WSBA NLE WILL FACT PATTERNS: 1.0 SIMPLE WILL
ASSIGNMENT: Based on the will template, seminar lecture, and resource materials,
prepare a will for George and Martha based on the above. Also, if necessary, please list
any other information that will be assumed by your drafted will document.
They own personal and real property acquired
over their marriage. Specifically, they have
a home worth $400,000 and they still owe
$100,000 on the mortgage.
Martha has an $80,000 IRA and a $100,000
term life insurance policy. George has a
$150,000 IRA, a vacation home in Arizona that
he inherited from his parents worth $200,000
and a $150,000 whole life insurance policy
with a $30,000 cash value. He also has a sizable Boeing pension with the surviving spouse
as beneficiary. They both have a stock portfolio
Their personal property includes a 2014 Outback
Subaru worth $20,000 and a 2016 Honda Accord
worth $32,000. Their total personal property
holdings—including furniture, artwork, antiques and
jewelry—is about $200,000.
They would like to have all of their property
pass to one another and alternatively to their
children. They would also like to have each other
appointed as personal representative and Joe as
alternate personal representative.
Martha would like her wedding ring to pass to
Ann and her china set to Ellen. George would like
his golf clubs to pass to Joe.
A Practice Primer Sample
George and Martha
have been married 30
years. They have four
children together, Joe,
29, Ann, 27, and Ellen, 25.
Robert was the youngest
but passed away a few
years ago at the age of
21. None of their children
is married nor do any of
them have children.
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