USA Simple Will and Trust

Overview

Draft and validate a simple will with optional testamentary or pour-over trust in the USA.

Getting Started

Add your source materials to the project workspace, then activate the USA Simple Will and Trust skill. The agent will guide you through the process step by step.

Example conversation

You: I need a simple will that leaves everything to my spouse and pours over into our living trust if we’re both gone.

Agent: I’ll draft a will naming you as testator, your spouse as primary beneficiary and executor, and a residue clause that pours over into your existing revocable living trust. I’ll run will_check to confirm testator, declaration of intent, executor, disposition, and signature block—and that the trust reference is clear.

Output excerpt

Will and pour-over excerpt

Declaration — I, [Name], declare this to be my last will and testament and revoke all prior wills.

Executor — I appoint [Spouse Name] as executor of this will. If [Spouse Name] is unable or unwilling to serve, I appoint [Alternate Name].

Residue and pour-over — I give all the rest and residue of my estate to the trustee of the [Name] Revocable Living Trust dated [Date], to be held and distributed according to that trust agreement.

Extension and validation

The skill includes will_check, which validates the will for: testator identification, declaration of will/intent, executor appointment, disposition of assets (beneficiaries or residue), and signature block. If the document mentions a trust or pour-over, it also checks for a clear trust reference. Run it after drafting to confirm required elements are present.