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

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling in your personal information at the top of the document, including your name and address. This establishes your identity as the testator.
3. In Item I, provide details about your spouse and children. Ensure you list all living children and include provisions for any future children.
4. Designate your spouse as the Executor in Item II. You may also appoint a successor if needed.
5. Proceed to Item III, where you will outline how death taxes should be handled. Specify whether they should be paid from the family trust or your residuary estate.
6. Continue through Items IV to VIII, detailing specific bequests to your spouse and children, ensuring clarity on asset distribution.
7. In Item IX, establish the terms of the family trust, specifying how assets will be managed and distributed among beneficiaries.
8. Finally, review all entries for accuracy before signing at the end of the document. Ensure witnesses are present during signing as required by South Dakota law.

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