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Wisconsin Last Will and Testament Template

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The Wisconsin Last Will and Testament is a  document that is written by a testator to provide their wishes with regard to precisely how they would like the distribution of their estate to be carried out upon their death. The document will state the desires of how their family continues to be cared for in their absence by proper distribution of fiduciary, real estate, personal and other forms of property. This same document may provide for selected organizations, educational institutions, friends and/or others. The document, upon completion, must be witnessed and signed by two witnesses, as well, all signatures must be acknowledged by a state notary public. This document may be changed or revoked at the discretion of the testator.

Definition – Section 851.31

Laws – Chapter 853 (Wills)

Signing (Section 853.03) – Shall be signed by the Testator and by Two (2) Witnesses.

How to Write

Step 1 – Establish a testator of this document by placing their full name at the top of the document, to be followed by:

  • The testator’s name
  • City and County
  • Reviewing remainder of the paragraph
  • Read “Expenses and Taxes”

Step 2 – Appointment of a selected Executor – Enter:

  • Name the testator’s chosen executor
  • Name the City and County of the executor
  • Executor’s State

For the protection of the estate and beneficiaries, it would be wise for the testator to select an alternate executor in the even the initial representative is unable to carry out the execution of the estate according to the wishes of the testator. Select and alternate representative and enter:

  • Name of the alternate executor
  • City of residence
  • County of residence
  • Alternate’s State

Step 3 – Disposition of Property – Beneficiaries

Beneficiaries – Enter the following information:

  • Legal name
  • Physical addresses for named beneficiaries
  • Provide a description of the relationship to the testator
  • Enter the last four digits of the SSN for all persons named beneficiaries
  • Enter a list/descriptions of property that the testator shall provide per beneficiary

Step 4 – Testator must read all titled sections:

  • Omission
  • Bond
  • Discretionary Powers of Personal Representative
  • Contesting Beneficiary
  • Guardian Ad Litem  Not Required
  • Gender
  • Assignment
  • Governing Law
  • Binding Arrangement

Step 5 – Witnesses/Signatures – All who shall serve as a signing party will be present one to another at the time of the signing of the document. All must enter:

  • Name of their testator
  • Date of testator’s signature = dd/mm/yyyy
  • Testator’s individual signature
  • Print testator’s name

Witnesses – Witnesses should view the brief statement and enter

  • Date of the signatures
  • Name of the testator

Witness 1 – 

  • Signature
  • Physical Address

Witness 2 –

  •  Signature
  • Physical Address

Step 6 – Affidavit of Testament – All signatories must review, then enter:

  • State
  • County
  • Name of testator
  • Name – 1st witness
  • Name – 2nd witness
  • AND
  • Signature of testator
  • Signature – 1st Witness
  • Signature – 2nd Witness

Step 7 – Notary- As the testator completes the document, all signature shall be witnessed and authenticated by a commissioned notary

 


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