Complex Will with Credit Shelter Marital Trust for Large Estates - California 2025

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 that you clearly state their responsibilities regarding debts and obligations.
5. In Item III, specify how death taxes should be handled, indicating whether they should be paid from the family trust or your residuary estate.
6. Continue filling out Items IV through IX by detailing specific bequests to your spouse and children, ensuring clarity on distributions from the family trust.
7. Review all entries for accuracy before saving or exporting the completed document. Utilize our platform’s features to sign and share securely.

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