Alaska Court System Self-Help

If you do not do anything to plan for your death, it can be hard for family and friends to guess at your wishes, identify your property and struggle through the probate process. Below are things you can do to make the process easier for others:

• You may want to talk to an estate planning lawyer about making a Will or a trust.
• Make a list of your property, debts, important documents and financial advisors.
• Make financial and living arrangements for any minor children.
• Make sure that your property is titled the way you want it.
• Decide if you want to record a Transfer on Death Deed that would transfer property to named beneficiaries effective on your death.
• If you own Native (ANCSA) stock, make a stock will.
• If you own restricted property, make a Will that complies with the BIA requirements.
• Describe your preference for funeral arrangements and a memorial service, if any.
• Tell someone where your original documents can be found.

Yes. You may want to see an estate planning lawyer to help you plan how your property passes at your death. A lawyer can help you decide between a Will or a trust, make sure that the document is valid under Alaska law and prepare a document that follows your wishes. A properly prepared Will or trust can avoid long and costly battles over your estate and minor children, save your relatives heartache, and accomplish what you wanted in the first place.

For information on how to find an estate planning lawyer, see Probate Resources.

You can learn more about Estate Planning Tools.

A Will or a trust allows you to make decisions about things that happen after your death, such as who collects and manages your property, who receives your property and how a person receives your property. A Will also allows you to decide who will take care of your minor children. Without a Will or a trust, the state of Alaska or a court will make these decisions for you in a way that may not be what you wanted.

For more information, see Wills and Trusts.

If you own Native corporation stock created under the Alaska Native Claims Settlement Act (ANCSA), you should complete the "stock will" by filling in the blanks on the back of your stock certificate. This is the simplest and most certain way to make sure that the stock passes to the persons who you want to receive it when you die. Many Native corporations also have separate testamentary forms that can be used in addition to the back of the original stock certificate. If you have questions about how to fill out the stock will or whether there is a separate testamentary form, the Native corporation which issued the stock will help you.

For more information, see the section on transferring Native stock.

You can watch a short presentation on Special Procedures for Native Estates.

It is important to have a properly drafted Will if you own restricted property. Restricted property is real property granted to Native Alaskans by the Secretary of the Interior as either Native allotments or townsite lots. The property can only be transferred with the approval of the United States Bureau of Indian Affairs ("BIA").

All restricted property must pass through a special BIA probate process, handled by a federal law judge. The property does not pass through the Alaska probate court. The judge must decide whether a Will is valid or not. Some requirements include:

• You must be 18 or older and of sound mind when you make the Will.
• Your Will must be signed by two witnesses who are not related to you and who do not receive anything under your Will.
• There was no undue influence or fraud involved in the preparation or signing of the Will.

If your Will does not meet all of these requirements, the restricted property will pass to your heirs under Alaska intestacy laws instead of under your Will. If you have questions about how to make a BIA Will, the realty department of your regional non-profit Native corporation may be able to answer them, or the Native corporation of which you are a shareholder can often help you. Sometimes the Native corporation will even prepare a BIA Will for you. Once you have a Will, you may submit it to the Secretary of the Interior for approval before you die.

For more information, see the section on transferring restricted property.

Many commercial fisheries in the State of Alaska require a special "limited entry" permit in order to participate. Some of these permits can be quite valuable. Prices are set according to the free market. A limited entry fishing permit can only be left to one person. The law will not allow the permit to be divided among your spouse and children. If you do not mention the permit in your Will, or if you have no Will, the permit will go to your spouse. If you have no spouse, the permit will probably need to be sold unless you only have one heir or, if you have more than one heir, all of the heirs agree who should get the permit. Consequently, it is very important that you have a section in your Will naming the person who is to receive your fishing permit. You can also fill out a form called Designation of Permit Recipient Upon Permit Holder's Death.

Learn more about limited entry fishing permits and estates. The Alaska Commercial Fisheries Entry Commission has different forms that deal with estate issues.

The federal government also has a limited entry program for fisheries conducted in federal waters. These "permits" are called Individual Fishing Quotas (IFQs). These are valuable property interests which can also be distributed pursuant to a Will. Quota share holders may provide the National Marine Fisheries Service with the name of a designated beneficiary to receive survivorship transfer privileges in the event of the quota share holder’s death. See the QS/IFQ Beneficiary Designation.

There are several important things to consider if you have a child under the age of 18. If both parents die, a minor child will need a permanent Guardian with whom to live and someone to accept and manage the money for the child. You can set up these responsibilities with a will or trust. You may want to talk to an estate planning lawyer help you decide how to pass property to your child and how to name a Guardian and talk to any proposed Guardians to make sure they are willing to take on this responsibility.

For more information, see Surviving Minor Children.

