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California _______________________________________ ___________________________________________ AT LEAST TWO WITNESSES MUST SIGN NOTARIZATION ALONE IS NOT SUFFICIENT 6 witness: Signature of witness: Print name here: Print name here: Residence Address: ___________________________________________ ___________________________________________ Residence Address: ____s age 18 or older; and h. Each of us is now age 18 or older, is a competent witness, and resides at the address set forth after his or her name. Dated: ___________________, ____________ Signature of ther's presence, sign below as witnesses; e. We believe the maker is of sound mind and memory; f. We believe that this Will was not procured by duress, menace, fraud or undue influence; g. The maker ib. We understand this is the maker's Will; c. The maker signed this Will in our presence, all of us being present at the same time; 5 d. We now, at the maker's request, and in the maker's and each ofornia that the following is true and correct: a. On the date written below the maker of this Will declared to us that this instrument was the maker's Will and requested us to act as witnesses to it; . Each witness must read the following clause before signing. The witnesses should not receive assets under this Will.) Each of us declares under penalty of perjury under the laws of the State of Cali sign below to be my witnesses. Signed on ______________ at ________________________, California. (date) (city) Signature of Maker of Will (Notice to Witnesses: Two (2) adults must sign as witnesses(2) adult witnesses. The witnesses must sign their names in your presence and in each other's presence. You must first read to them the following two sentences.) This is my Will. I ask the persons whomeans a bond is not required for any person named as executor. A bond may be required if I do not sign in this box: No bond shall be required. (Notice: You must sign this Will in the presence of two ate the Second Choice, and then the Third Choice, to serve. Name of First Choice for Executor Name of Second Choice for Executor Name of Third Choice for Executor 9. Bond. My signature in this box y: (If you do not choose an age, age 18 will apply.) 4 8. I nominate the individual or bank or trust company named below as First Choice as executor. If the First Choice does not serve, then I nomin Custodian of Assets Name of Second Choice for Custodian of Assets Name of Third Choice for Custodian of Assets Insert any age between 18 and 25 as the age for the person to receive the the propertt company named below as First Choice as custodian of the property. If the First Choice does not serve, then I nominate the Second Choice, and then the Third Choice, to serve. Name of First Choice forl hold the assets for the person until the person reaches any age between 18 and 25 which you choose). If a beneficiary of this Will is between age 18 and 25, I nominate the individual or bank or trusd the court will require a bond; and assets that go to a child or other person who is age 18 or older will be given outright to the person. By using this paragraph you may provide that a custodian wilagraph, assets that go to a child or other person who is under age 18 may be given to the parent of the person, or to the Guardian named in paragraph 6 above as guardian of the person until age 18, anPerson Name of Second Choice for Guardian of the Person Name of Third Choice for Guardian of the Person 7. Special Provision for Property of. Persons Under Age 25. (Optional­Unless you use this parirst Choice does not serve, then I nominate the Second Choice, and then the Third Choice to serve. Only an individual (not a bank or trust company) may serve. Name of First Choice for Guardian of the child under age 18 and the child does not have a living parent at my death, I nominate the individual named below as First Choice as guardian of the person of such child (to raise the child). If the F_________________________ _________________________________________ _________________________________________ _________________________________________ 6. Guardian of the Child's Person. If I have a the name of the person): __________________________________________ 3 d. Choice Four: Equally among the following persons who survive me: (Insert the names of two or more persons): ________________Choice Two: Nothing to my spouse; all to my descendants (my children and the descendants of my children) who survive me. c. Choice Three: All to the following person if he or she survives me: (Insertute my assets as if I did not make a Will). a. Choice One: All to my spouse, if my spouse survives me; otherwise to my descendants (my children and the descendants of my children) who survive me. b. 4 above, I give the balance of my assets as follows: (Select one choice only and sign in the box after your choice. If I sign in more than one box or if I don't sign in any box, the court will distriby to receive gift (name one only ­ please print) Amount of Cash Gift: Sign your name in this box to make this gift 5. Balance of My Assets. Except for the specific gifts made in paragraphs 2, 3 and name in this box to make this gift Name of Person or Charity to receive gift (name one only ­ please print) Amount of Cash Gift: Sign your name in this box to make this gift Name of Person or Charitme one only ­ please print) Amount of Cash Gift: Sign your name in this box to make this gift Name of Person or Charity to receive gift (name one only ­ please print) Amount of Cash Gift: Sign youryou make.) Name of Person or Charity to receive gift (name one only ­ please print) Amount of Cash Gift: Sign your name in this box to make this gift 2 Name of Person or Charity to receive gift (nas to the persons named below who survive me, or to the named charity, and I sign my name in the box after each gift. If I don't sign in the box, I do not make a gift. (Sign in the box after each gift _____ _________________________________________ _________________________________________ _________________________________________ 4. Specific