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ISBN: 978-1-938873-52-2 © 2017
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Summary of Contents
Chapter 1 Fundamental Requirements of a Will
Chapter 2 Upholding Validity of a Will in a Will Contest
Chapter 3 Revocation of a Will
Chapter 4 Specific Will Provisions
Chapter 5 Substantive Law Affecting Disposition of Assets
Chapter 6 Disposition of Specific Bequests
Chapter 7 Disposition of Residuary Estate
Chapter 8 Trust Planning
Chapter 9 Debts, Expenses, and Apportionment of Taxes
Chapter 10 Fiduciary Powers and Trust Administration
Chapter 11 Miscellaneous Provisions
Chapter 12 Coordinating Nonprobate Assets
Appendix A Checklist for Will Review
Appendix B Client Information Questionnaires
Appendix C Simple “Sweetheart” Will
Appendix D Disclaimer Will
Appendix E Marital Deduction Will
Appendix F Attestation Clause and Self-Proving Affidavits
Appendix G Will Execution Ceremony
Statutes & Rules Cited
Steve R. Akers
Casey A. Barthel
Bernard E. “Barney” Jones
R.J. Watts, II