When a person dies, it is often hard for family members or friends to identify the property that the person owned and gather information about the person's financial situation. It is helpful if you make a document that lists information about the following topics:

Your property, including:

• Annuities
• Bank and investment accounts
• Benefits, such as social security, veterans or employer benefits
• Boats, airplanes, ATVs and snowmachines
• Cash
• Investment accounts
• Life insurance policies
• Safe deposit boxes
• Stocks and bonds
• Real property (houses or land)
• Retirement accounts and pension plans
• Valuable personal property such as firearms, artwork, jewelry, tools and equipment
• Vehicles and trailers
• Any other property of value

For each item of property, you should also list the following (if appropriate):

• The date on which you bought the property
• The amount you paid for the property
• How you hold title and whether you have named a beneficiary to receive the property when you die
• The amount of any debt against the property
• Any policies of insurance that cover the property
• Any other useful information

For your bank, investment, and retirement accounts, list:

• The financial Institute
• Account numbers
• Any designations for transfer upon death

Your debts, loans and liens, including:

• The type of debt
• The name of the person or company to whom or to which you owe the debt
• The original amount and date of the debt
• Your payment schedule
• The current amount of your debt
• Any documents relating to your debt

Where your important documents are located, including:

• Copies of tax returns
• Deeds to real property
• Funeral and memorial wishes
• Insurance policies
• Marriage Certificate
• Mortgages, Deeds of Trust and other loan documents
• Original Will.
• Tangible personal property memorandum
• Trust
• Veterans information
• Any other important documents

class="no-bottom-margin"Your financial advisers, including:

• Broker
• Business lawyer
• Certified public accountant or accounting firm
• Estate planning lawyer
• Financial planner
• Life insurance agent
• Loan officer
• Any other professional advisor

Your electronic information, including:

• Blog addresses
• Cloud data storage sites
• Email addresses
• Passwords to computer files, internet sites and email
• Photo sharing sites
• Social media sites

You should update your lists from time to time. You should also tell someone or leave a note where your lists can be found. These lists are for information only and are usually not part of your Will or trust.

You should review how your property is owned and whether you have named someone to receive any of your property automatically when you die. Property that must pass through probate before it can be transferred to another person is called probate property. This usually includes property that you own in your name only, such as a house, vehicle or bank account. Property which passes automatically to someone else when a person dies is called nonprobate property. This usually includes property you hold with someone else or where you have named someone to automatically receive the property. Common examples include a bank account, life insurance benefits, retirement benefits, or real property when you have recorded a Transfer on Death deed.

A person who inherits nonprobate property receives the property in addition to any probate property passing under your Will or through intestacy. You should make sure that this is what you want. You should consider the potential consequences of owning  valuable property with a minor child and naming a minor child as a beneficiary to receive property automatically at your death. If a minor child inherits property in his or her own name, you will not have any control over who manages the property and how the property is used while the child is under 18. When the child turns 18, he or she will receive the remaining property all at once to use any way he or she sees fit. If you want to leave property to a minor, you should talk to an estate planning lawyer. For more information, see Surviving Minor Children.

Yes. Some property can transfer to someone else when you die, depending on the tile. If you want to control what happens to your titled property, you may be able to use the title to transfer the property. You should review how your property owned and whether you have named someone to receive any of your property automatically when you die. Property that passes automatically to someone else when you die is called nonprobate property. This usually includes property you hold with someone else or where you have named someone to automatically receive the property. Common examples include a bank account, life insurance benefits, retirement benefits, or real property you own with your spouse as “Tenants by the Entirety” or if you have recorded a Transfer on Death deed.

A person who inherits nonprobate property receives the property in addition to any probate property passing under your Will or through intestacy. You should make sure that this is what you want. You should consider the potential consequences of owning valuable property with a minor child and naming a minor child as a beneficiary to receive property automatically at your death. If you leave a minor child property in their own name, someone will be appointed to manage the property and how the property is used while the child is under 18. When the child turns 18, they will receive the remaining property all at once to use any way they see fit. If you want to leave property to a minor, you may want to talk to an estate planning lawyer. For more information, see Surviving Minor Children.

You should consider whether you want to be buried or cremated, what you would like to happen to your remains (for example buried at your hometown cemetery or your ashes scattered over the ocean), and what type of memorial service you would prefer. Your wishes can be as simple or as detailed as you choose. The more you explain what is important to you, the more likely it is that family members will follow your wishes at your death. You should tell your family members about your preferences and include a written statement along with your Will or other important papers describing your wishes. If you have no preference, it is also important for your family members to know this so that they can do what is easiest and most economical under the circumstances.

It is important to safeguard your important documents, especially your original Will. If you lose your Will, your Personal Representative might not be able to probate a copy. In that case, your property will pass as if you had never even made a Will.

You should consider doing one of the following things with your original Will:

• Deposit it with the court for safekeeping. While you are alive, the Will is kept confidential and can only be released to you or to another person if you give permission in writing.
• Keep it with your lawyer if they offer a vault service for storing documents.
• Keep it in a fireproof safe at home.

You should keep other documents in a safe location that can be easily found at your death. This might include a fireproof safe or a safe deposit box. You should never store your Will or any document relating to funeral wishes in a safe deposit box because a court order will be needed to drill the box open before probate if no one has joint access to the box at the time of your death.

It is a good idea to think carefully about what you want to happen about your own health care in the event that you cannot make your wishes know to your doctor. If you want to control these decisions you can create a Health Care Directive and Living Will. For information about Advance Health Care directives and Living Wills, please see Advance Health Care Directive forms and instructions (Word Document).

You can watch short presentations about Advance Health Care Directives and Living Wills:

• Introduction
• Appointing an Agent
• Your Living Will
• Advance Health Directive for Mental Health Treatment