The Ala Firm
The Ala Firm
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    • Financial power of attorney (POA)
    • Medical power of attorney (POA)
    • Trust agreement – Married couple
    • Individual pour-over trust
    • Guardianship election for minors
    • Living will
  • About The Ala Firm

Last Will and Testament

If you retained The Ala Firm to prepare a last will and testament, please complete this form (a separate form should be completed for each person).

Step 1 of 9

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  • Your Personal Representative

    A personal representative, in some states called an executor, has broad powers to administer and distribute your assets upon your death.
    If you are not married, select "no".
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  • At least one alternate personal representative should be designated in the event your initial trustee is no longer able to serve.
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  • Beneficiaries

  • Full NamePercentage of Trust 
  • Full Name or OrganizationRelationship to youPercentageAddressPhoneEmail 
    If yes, the share that would be allocated to the deceased beneficiary will be passed on to the deceased beneficiary's descendants (i.e., your grandchildren). If you answer no, then the shares would be re-allocated only to those beneficiaries that are still living at the time of your death.
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  • Full Name or OrganizationRelationship to youPercentageAddressPhoneEmail 
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  • Specific Gifts

  • Describe itemBeneficiary namePercentage 
    For example, jewelry, artwork, collectibles, cars, guns, heirlooms, etc.
  • AmountBeneficiary name 
    To family, friends, charities, etc.
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  • Testamentary Trust for Minors

    Your will provides that a trust be created from your estate if any of the named beneficiaries is under the age of 21. This trust will require the use of the assets for your beneficiary's health, education, maintenance and support. The trust will automatically terminate when the minor beneficiary reaches the age you specify below. If you have no minor beneficiaries at the time of your death, your estate will pass directly to the beneficiary without a trust.
  • A "trustee" is like your personal representative (and can be the same person), but will be responsible for the administration of any trust created under this provision, and will distribute the assets held in trust for the benefit of your beneficiary.
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  • Alternate Trustee

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About Marisa

Marisa Ala

Marisa is taking her 20 years of experience in litigation and helping families secure their financial future through informed estate planning.