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Massachusetts Last Will and Testament Form |
The Massachusetts last will and testament is a legal document that is designed to assist an individual when they are prepared to organize their end of life arrangements for their estate. With this document, the individual (Testator) would have the opportunity to select someone they trust and appoint them as their executor, so that their estate would be divided among their beneficiaries according to their written wishes, after death.
Laws – Chapter 190B (Massachusetts Uniform Probate Code)
How to Write
Step 1 – The Testator may begin by downloading the document and submitting the Testator’s name at the top of the page. Next:
- Provide the Testator’s name
- City
- County
- Read the titled section “Expenses and Taxes”
Step 2 – Appoint a Trusted Executor – The Testator may establish an executor of their choosing by providing the following:
- Submit the Executor’s name
- Address
- County
- State
If at any point the first appointed executor is unavailable, the Testator may establish an alternate in advance by enter the following:
- Submit the name of the alternate agent
- Address
- County
- State
Step 3 – Disposition of Property –Submit all beneficiary information. (If there are more beneficiaries to be named add them on a separate sheet)
- Beneficiary’s name
- Address
- Relationship
- Submit the last four (4) digits of the beneficiary’s Social Security Number (SSN) – (required)
- The Testator should review the next paragraphs
- If additional instructions apply, the Testator may add a separate sheet and attach it to this document
Step 4 – Titled Sections – Review all of the following titles:
- Omissions
- Bond
- Discretionary Powers of Personal Representative (subsections A through K)
- Contesting Beneficiary
- Guardian Ad Litem Not Required
- Gender
- Assignment
- Governing Law
Step 5 – Binding Agreement – The Testator must read and agree to the first paragraph. Then submit:
- Testator’s name
- Submit the date of the document’s exectution – mm/dd/yyyy
- Testator’s name
- Printed name
- Date of signature in dd/m/yy format
- Testator’s name
Step 6 – Witness Signatures and Notary Public – Anyone who will serve as a signatory to the document must sign in the presence of a notary
Witnesses –
- Witnesses provide signatures (respectively)
- Addresses (currently)
Testamentary Affidavit –
- The notary will acknowledge this document once completed
- The notary will submit all signatory information
- Testator must provide their signature
- Witnesses must submit their respective signatures
