MAKE THE DOCUMENT WORK FOR YOUR SITUATION
About this codicil to will review draft
Document exact proposed amendments to an existing will with clause references, replacement language, and consistency checks. This editable template brings the key details into one document: your identity & family, original will & amendment history, precise proposed changes, execution plan & document custody. Complete it online, compare the live preview with your records, and download a blank or completed PDF or editable Word document.
What the template includes
The online builder and downloaded documents use the same fields. A selected state can add relevant research prompts. Complete only applicable items; add explanations for exceptions rather than assuming a blank entry resolves them.
Document details4 inputs +
Set the date, jurisdiction, and your internal reference.
- Document date *
- US state *
- County
- Document reference
Your identity & family9 inputs +
Identify the person making the plan and anyone affected by it.
- Your full legal name *
- Prior names
- Date of birth
- Home address *
- Marital status
- Spouse or partner name
- Children, dates of birth, and relationships
- Other dependents and care needs
- Citizenship or cross-border considerations
Original will & amendment history6 inputs +
Locate the signed original and every existing codicil.
- Original will date *
- Original will location *
- Prior codicils and dates
- Proposed codicil number
- Exact clauses being changed *
- Reason for change
Precise proposed changes8 inputs +
Provide the full proposed text rather than a vague instruction.
- Full replacement wording *
- New gifts or appointments
- Provisions proposed for deletion
- Beneficiaries affected and identifying details
- Effect on residuary shares
- Updated alternate beneficiaries
- Provisions intended to remain in force
- Possible conflicts with trusts or designations
Execution plan & document custody9 inputs +
Record a plan for the final state-compliant instrument. These fields do not certify validity.
- Planned legal reviewer
- Proposed witness 1 name and contact
- Proposed witness 2 name and contact
- Witness eligibility checks
- Notary or acknowledgment arrangements
- Required notices or statutory wording to verify
- Where the original will be kept
- People and institutions to receive copies
- Next review date
How to complete it
1. Document details
Set the date, jurisdiction, and your internal reference. Review document date, us state, county, document reference against your source records.
2. Your identity & family
Identify the person making the plan and anyone affected by it. Review your full legal name, prior names, date of birth, home address and the remaining details against your source records.
3. Original will & amendment history
Locate the signed original and every existing codicil. Review original will date, original will location, prior codicils and dates, proposed codicil number and the remaining details against your source records.
4. Precise proposed changes
Provide the full proposed text rather than a vague instruction. Review full replacement wording, new gifts or appointments, provisions proposed for deletion, beneficiaries affected and identifying details and the remaining details against your source records.
5. Execution plan & document custody
Record a plan for the final state-compliant instrument. These fields do not certify validity. Review planned legal reviewer, proposed witness 1 name and contact, proposed witness 2 name and contact, witness eligibility checks and the remaining details against your source records.
Practical tips
- Do not hand-edit a signed will and assume the changes will be effective.
- A codicil typically needs its own proper execution; attaching an unsigned note is insufficient.
Before signing or submitting
This is a planning and attorney-review draft, not an execution-ready statutory form. It has not been reviewed by a lawyer. State law can require particular wording, notices, witnesses, notarization, capacity, disclosures, or court procedures. Use the linked official form when appropriate and obtain jurisdiction-specific review before signing.