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A University of Alabama Law School Clinical Program funded in part by West Alabama Regional Commission

Advance Health Care Decisions

Powers of Attorney

Wills, Trusts, Estates

Guardianships

Long Term Care Financing

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Other Consumer Issues:

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Abuse
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Wills, Trusts & Joint Accounts

  1. Introduction
  2. Definitions
    1. Will
      Testator/testatrix
      Executor/executrix/personal representative
      Codicil
    2. Estate
      Real or personal property
      Tangible or intangible property
      Sole or joint ownership
      Contingent or future interests
    3. Trust
      Trustor/trustee/beneficiary
      Revocable (living or inter vivos)
      Testamentary
    4. Joint Accounts
      Survivorship or convenience
      Problems
    5. Capacity
  3. Relative Costs
  4. What to take to your attorney’s office
  5. Handling personal items
  6. A word about Living Trusts
  7. And a word about Estate Taxes

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