LAST WILL AND TESTAMENT
of
[TESTATOR’S FULL LEGAL NAME]
TABLE OF CONTENTS
- Document Header
- Definitions
- Operative Provisions
3.1 Revocation of Prior Instruments
3.2 Family Information (Statement of Heirs)
3.3 Appointment of Personal Representative
3.4 Payment of Debts & Expenses
3.5 Specific Bequests
3.6 Disposition of Residue
3.7 Guardianship of Minor Children
3.8 Fiduciary Powers - Representations & Warranties
- Covenants & Restrictions (In Terrorem / No-Contest)
- Default & Remedies (Will Contest)
- Risk Allocation
7.1 Executor Indemnity
7.2 Limitation of Liability - Dispute Resolution
- General Provisions
- Execution Block
- Self-Proving Affidavit (Alaska)
[// GUIDANCE: Replace all bracketed language with client-specific information. Delete any inapplicable provisions before execution.]
1. DOCUMENT HEADER
1.1 Effective Date. This Last Will and Testament (this “Will”) is made on [DATE] (the “Effective Date”).
1.2 Testator Identification. I, [TESTATOR’S FULL LEGAL NAME], residing at [PHYSICAL ADDRESS], being of legal age, of sound mind, and acting voluntarily and free from undue influence, hereby declare this to be my Will and revoke all prior wills and codicils.
1.3 Governing Law & Jurisdiction. This Will is made pursuant to, and shall be governed by, the probate laws of the State of Alaska. All matters relating to the administration of my Estate shall be heard exclusively in the appropriate Alaska state probate court.
2. DEFINITIONS
For purposes of this Will, capitalized terms have the meanings set forth below:
“Alternate Personal Representative” means the individual(s) or institution(s) designated in Section 3.3(b).
“Children” means the lawful biological or adopted children of the Testator, living or deceased, as identified in Section 3.2.
“Estate” means all property, real and personal, tangible and intangible, wherever situated, over which I have testamentary power at my death.
“Personal Representative” means the executor, personal representative, or administrator appointed under Section 3.3(a).
“Residue” means the remainder of my Estate after payment of debts, expenses, taxes, and the Specific Bequests in Section 3.5.
“Specific Bequest” means any gift of a specific asset or fixed sum under Section 3.5.
[Add additional definitions as needed.]
3. OPERATIVE PROVISIONS
3.1 Revocation of Prior Instruments
I hereby revoke all prior wills and codicils in their entirety.
3.2 Family Information (Statement of Heirs)
a. Spouse. I am/ am not married to [SPOUSE NAME].
b. Children. I have the following children: [LIST CHILDREN].
[// GUIDANCE: Provide complete heir information for clarity and to reduce risk of contest.]
3.3 Appointment of Personal Representative
a. Primary Appointment. I nominate [PRIMARY EXECUTOR NAME] of [CITY, STATE] to serve as Personal Representative of my Estate.
b. Alternate Appointment. If the primary nominee is unable or unwilling to serve, I nominate [ALTERNATE EXECUTOR NAME] of [CITY, STATE].
c. Bond. No bond shall be required of any Personal Representative unless expressly ordered by the court.
3.4 Payment of Debts & Expenses
My Personal Representative shall pay from my Estate all enforceable debts, funeral expenses, costs of administration, and estate or inheritance taxes, without apportionment among devisees, except as otherwise provided by law.
3.5 Specific Bequests
I give the following Specific Bequests, free of encumbrances, to be distributed as soon as practicable:
1. [ITEM / AMOUNT] to [BENEFICIARY NAME].
2. [ITEM / AMOUNT] to [BENEFICIARY NAME].
[Add or delete subsections as appropriate.]
3.6 Disposition of Residue
I give all Residue of my Estate, including lapsed or failed gifts, to [PRIMARY RESIDUARY BENEFICIARY].
a. Contingent Disposition. If the primary residuary beneficiary predeceases me, the Residue shall pass to [CONTINGENT BENEFICIARY], per stirpes.
b. Further Contingency. If no named residuary beneficiary survives me, the Residue shall be distributed to my heirs at law.
3.7 Guardianship of Minor Children
If, at my death, any of my Children are under eighteen (18) years of age, I appoint [GUARDIAN NAME] as guardian of the person and estate of such minor Children. [ALTERNATE GUARDIAN] is appointed as alternate guardian.
3.8 Fiduciary Powers
My Personal Representative shall have, without court order, all powers granted to personal representatives under Alaska law, including but not limited to the power to sell, lease, invest, distribute in kind, and settle claims, as well as the specific powers listed in Schedule A attached hereto.
