Last Will and Testament

This data model captures the essential information found within a Last Will and Testament document. It identifies the person creating the will (testator), the person appointed to manage the estate (executor), and those who will inherit (beneficiaries), including details of what they receive. The model also extracts key clauses like the declaration, revocation of previous wills, and how the remaining estate is handled. Additionally, it records details about any trusts mentioned, such as their name, type, and trustee, and information about the witnesses who signed the document.

Field name	Type	Description
will_type	string	Type of will. Can be 'simple_will', 'pour_over_will', 'testamentary_trust_will', or 'other_will'.
testator_full_name	string	Full legal name of the person making the will (the testator).
testator_address	string	Current residential address of the testator.
declaration_statement	string	The opening statement declaring the document as the testator's Last Will and Testament.
will_execution_date	string	The date the will was officially signed by the testator and witnesses, formatted as YYYY-MM-DD.
executor_name	string	The full name of the person appointed to manage the estate and execute the will's instructions.
executor_address	string	The residential address of the appointed executor.
executor_relationship_to_testator	string	The relationship of the executor to the testator (e.g., spouse, child, friend), if stated.
guardian_name_minor_children	string	Name of the person appointed as guardian for any minor children, if specified.
revocation_clause	string	Clause stating that this will revokes any previous wills or codicils made by the testator.
residuary_clause_description	string	Description of how the remaining assets of the estate are distributed after specific gifts and debts are handled.
beneficiaries	array	List of individuals or entities named to inherit assets or property from the estate.
beneficiary_name	string	Full name of the beneficiary.
beneficiary_relationship	string	The relationship of the beneficiary to the testator (e.g., spouse, child, charity).
bequest_description	string	Description of the specific asset, property, or amount of money left to the beneficiary.
beneficiary_share	string	Description of the beneficiary's portion of the estate (e.g., percentage, fraction, specific items, residue).
trusts_mentioned	array	List of any trusts referenced or created within the will.
trust_name	string	The name given to the trust in the will.
trust_type	string	The type of trust specified (e.g., 'Revocable Living Trust', 'Testamentary Trust').
trustee_name	string	Name of the person or entity appointed to manage the trust (the trustee).
trust_date	string	Date of the trust document, if mentioned, formatted as YYYY-MM-DD.
trust_purpose_summary	string	A brief summary of the purpose or function of the trust as described in the will.
pour_over_provision_mentioned	boolean	Indicates if the will explicitly directs assets to be transferred ('poured over') into this trust.
witnesses	array	List of individuals who witnessed the signing of the will.
witness_name	string	Full name of the witness.
witness_address	string	Address of the witness.

Field Notes

will_type: Determined based on document content. If a pour-over provision is found directing assets to a trust, it's 'pour_over_will'. If a trust is created within the will itself, it's 'testamentary_trust_will'. Otherwise, it's typically 'simple_will' or 'other_will'. Allowed values: simple_will, pour_over_will, testamentary_trust_will, other_will.
will_execution_date, trust_date: Dates should be extracted in ISO format YYYY-MM-DD.
declaration_statement: Captures the formal opening statement identifying the document as a will.
revocation_clause: Captures the specific text where the testator revokes previous wills.
residuary_clause_description: Summarizes the plan for distributing the remainder of the estate.
beneficiaries: Captures details for each individual or entity receiving a gift (bequest). beneficiary_share describes what portion or item they receive.
trusts_mentioned: Lists trusts involved. pour_over_provision_mentioned is true if the will explicitly states assets should go into that specific trust.