Complex Will with Credit Shelter Marital Trust for Large Estates - Alabama 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 born after this will is executed.
4. For Item II, appoint your spouse as the Executor of your estate. Ensure you understand their responsibilities outlined in this section.
5. In Item III, 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 to your spouse and children, including any trusts established for their benefit.
7. Complete Items X through XIV regarding disclaimers, trustee powers, and other administrative details to ensure clarity in execution.
8. Finally, sign and date the document at the end. Ensure witnesses also sign as required by Alabama law.

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