Complex Will with Credit Shelter Marital Trust for Large Estates - Wisconsin 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your full name and address in the designated fields at the top of the document. This identifies you as the testator.
3. In Item I, provide your spouse's name and list your children. If applicable, include any future children that may be born after this will is executed.
4. For Item II, appoint your spouse as the Executor of your estate. Ensure you understand their responsibilities regarding debts and obligations.
5. In Item III, specify how death taxes should be paid from your estate or trust assets. Clearly indicate if you want to authorize reimbursement requests under tax provisions.
6. Continue filling out Items IV through IX by detailing specific bequests to your spouse and children, including personal property and trust distributions.
7. Complete Items X through XIV by reviewing any disclaimers, trustee powers, and administrative details necessary for managing the trust effectively.
8. Finally, sign and date the document in front of witnesses as required in Wisconsin law to validate your will.

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