Get Statutory Wisconsin Basic Will With Trust.docx

Filling out the Statutory Wisconsin Basic Will With Trust form is an essential step in planning for your estate. This guide provides clear, step-by-step instructions to help you complete the document effectively and accurately, ensuring your wishes are properly recorded.

Follow the steps to fill out your Wisconsin Basic Will With Trust form online.

1. Click the ‘Get Form’ button to access the Statutory Wisconsin Basic Will With Trust form and open it in your preferred document editor.
2. Begin by completing the declaration section, confirming that this is your will and that you revoke any previous wills and codicils.
3. In the disposition of property section, read through Article 2 carefully. For personal, recreational, and household items, specify your wishes regarding these items and whom they will be distributed to.
4. For gifts to persons or charities, fill in the names and amounts in the designated spaces. Remember to sign next to each gift and mark ‘not used’ where applicable.
5. Next, choose one property disposition clause by signing next to your choice. Be aware of the implications of choosing between different clauses and consult a tax advisor if needed.
6. In Article 3, nominate your personal representatives, trustees, and guardians. This ensures that your chosen individuals will manage your affairs according to your wishes.
7. Lastly, sign and date the document, and ensure it is witnessed by two adults, who should provide their signatures and addresses in the designated witness statement.
8. After completing the form, save any changes, and consider downloading, printing, or securely sharing the document as needed.

Start filling out your estate documents online today.