4. REPRESENTATIONS & WARRANTIES
I represent and warrant that:
a. I am at least eighteen (18) years of age and of sound mind.
b. I am executing this Will voluntarily and free of duress or undue influence.
c. All information herein concerning my family is true and complete to the best of my knowledge.
5. COVENANTS & RESTRICTIONS (IN TERROREM / NO-CONTEST)
Any beneficiary who, directly or indirectly, contests or attacks the validity of this Will or any disposition under it shall forfeit his or her interest, which shall pass as though such contestant had predeceased me without issue.
6. DEFAULT & REMEDIES
6.1 Will Contest. If a contest is filed, the Personal Representative is authorized to:
a. Defend the Will at the expense of the Estate;
b. Seek injunctive relief to preserve Estate assets; and
c. Pursue recovery of attorney fees and costs against the contestant per court order.
7. RISK ALLOCATION
7.1 Executor Indemnity
The Personal Representative and any guardian appointed herein shall be indemnified and held harmless out of the Estate against any loss, liability, or expense arising from the good-faith administration of the Estate.
7.2 Limitation of Liability
Liability of the Personal Representative, guardian, and their agents shall be limited to Estate assets; no personal liability shall attach absent gross negligence or willful misconduct.
8. DISPUTE RESOLUTION
8.1 Governing Law. All questions concerning construction, validity, and administration of this Will shall be governed by the laws of the State of Alaska.
8.2 Exclusive Forum. The state probate court having jurisdiction over my domicile at death shall have exclusive jurisdiction of all proceedings relating to this Will.
8.3 Arbitration. Arbitration is not available for probate matters under Alaska law.
8.4 Jury Waiver. Jury trials are not applicable to routine probate proceedings.
8.5 Injunctive Relief. The Personal Representative may seek temporary or permanent injunctive relief to prevent waste of Estate assets.
9. GENERAL PROVISIONS
9.1 Severability. If any provision of this Will is held invalid, the remaining provisions shall remain in full force.
9.2 Headings. Headings are for convenience only and shall not affect interpretation.
9.3 Gender & Number. References to any gender include all genders; singular includes plural and vice versa as the context requires.
9.4 Integration. This instrument constitutes my entire Will.
9.5 Digital or Photographic Copies. True and correct digital or photographic copies of this executed Will may be relied upon as though originals.
10. EXECUTION BLOCK
IN WITNESS WHEREOF, I have signed this Will on the Effective Date set forth above.
[TESTATOR’S FULL LEGAL NAME], Testator
ATTESTATION CLAUSE
We, the undersigned witnesses, declare that on the date set forth above, the Testator signed and acknowledged this instrument as the Testator’s Last Will and Testament in our presence, and we, at the Testator’s request and in the Testator’s presence and in the presence of each other, have subscribed our names as witnesses.
-
[WITNESS #1 NAME]
Address: _________ -
[WITNESS #2 NAME]
Address: _________
[// GUIDANCE: Alaska requires two disinterested witnesses who are at least 18 years old and competent.]
11. SELF-PROVING AFFIDAVIT
(State of Alaska • Judicial District of ____)
BEFORE ME, the undersigned authority, on this day personally appeared [TESTATOR’S FULL LEGAL NAME], [WITNESS #1 NAME], and [WITNESS #2 NAME], all being duly sworn, and each, for himself or herself, says:
- The Testator declared to us that the foregoing instrument is the Testator’s Last Will and Testament and that the Testator had willingly signed or directed another to sign for the Testator.
- Each Witness, at the Testator’s request and in the Testator’s presence and in the presence of each other, signed the Will as a Witness.
- To the best of the knowledge of each witness, the Testator was eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence.
[TESTATOR’S FULL LEGAL NAME], Testator
[WITNESS #1 NAME], Witness
[WITNESS #2 NAME], Witness
Subscribed and sworn before me on this _ day of _, 20__, by the Testator and the Witnesses.
Notary Public for the State of Alaska
My Commission Expires: ____
SCHEDULE A
(Discretionary Fiduciary Powers)
- Invest and reinvest Estate assets in any kind of property or investment.
- Sell, exchange, lease, or mortgage real or personal property.
- Settle or compromise claims in favor of or against the Estate.
- Make distributions in cash or in kind, or partly each, without regard to tax basis.
- Employ and compensate professionals, including attorneys and accountants.
[Add or delete powers as needed.]
[// GUIDANCE: Review Alaska Stat. § 13.12.502–504 for execution, witness, and self-proving requirements. File the original Will in accordance with Alaska probate procedures after death.]