Will Questionnaire

Please answer the following questions as thoroughly as possible as to ensure that we accurately describe your wishes in your will. We will prepare the documents based on this information and have them ready to be signed, witnessed, and notarized when you come in to the office. Please note that not all of these questions may apply to you. If they do not, please put N/A in the space provided for that particular question.

NOTE: This form checks for proper format of phone numbers and email addresses. If you have errors in the processing of this form, you will have to re-enter the Verification code, along with the corrected data, before the form will process.

* Required Information
Basic Applicant Information

Address where the applicant resides:

Mailing address, if different than residential address:

Burial

Cremation

Spouse Information

Insert N/A if question not applicable to you.

Address where the spouse resides:

Mailing address, if different than residential address:

Executor

Note that the Executor is your chosen personal representative for the administration of your estate. The Executor's duties will be that of paying off the debts of your estate and distributing the assets of your estate to your heirs. Your spouse is a good choice for Executor as long as your spouse would adequately deal with the administration of your estate. You may also choose to have two Co-Executors, who will jointly be charged with the responsibility of administering your estate. Again, please provide their full name, address and telephone number so we may contact them if necessary.

Yes

No

Alternate Executor OR Alternate Co-Executors

The alternate Co-Executor is charged with fulfilling the duties of the Executor(s) if the primary Executor you choose is unable to fulfill his/her duties for whatever reason. This is highly recommended to protect your interests in instances where the Executor becomes incapacitated, predeceases you, or is unwilling to fulfill his/her duties.

Beneficiary

Yes

No

This is quite common, but not required. You may choose to leave any portion of your estate to your spouse after bequeathing particular items to other family members, children, or other parties. You are not required to leave anything to your spouse, but someone must be named to receive the rest, residue, and remainder of your estate.

Children

Yes

No

If so, please provide their FULL names, ages, and contact information, if different from your own. This includes any children born to you or LEGALLY adopted by you, from any relationship. Again, you are not required to specifically leave any of your children anything if you are leaving everything to your spouse or other party.

Guardian/Trustee

If you have minor children, you will need to name a Guardian. Normally, the surviving spouse will be the chosen Guardian for minor children. The Guardian is the person with the authority and responsibility to take care of the minor child(ren) and to handle their finances until they reach the age of 18 (unless you elect to create a Testamentary Trust). You can choose one Guardian for all of your children, or different Guardians for different children.

If there is a chance that substantial property will pass to your child(ren) under your Will, and you want this property managed on their behalf beyond the age of 18, you will need to create a testamentary trust and appoint a trustee. You can create a trust for all of your children or a separate trust for each child.

No

Yes as group

Yes but separate trusts

Miscellaneous Elements

It is a good idea to specifically name those heirs that you would like to receive nothing from your estate to show that you contemplated the particular person and decided to leave them out of your Will. This will help clarify any potential claim by that party to a portion of your estate.

No

Yes

You are not required to specifically devise any items to any particular people in your Will, in fact our Wills have a clause in them which allows you to attach a memorandum with your Will that identifies specific items that you may choose to leave to certain individuals. However, you may still decide to leave particular items to individuals in your Will. If so, please SPECIFICALLY describe the item and the name of the beneficiary, along with their gender, and contact information. Also, please include an alternative beneficiary if the one you name predeceases you.

As stated earlier, your spouse typically receives the remainder of your estate, known as the residue, which is all the property or other assets not specifically named in the Will. However, you can choose to leave the Residue to anyone you choose or divide it equally among heirs of your choosing. Please name here who will receive the Residue of your estate.

Please list anything else you would like us to know or feel we may need to know as we prepare your Last Will and Testament.

Verification and Comments

Verify

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* Required Information

Please read before submitting

1) If you anticipate having an estate valued in excess of $2 million, you may be subject to estate tax and thus additional estate tax planning would be beneficial.

2) It is a good idea to periodically review and modify as necessary beneficiary designations made in relation to life insurance policies, investment accounts, etc. If you make beneficiary designations in your will that contradict such designations made on any other policy and/or account, the beneficiary listed by you on the policy and/or account, will likely control.