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After his father's death, our client (John Smith) started thinking about his own mortality so he has come to our office to draft a will
After his father's death, our client (John Smith) started thinking about his own mortality so he has come to our office to draft a will for him. Once you draft a will for the client, I will review the will with the client and handle the execution. ) I have found a template that is along the lines of what Mr. Smith wants but it needs some adjustments. Please make the following adjustments to the will.
- It needs to reflect that Mr. Smith is married, as indicated in the intake sheet. Please modify the Marital Status clause.
- It needs to reflect that Mr. Smith has a son and a daughter and mention them by name.
- It needs to reflect that his brother (Daniel Smith) will be appointed independent executor of of his will and estate and trustee of all trusts (there is a clause in the template that has brackets that need to be adjusted to state this).
- Please fill in any blanks that we have information for such as testator name, date of execution (we plan on executing the will on October 27, 2022) and the two witnesses we have appointed to come in and witness are Mary Thompson and Simon Webb.
- Add a footer to the will as well that states "Last Will and Testament of John Smith" in the lower left-hand corner.
- Remember to make any formatting adjustments as needed (spacing, removing underlining, leaving signature lines as needed, removing brackets, etc.). Your finished document should look professional and polished. photos attached of template
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