will draft - mine (NOT SIGNED)

personas/family-organizer/files/documents/will-draft-leah.pdf

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Attorneys at Law
38 N. State Street
Suite 3
Westerville, OH 43081

Kessinger & Roe LLC (614) 555-0158
kessingerroe.example

LAST WILL AND TESTAMENT OF LEAH MARIE
BRANDVOLD
SIGN AT U R E
- N OT FOR
DRAFT
Draft 2 of March 11, 2022, prepared for review. Text in square brackets is a question for the
client. A matching draft for Marcus D. Adeyemi was sent separately.

I, Leah Marie Brandvold, of Westerville, Franklin County, Ohio, declare this to be my Last Will
and Testament and revoke all wills and codicils I have made before.

Article I. My family
I am married to Marcus Dele Adeyemi. We have three children: Nora Elise Adeyemi, Eli James
Adeyemi and Ivy June Adeyemi. Any reference in this will to my children includes any child
later born to or adopted by me.

Article II. Personal effects
I give my jewelry, clothing, household goods and other tangible personal property to my
husband if he survives me by 30 days. If he does not, I give it to my children who survive me, to
be divided as they agree or, if they cannot agree or are minors, as my Executor decides. [Client:
do you want your grandmother's brooch to go to a named person?]

Article III. Residue
I give the rest of my estate to my husband if he survives me by 30 days. If he does not, I give it
to the Trustee named in Article V, to hold in a separate trust for each of my children. The
Trustee may use income and principal for the child's health, education, maintenance and
support, and shall distribute what remains to the child at age 25.

Article IV. Guardian
If my husband does not survive me, I nominate my sister, Maren Halvorsen, of Two Harbors,
Minnesota, as guardian of the person and estate of each minor child of mine. If she is unable or
unwilling to serve, I nominate my husband's brother, Tunde Adeyemi, of Houston, Texas.
[Client: you and Marcus had not settled on the alternate when we met. Please confirm.]
Article V. Executor and Trustee
I nominate my husband as Executor. If he is unable or unwilling to serve, I nominate my sister,
Maren Halvorsen. I nominate my brother, Erik Brandvold, as Trustee of any trust created
under Article III [and Maren Halvorsen as successor Trustee?]. No bond shall be required of
any Executor, Trustee or guardian.

Article VI. Powers
My Executor and Trustee shall have all the powers given to fiduciaries by Ohio law, including
the power to sell real estate without court order, to keep any investment, and to settle claims.

IN WITNESS WHEREOF, I have signed this will on the ........ day of ........................, 20.....

..................................................
Leah Marie Brandvold

Signed and declared by Leah Marie Brandvold as her Last Will and Testament in our presence,
who at her request and in her presence have signed as witnesses.

.................................................. ..................................................
Witness, name and address Witness, name and address

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will draft - mine (NOT SIGNED) Document · saved Mar 15, 2022

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Planted

not_saved Marcus has no life policy of his own, only twice his salary through the district; the reminder has been open since January 2025. Neither of them has a signed will: the lawyer's 2022 draft of Leah's is saved, Marcus's matching draft is not, and they stalled on the alternate guardian. Marcus's W-2 comes on paper and goes straight to the accountant, so only Leah's 2025 W-2 is saved. His box 1 was $62,807.90, federal tax withheld $4,378, Ohio $1,454; none of that is in the account.

only_in_file The orthodontist's terms (a replacement retainer is $175, a missed appointment $40, the insurance figure is an estimate) are only in the contract. The lien release letter says what is left to do: take it and the title to a title office, and tell the insurer to drop the credit union as loss payee; nothing shows either was done. The guardian named for the children (Maren, alternate Tunde, unsettled) is only in an unsigned draft and has no effect. That Nora carries her own inhaler and the clinic has no spare is only on the school form. The 2025 mortgage interest ($9,123.12) and Leah's wages are only on the tax forms.

attachments.yaml

record: doc-wills-draft
template: document
style: legal
org:
  name: Kessinger & Roe LLC
  lines:
  - Attorneys at Law
  - 38 N. State Street
  - Suite 3
  - Westerville, OH 43081
  phone: '6145550158'
  web: kessingerroe.example
  color: '#3d3a55'
title: Last Will and Testament of Leah Marie Brandvold
body: '<span class="stamp">DRAFT - NOT FOR SIGNATURE</span>


  *Draft 2 of March 11, 2022, prepared for review. Text in square brackets is a question for the client.
  A matching draft for Marcus D. Adeyemi was sent separately.*


  I, Leah Marie Brandvold, of Westerville, Franklin County, Ohio, declare this to be my Last Will and
  Testament and revoke all wills and codicils I have made before.


  ## Article I. My family


  I am married to Marcus Dele Adeyemi. We have three children: Nora Elise Adeyemi, Eli James Adeyemi and
  Ivy June Adeyemi. Any reference in this will to my children includes any child later born to or adopted
  by me.


  ## Article II. Personal effects


  I give my jewelry, clothing, household goods and other tangible personal property to my husband if he
  survives me by 30 days. If he does not, I give it to my children who survive me, to be divided as they
  agree or, if they cannot agree or are minors, as my Executor decides. [Client: do you want your grandmother''s
  brooch to go to a named person?]


  ## Article III. Residue


  I give the rest of my estate to my husband if he survives me by 30 days. If he does not, I give it to
  the Trustee named in Article V, to hold in a separate trust for each of my children. The Trustee may
  use income and principal for the child''s health, education, maintenance and support, and shall distribute
  what remains to the child at age 25.


  ## Article IV. Guardian


  If my husband does not survive me, I nominate my sister, Maren Halvorsen, of Two Harbors, Minnesota,
  as guardian of the person and estate of each minor child of mine. If she is unable or unwilling to serve,
  I nominate my husband''s brother, Tunde Adeyemi, of Houston, Texas. [Client: you and Marcus had not
  settled on the alternate when we met. Please confirm.]


  ## Article V. Executor and Trustee


  I nominate my husband as Executor. If he is unable or unwilling to serve, I nominate my sister, Maren
  Halvorsen. I nominate my brother, Erik Brandvold, as Trustee of any trust created under Article III
  [and Maren Halvorsen as successor Trustee?]. No bond shall be required of any Executor, Trustee or guardian.


  ## Article VI. Powers


  My Executor and Trustee shall have all the powers given to fiduciaries by Ohio law, including the power
  to sell real estate without court order, to keep any investment, and to settle claims.


  IN WITNESS WHEREOF, I have signed this will on the ........ day of ........................, 20.....


  ..................................................<br>

  Leah Marie Brandvold


  Signed and declared by Leah Marie Brandvold as her Last Will and Testament in our presence, who at her
  request and in her presence have signed as witnesses.


  ..................................................&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;..................................................<br>

  Witness, name and address &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
  Witness, name and address

  '