Complex Will with Credit Shelter Marital Trust for Large Estates - West Virginia 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. Ensure all names are spelled correctly to avoid any legal issues.
4. For Item II, appoint your spouse as the Executor. If applicable, designate a successor Executor in case your spouse cannot serve.
5. Proceed to Item III, where you will specify how death taxes should be handled. Clearly indicate if they should be paid from the family trust or your residuary estate.
6. Continue filling out Items IV through IX, detailing specific bequests and establishing trusts as necessary. Be thorough in describing assets and beneficiaries.
7. Finally, review all entries for accuracy before signing. Ensure witnesses are present during signing as required by West Virginia law.

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