears if you nominate a guardian of a minor child.]

ADDITIONAL GUARDIANSHIP PROVISIONS

The term “guardian” as used in this Will includes any person herein named
as a guardian of both the person and estate of my minor children.

As it is my desire that the loving care and treatment of my minor children


be trusted in the guiding hands of the person designated by me as guardian of my
minor children, I wish said guardian to exercise broad and reasonable discretion
in dealing with the person and estate of my minor children so as to be able to do
everything deemed advisable in the best interest of said minor children.

I direct that the guardian of my minor children perform all acts, take all
proceedings, and exercise all such rights and privileges, although not specifically
mentioned in this Will, with relation to any matter affecting both the person and
estate of those minor children.

If there are two co-guardians serving, they shall act by unanimous


agreement. If there are more than two co-guardians serving, they shall act in
accordance with the decision made by the majority of the co-guardians.

No person named as guardian in this Will is required to file any bond.

Page 5 of my Last Will and Testament ________ (initial)


SIMULTANEOUS DEATH

If it cannot be established if a beneficiary of my estate survived me, the


provisions of the applicable Uniform Simultaneous Death Act, as amended, or any
substantially similar successor act effective on the date of my death, will apply.

NONLIABILITY OF FIDUCIARIES

Any fiduciary, including my executor and any trustee, who in good faith
endeavors to carry out the provisions of this Will, will not be liable to me, my estate,
my heirs, or my beneficiaries for any damages or claims arising because of their
actions or inaction, or the actions of any predecessor fiduciary acting pursuant to
this Will. My estate will indemnify and hold them harmless.

SAVINGS CLAUSE

If a court of competent jurisdiction at any time invalidates or finds


unenforceable any provision of this Will, such invalidation will not invalidate the
whole of this Will. All of the remaining provisions will be undisturbed as to their
legal force and effect. If a court finds that an invalidated or unenforceable provision
would become valid if it were limited, then such provision will be deemed to be
written, deemed, construed, and enforced as so limited.

Page 6 of my Last Will and Testament ________ (initial)


IN WITNESS WHEREOF, I, the undersigned testator, declare that I sign and
execute this instrument on the date written below as my last will and testament and
further declare that I sign it willingly, that I execute it as my free and voluntary act
for the purposes expressed in this document, and that I am eighteen years of age or
older, of sound mind and memory, and under no constraint or undue influence.

___________________________________
(Signature of Jane Doe)

Date: ______________________________

Page 7 of my Last Will and Testament ________ (initial)


ATTESTATION CLAUSE

This last will and testament, which has been separately signed by Jane Doe,
the testator, was on the date indicated below signed and declared by the above
named testator as his or her last will and testament in the presence of each of us.
We, in the presence of the testator and each other, at the testator’s request, under
penalty of perjury, hereby subscribe our names as witnesses to the declaration and
execution of the last will and testament by the testator, and we declare that, to the
best of our knowledge, said testator is eighteen years of age or older, of sound mind
and memory and under no constraint or undue influence.

1. ______________________________ _________________________________
(Signature of witness) (Print Name)

Date:___________________ _________________________________
(Address)

_________________________________
(City, State, ZIP)

2. ______________________________ _________________________________
(Signature of witness) (Print Name)

Date:___________________ _________________________________
(Address)

_________________________________
(City, State, ZIP)

Page 8 of my Last Will and Testament ________ (initial)


SELF-PROVING AFFIDAVIT

State of Texas
County of _________________

Before me, the undersigned authority, on this day personally appeared Jane Doe,
___________________________, and ___________________________, known to me to be the
testator and the witnesses, respectively, whose names are subscribed to the annexed or
foregoing instrument in their respective capacities, and, all of said persons being by me
duly sworn, Jane Doe, testator, declared to me and to the said witnesses in my presence
that said instrument is the testator’s last will and testament, and that the testator had
willingly made and executed it as the testator’s free act and deed; and the said witnesses,
each on his or her oath stated to me, in the presence and hearing of the said testator, that
the said testator had declared to them that said instrument is the testator’s last will and
testament, and that the testator executed same as such and wanted each of them to sign it
as a witness; and upon their oaths each witness stated further that they did sign the same as
witnesses in the presence of the said testator and at the testator’s request; that the testator
was at that time eighteen years of age or over (or being under such age, was or had been
lawfully married, or was then a member of the armed forces of the United States or of an
auxiliary thereof or of the Maritime Service) and was of sound mind; and that each of said
witnesses was then at least fourteen years of age.

______________________________
Signature of Jane Doe

______________________________ ______________________________
Signature of Witness Signature of Witness

Sworn to and subscribed before me on the __________ day of _______________, _________,


by Jane Doe.

______________________________
(Personalized Seal) Notary Public's Signature
[The document only appears if you include final instructions and varies based upon your
preference for the disposition of your remains.]

STATEMENT OF INTERMENT, CREMATION, and WISHES

I, Jane Doe, the undersigned, having previously executed a last will and
testament on the date hereof, hereby state that, in addition to the directives and
bequests set forth in said last will and testament, it is my desire that my remains be
treated in the manner described below.

My further wishes and directives are as follows:

Sample.

Dated:_______________ _______________________________
(Signature of Jane Doe)

ACKNOWLEDGMENT

State of Texas
County of ________________

Before me on this day personally appeared Jane Doe, known to me (or proved to
me on the oath of ____________________ or through (description of identity card
or other document)) to be the person whose name is subscribed to the foregoing
instrument and acknowledged to me that he or she executed the same for the
purposes and consideration therein expressed.

Given under my hand and seal of office this __________ day of __________,
__________.

__________________________
(Personalized Seal) Notary Public's Signature
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