A simple last will and testament is a legal document that directs who will receive the property of an individual (testator) after their death. When creating the will, it is required to name someone (personal representative) to carry out the testator’s wishes.

A basic will is common when a testator wants to give their entire estate to one person (such as a spouse) without special requests.

Requirements (6)

Identifying the Testator
Mention the Beneficiaries (and exclusions)
Special Bequests
Name a Personal Representative
Predecease
Signing Requirements

1. Identifying the Testator

To properly identify the testator, the following is required:

Full Name
Address
Marital Status
Children

This helps to ensure that if beneficiaries are excluded, it was on purpose, as they are mentioned as a family member.

2. Mention the Beneficiaries (and exclusions)

The “beneficiaries” are the recognized heirs to the testator that will receive a portion or the entire residual estate. If there are persons to be specifically excluded, or if the testator thinks a family member will make claims against their will, it is best to mention them as a specific exclusion to the will.

3. Special Bequests

If there are specific people whom the testator wishes to have certain property of the estate, perhaps for sentimental value, it can be written in the will. This is commonly used for pets or personal items.

4. Name a Personal Representative

A personal representative or executor is the person who will handle the estate through the probate process and help with its distribution. This is often the same person as the main beneficiary to ensure that any actions made on behalf of the estate are for the beneficiary’s sole benefit. If a 3rd party is requested as the personal representative, compensation may be included for their role in administrating the estate.

5. Predecease

Rules should be set up in the event a beneficiary predeceases the testator. These instructions inform the probate court where a beneficiary’s estate portion should go if they die before the testator. This clause provides convenience to the testator to not change or update their will in such an event.

6. Signing Requirements

It is required that a will is signed with at least two witnesses in 49 States (Louisiana requires two witnesses + notary public). Although, it is recommended to have signed with the two witnesses in the presence of a notary public to ensure its authenticity. Otherwise, a will can be questioned by family members. Especially if beneficiaries acted as the witnesses for the testator (not allowed in most states).

Simple (Basic) Last Will and Testament