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Texas Transaction Guide--Legal Forms
Copyright 2017, Matthew Bender & Company, Inc., a member of the LexisNexis Group.

7-42 Texas Transaction Guide--Legal Forms 42.syn


Complete Wills and Codicils


Herbert S. Kendrick;John J. Kendrick, Jr.;and Matthew Bender's Editorial Staff

Chapter Summary


This chapter discusses the purpose, function and essential characteristics of wills and the preparation and drafting of wills and codicils. The Legal Background section covers the general law relating to wills, including discussions of pertinent tax considerations and probate matters and the law related to the modification, supplementation, or revocation of a will by a codicil. It gives brief attention to proving capacity of a testator. The Practice Guide contains a list of information and documents necessary to initiate an estate plan, and a drafting guide for wills, with extensive cross-references to provisions that may be included in a will.

It also contains a guide to the correct procedures for preparation and execution of both wills and codicils and procedures to be followed subsequent to the execution of a will to carry out an estate plan. The forms in this chapter consist of a number of complete wills and codicils selected to illustrate the basic types of simple and complex will available, accompanied by discussion of tax consequences of each, when applicable.

Texas Transaction Guide: Legal Forms is the most comprehensive and frequently updated resource on Texas legal transactions. It covers the entire transaction spectrum: business entities, wills and trusts, commercial transactions, real estate transactions, and personal transactions. Each chapter provides a chapter scope note, detailed outline, research guide, legal background, practice guide, and forms with commentaries on usage.


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Refer to Chapter 40, Estate Planning, Chapter 40A, Personal Gifts, Chapter 40B, Charitable Gifts, Chapter 43, Dispositive Testamentary Provisions and Chapter 44, Executor Provisions for discussion of issues regarding personalizing an estate plan and which forms to use to accomplish the plan. Chapter 48, Testamentary Trusts covers marital deduction provisions, dispositive trust provisions, and trust directions.


See Dorsaneo, Texas Litigation Guide (Matthew Bender) for detailed analysis of complex civil litigation issues, as well as procedural checklists and time-tested forms for pre-trial, trial, and appellate practice.

See Texas Estate Planning (Matthew Bender) for comprehensive estate planning information, including hundreds of forms and explanations of wills, trusts, and powers of attorney.

See Modern Estate Planning (Matthew Bender) for coverage of all key estate planning topics, including gift taxation; transfers and interests subject to estate and gift taxation; estate and gift tax deductions; exclusions and credits; and generation-skipping transfers.

See Current Legal Forms with Tax Analysis (Matthew Bender) for a wealth of sample forms, drafting guidance and expert legal commentary to assist in the fundamental, and often time-consuming, task of document drafting.
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