Gifts of Cash. (Optional) I make the following cash gift person): __________________________________________ d. Choice Four: Equally among the following persons who survive me: (Insert the names of two or more persons): ____________________________________ing to my spouse; all to my descendants (my children and the descendants of my children) who survive me. c. Choice Three: All to the following person if he or she survives me: (Insert the name of thethe box after your choice). a. Choice One: All to my spouse, if my spouse survives me; otherwise to my descendants (my children and the descendants of my children) who survive me. b. Choice Two: Nothsubject to loans), furniture, furnishings, household items, clothing, jewelry, and other tangible articles of a personal nature at the time of my death as follows: (Select one choice only and sign in if you want to give automobiles and household and personal effects to a different person or persons than you give the balance of your assets to under paragraph 5 below). I give all of my automobiles (_________________________ ____________________________________________ ____________________________________________ 3. Specific Gift of Automobiles, Household and Personal Effects (Optional­use only ____________________ 1 d. Choice Four: Equally among the following persons who survive me: (Insert the names of two or more persons): ____________________________________________ ___________________cendants (my children and the descendants of my children) who survive me. c. Choice Three: All to the following person if he or she survives me: (Insert the name of the person): _____________________Choice One: All to my spouse, if my spouse survives me; otherwise to my descendants (my children and the descendants of my children) who survive me. b. Choice Two: Nothing to my spouse; all to my des5 below). I give my interest in my principal personal residence at the time of my death (subject to mortgages and liens) as follows: (Select one choice only and sign in the box after your choice). a. ils. 2. Specific Gift of Personal Residence (Optional-use only if you want to give your personal residence to a different person or persons than you give the balance of your assets to under paragraph witnesses should read and follow the Notice to Witnesses found at the end of this Will. CALIFORNIA STATUTORY WILL OF Print Your Full Name 1. Will. This is my Will. I revoke all prior Wills and codicy words to the Will (except for filling in blanks) or cross out any words. 3. DATE AND SIGN THE WILL AND HAVE TWO WITNESSES SIGN IT. Date and sign the Will and have two witnesses sign it. You and the ead the whole Will first. If you do not understand something, ask a lawyer to explain it to you. 2. FILL IN THE BLANKS. Fill in the blanks. Follow the instructions in the form carefully. Do not add annd the witnesses should read and follow the Notice to Witnesses found at the end of this Will. 3 Statutory Will Form California Probate Code, Article 3, Section 6240 INSTRUCTIONS 1. READ THE WILL. R add any words to the Will (except for filling in blanks) or cross out any words. 3. DATE AND SIGN THE WILL AND HAVE TWO WITNESSES SIGN IT. Date and sign the Will and have two witnesses sign it. You aWILL. Read the whole Will first. If you do not understand something, ask a lawyer to explain it to you. 2. FILL IN THE BLANKS. Fill in the blanks. Follow the instructions in the form carefully. Do notmental entity. If you are unsure if you have a domestic partner or if your domestic partnership meets the required definition, please contact the Secretary of State's office. INSTRUCTIONS 1. READ THE do not meet the required definition and should not use the section of the Statutory Will form that refers to domestic partners even if you have registered your domestic partnership with another governon of Domestic Partnership" with the Secretary of State. Notwithstanding Section 299.6 of the Family Code, if you have not filed a Declaration of Domestic Partnership with the Secretary of State, you Will. You should see a lawyer if you want to create a trust. 21. What is a domestic partner? You have a domestic partner if you have met certain legal requirements and filed a form entitled "Declaratierm arrangements where a manager (called a "trustee") invests and manages assets for someone (called a "beneficiary") on the terms you specify. Trusts are too complicated to be used in this statutory e are many kinds of trusts, including trusts created by Wills (called "testamentary trusts") and trusts created during your lifetime (called "revocable living trusts"). Both kinds of trusts are long-ts and goes with the rest of your assets. If the person who does not survive you is a relative of you or your spouse, then certain assets may go to the relative's descendants. 20. What is a trust? Thered to act. 19. What happens if I make a gift in this Will to someone and they die before I do? A person must survive you by 120 hours to take a gift under this Will. If they do not, then the gift fail people if they are willing to serve before I designate them as executor, guardian, or custodian? Probably yes. Some people and banks and trust companies may not consent to serve or may not be qualifiport, maintenance, and education. The custodian delivers what is left to the person when the person reaches the age you choose (between 18 and 25). No bond is required of a custodian. 18. Should I askmeone (including a child) who is between ages 18 and 25 and who receives assets under your Will. The custodian manages the assets and pays as much as the custodian determines is proper for health, supunder age 18, you should designate a guardian of their "persons" to raise them. 17. What is a custodian? Do I need to designate one? A "custodian" is a person you may designate to manage assets for soto replace assets that may be mismanaged or stolen by the executor. The cost of the bond is paid from the estate's assets. 2 16. What is a guardian? Do I need to designate one? If you have children ets as the court directs. It may be a person or it may be a qualified bank or trust company. 