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

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your full name and address 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 for legal accuracy.
  4. For Item II, appoint your spouse as the Executor. You may also designate a successor if needed.
  5. In Item III, specify how death taxes will be handled. Clearly indicate whether they will be paid from the family trust or your residuary estate.
  6. Continue through each item, filling in details about asset distribution, including specific bequests to your spouse and children in Items IV through VIII.
  7. Review Items IX through XIV carefully, ensuring that trust provisions align with your wishes regarding management and distribution of assets.
  8. Finally, sign and date the document in front of witnesses as required by Georgia law to validate your will.

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