Learn · Estate Planning

Per Stirpes vs Per Capita

Two of the most common ways a will distributes an estate when a beneficiary dies before you do. The right choice depends on how you want shares to flow through the next generation.

What "per stirpes" means

Per stirpes (Latin for "by branch") sends a deceased beneficiary's share down to their descendants. If you leave your estate to your three children per stirpes and one child predeceases you, that child's share is split equally among their children — your grandchildren — instead of being redistributed to your surviving children.

What "per capita" means

Per capita ("by head") divides the estate equally among living beneficiaries at the same generation. If one of your three children predeceases you, the estate is split equally between the two surviving children, and the deceased child's descendants receive nothing under that clause.

How to choose

A quick example

You have three children: A, B, and C. C dies before you, leaving two children of their own. Under per stirpes: A gets 1/3, B gets 1/3, and C's two children split the remaining 1/3 (1/6 each). Under per capita: A and B each get 1/2, and C's children get nothing under this clause.

Document your choice in Will IQ

Will IQ's interview asks how you want each gift distributed and records your selection in plain language inside your draft. This guide is educational only — Will IQ does not provide legal advice, and you should review your final document with a licensed attorney in your jurisdiction.

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