15. Should I require a bond? You may require that an executor post a "bond." A bond is a form of insurance s Will you do not understand, ask a lawyer to explain it to you. 14. What is an executor? An "executor" is the person you name to collect your assets, pay your debts and taxes, and distribute your assyou enter a domestic partnership or your domestic partnership has been terminated after you sign this Will. 13. What can I do if I do not understand something in this Will? If there is anything in thif your spouse or a child dies, or a domestic partner dies or marries. You may want to change your Will if there is a large change in the value of your assets. You may also want to change your Will if r domestic partner under this Will, and revokes the designation of a former spouse or domestic partner as executor, custodian, or guardian. You should sign a new Will when you have more children, or ierminate your domestic partnership after you sign this Will. Divorce, annulment, or termination of a domestic partnership automatically cancels all property stated to pass to a former husband, wife, o safe deposit box or other safe place. You should tell trusted family members where your Will is kept. 12. When should I change my Will? You should make and sign a new Will if you marry, divorce, or tou can give away or sell your assets before your death. Your Will only acts on what you own at death. 11. Where should I keep my Will? After you and the witnesses sign the Will, keep your Will in your this form. 10. May I change my Will? Yes. A Will is not effective until you die. You may make and sign a new Will. You may change your Will at any time, but only by an amendment (called a codicil). Yr added words. You may only fill in the blanks. You may amend this Will by a separate document (called a codicil). Talk to a lawyer if you want to do something with your assets which is not allowed inf you have stepchildren or foster children whom you have not adopted. 9. May I add or cross out any words on this Will? No. If you do, the Will may be invalid or the court may ignore the crossed out ong plans. You should talk to a lawyer who knows about estate planning if this Will does not meet your needs. This Will treats most adopted children like natural children. You should talk to a lawyer iion or other purposes, (iv) you own assets in some other state, (v) you want to disinherit your spouse, domestic partner, or descendants, or (vi) you have valuable interests in pension or profit-shariore than $600,000 or the current amount excluded from estate tax under federal law at your death, (ii) you own business-related assets, (iii) you want to create a trust fund for your children's educatuld NOT use this statutory Will? Yes. This is a simple Will. It is not designed to reduce death taxes or other taxes. Talk to a lawyer to do tax planning, especially if (i) your assets will be worth mrnia residents. You may use this form if you are single, married, a member of a domestic partnership, or divorced. You must be age 18 or older and of sound mind. 1 8. Are there any reasons why I sho should see a lawyer if you do not want to use this statutory Will or if you do not understand this form. 7. Who may use this Will? This Will is based on California law. It is designed only for Califoeath. 6. Are there different kinds of Wills? Yes. There are handwritten Wills, typewritten Wills, attorney-prepared Wills, and statutory Wills. All are valid if done precisely as the law requires. You passes to him or her. Life insurance and retirement plan benefits may pass directly to the named beneficiary. A Will does not necessarily control how these types of "nonprobate" assets pass at your d tenancy bank account automatically belongs to the other named owner without probate. If your spouse, domestic partner, or child is on the deed to your house as a joint tenant, the house automaticallyehalf of community property. Your Will cannot give away your spouse's one-half of community property. 5. Does my Will give away all of my assets? Do all assets go through probate? No. Money in a joint If you are married and you or your spouse earned money during your marriage from work and wages, that money (and the assets bought with it) is community property. Your Will can only give away your onassets in your name alone usually go through the court probate process. The court's first job is to determine if your Will is valid. 4. What is community property? Can I give away my share in my Will?under age 18. You may designate someone (called a "custodian") to manage assets for your children until they reach any age between 18 and 25. 3. Does a Will avoid probate? No. With or without a Will, r") to appear before the court, collect your assets, pay your debts and taxes, and distribute your assets as you specify. You may nominate someone (called a "guardian") to raise your children who are nt a relative to collect and distribute your assets. 2. What can a Will do for me? In a Will you may designate who will receive your assets at your death. You may designate someone (called an "executof you die without a Will, what you own (your "assets") in your name alone will be divided among your spouse, domestic partner, children, or other relatives according to state law. The court will appoid to decide if this Will meets your needs. This Will is in a simple form. The complete text of each paragraph of this Will is printed at the end of the Will. 1. What happens if I die without a Will? I WILL California Probate Code Section 6240 The following information, in question and answer form, is not a part of the California Statutory Will. It is designed to help you understand about Wills ang with an attorney first. [__] The purchase and use of these forms, is subject to the Disclaimers and Terms of Use found at findlegalforms.com 1 QUESTIONS AND ANSWERS ABOUT THIS CALIFORNIA STATUTORYCalifornia Statutory Will Form [__] These forms are not intended and are not a substitute for legal advice. These forms should only be a starting point for you and should not be used without consultin California