| name | last-will |
| title | Last Will and Testament |
| description | Drafts a state-compliant Last Will and Testament covering declarations, revocation of prior instruments, specific bequests, residuary disposition, guardian nominations, fiduciary appointments, and execution formalities. Conducts structured intake on family structure, asset inventory, fiduciary nominees, and existing estate plan documents. Coordinates with trusts, beneficiary designations, and non-probate transfers. Use when drafting wills, testamentary documents, pour-over wills, codicils, or estate planning instruments involving testamentary dispositions. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/last-will |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | trusts-and-estates |
| language | en |
| tags | ["agreement","drafting","transactional"] |
Last Will and Testament
Drafts a state-compliant Last Will and Testament reflecting the testator's intent, coordinated with their broader estate plan.
Prerequisites
- Testator identity — full legal name, residence (city, county, state), testamentary capacity confirmation
- Family structure — spouse, prior marriages, all children (biological, adopted, step), minors, prenup/postnup
- Fiduciary nominees — executor + alternate; guardian(s) + alternate(s) if minor children
- Asset inventory — real property, personal property, business interests, digital assets
- Existing estate plan — prior wills, trusts, beneficiary designations, joint tenancies, POD/TOD accounts
- State of domicile — determines execution formalities, spousal rights, probate code
Checkpoint A: Intake (Mandatory)
Gather all items below unless user says "use defaults" or provides equivalent detail.
| Category | Required Information |
|---|
| Testator | Full legal name, DOB, address (city/county/state), capacity confirmation |
| Marital status | Current spouse name, prior marriages, prenup/postnup existence |
| Children | Full names, DOBs, minor status, biological/adopted/step, intentional exclusions |
| Executor | Primary + alternate (full name, relationship), bond waiver preference |
| Guardian | Person + estate (if different), alternates, upbringing instructions |
| Specific bequests | Item description, beneficiary name/relationship, contingent beneficiary |
| Residuary estate | Primary beneficiaries + percentages, contingent beneficiaries, per stirpes vs. per capita |
| Debts/taxes | Residuary vs. apportionment; tax payment directives |
| Existing plans | Revocable trusts, life insurance, retirement designations, joint tenancies |
Search any uploaded documents (prior wills, trust agreements, family records) to extract details and ensure consistency. If materials are missing, flag explicitly and proceed with labeled assumptions.
Output Structure
