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JOINT WILL WITH TRUST (SURVIVOR SOLE BENEFICIARY)We, the undersigned, 1. (Full Name and Surname) ___ (Identity Number) ___ and 2. (Full Name and Surname) ___ (Identity Number) ___ hereby revoke all
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01
Decide on the assets you want to include in the joint will with trust.
02
Choose a trustee who will manage the trust according to your wishes.
03
Seek legal advice from an attorney who specializes in estate planning.
04
Draft the joint will with trust document with the help of your attorney, making sure to include all necessary provisions and instructions.
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Who needs joint will with trust?

01
Couples who want to ensure that their assets will be distributed according to their wishes after both of them pass away.
02
Individuals who want to provide for loved ones with special needs or protect assets from creditors or lawsuits.
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People with complex family situations, such as blended families or second marriages.
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Joint will with trust is a legal document that combines a will and a trust, allowing a couple to leave assets to each other and then to beneficiaries after both spouses pass away.
A couple who wishes to create a joint will with trust would be required to file this legal document.
To fill out a joint will with trust, it is recommended to seek legal assistance from an estate planning attorney to ensure all legal requirements and considerations are properly addressed.
The purpose of a joint will with trust is to provide a method for spouses to transfer assets to each other and then to beneficiaries in a structured and legally protected manner.
Information regarding assets, beneficiaries, trustees, and any specific instructions regarding the distribution of assets must be reported on a joint will with trust.
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