Testamentary Trust Will Form

I, [Your Name], residing at [Your Address], being of sound mind and legal capacity, declare this document to be my Last Will and Testament, revoking all prior wills and codicils.

Appointment of Executor

I appoint [Executor Name], residing at [Executor Address], as the Executor of this Will. If the Executor is unable or unwilling to serve, I appoint [Second Executor Name], residing at [Second Executor Address], as the alternate Executor.

Testamentary Trust Creation

Upon my death, I direct that the following assets be held in trust:

Description of Assets

The trust is created to provide for the benefit of the following beneficiaries:

Primary Beneficiary

Second Beneficiary

I appoint [Trustee Name], residing at [Trustee Address], as Trustee of the testamentary trust. If the Trustee is unable or unwilling to serve, I appoint [Second Trustee Name], residing at [Second Trustee Address], as the alternate Trustee.

Terms of the Trust

Distributions: The Trustee shall distribute the income and/or principal of the trust as follows. Monthly distribution for education, health, and living expenses.
Termination of the Trust: The trust shall terminate when the beneficiary reaches a specific age and assets are fully distributed.

Signatures

I, [Your Name], the Testator, have signed this Testamentary Trust Will on this [Month Day, Year], in the presence of the undersigned witness.

Name:

Date:

I, the undersigned witness, affirm that we observed the Testator sign this document willingly and that the Testator was of sound mind and legal capacity at the time of signing.

Name:

Date: