Will Questionnaire

WILL QUESTIONNAIRE
A Will is a legal document where you specify what you want done with your assets when you die. Only assets that do not have joint owners with the right of survivorship or named beneficiaries pass through the Will. The Will is the last process to control disposition of assets, as assets that are jointly owned (with the right of survivorship) and property that has beneficiary designations will take precedence over the Will and will be paid out before the Will is probated.

This Will Questionnaire is NOT your Will. It will help us prepare your Will. If you need more space to answer a question, use the last page of this questionnaire and indicate the question number to which it pertains.
Date of Appointment:*

MonthDayYear
Personal Information - You
Full Legal Name:*

First NameMiddle NameLast NameSuffix
Address:*

House No., Street Name, Apt. No.

County

CityState

Zip Code
Date of Birth:*

MonthDayYear
Place of Birth:*
City and State
Relationship Status:*

SingleMarriedDivorcedWidowed
Home Phone:
Work Phone:
Cell Phone:
Email:
Your Funeral Wishes
Do you wish to be: (choose one)*

BuriedCremated
If Buried, where?
Name of Cemetery
If Cremated, interred where?
Name of Cemetery

Will Instructions
In these next sections you will list your beneficiaries and indicate what property they are to receive. You can make specific distributions to beneficiaries or leave everything as a “lump sum” distribution to your beneficiaries.

Distribution of Property - Real Estate
Real estate may be passed separately in a Will. If you own your real estate jointly with right of survivorship it will automatically pass to the surviving joint owner upon your death. These bequests will be distributed first and reduce the amount of property left for your other beneficiaries.
Do you have real estate you wish to leave to a named individual rather than distributed as part of the residue of your Estate?*

NoYes - Please provide the following information:

Distribution of Property - Remaining Assets
How do you want the balance of your Assets, after giving any Specific Bequests and Real Estate, to be distributed?
Who do you want to be the Primary Beneficiaries of your Remaining Assets? (Choose One)*

My Spouse, if he/she survives me, and if not, then to my Children; orMy Children; orTo these Beneficiaries in the percentages noted below:

If Primary Beneficiaries predecease you, how is their share to be distributed? (Choose One)*

Per Stirpes - Their share will be divided equally among their children; orPer Capita - Their share will be divided equally among the remaining Primary beneficiaries

Who do you want to be the Alternate Beneficiaries of your Remaining Assets in the event all of your Primary Beneficiaries predecease you?
Alternate Beneficiary's Full Name:*
First, Middle, Last
Alternate Beneficiary's Full Address:*
Street Address, City, State, Zip Code
Alternate Beneficiary's Relationship to You:*
Percentage Alternate Beneficiary is to receive:*
Do you have another Alternate Beneficiary to list?

NoYes - Please provide the following information:

If Alternate Beneficiaries predecease you, how is their share to be distributed? (Choose One)*

Per Stirpes - Their share will be divided equally among their children; orPer Capita - Their share will be divided equally among the remaining Alternate Beneficiaries

Disinheritance
Do you wish to disinherit any Children or Grandchildren?*

NoYes - Please provide the following information:

Appointment of Trustees
If any of your Beneficiaries are minors, you may appoint a Trustee to manage the assets to support the Beneficiary’s health, education, maintenance, and support. Do you want to name a Trustee?*

NoYes - Please provide the following information:

Whom do you wish to name as Alternate Trustee in the event the Trustee predeceases you?
Alternate Trustee's Full Name:
First, Middle, Last
Alternate Trustee's Full Address:
Street Address, City, State, Zip Code
Alternate Trustee's Relationship to You:

Appointment of Guardians
If any of your children are minors and if their other natural parent is not alive or cannot act as guardian, you may appoint a Guardian to have physical control and custody of the children. Do you want to name a Guardian?*

NoYes - Please provide the following information:

Whom do you wish to name as Alternate Guardian in the event the Guardian predeceases you?
Alternate Guardian's Full Name:
First, Middle, Last
Alternate Guardian's Full Address:
Street Address, City, State, Zip Code
Alternate Guardian's Relationship to You:

Appointment of Executors
Your Executor is responsible for administering your Estate and carrying out the instructions of your Will. Any adult may serve as your Executor. You may name anyone including your Spouse or Child as your Executor.
Whom do you wish to name as Executor?
Executor's Full Name:*
First, Middle, Last
Executor's Full Address:*
Street Address, City, State, Zip Code
Executor's Relationship to You:*

Whom do you wish to name as Alternate Executor in the event the Executor predeceases you?
Alternate Executor's Full Name:*
First, Middle, Last
Alternate Executor's Full Address:*
Street Address, City, State, Zip Code
Alternate Executor's Relationship to You:*

Notes and/or Questions
If you need more space to answer a question, please list here and indicate the question number to which it pertains.

You have completed the questionnaire.

You may review the questionnaire prior to submission by clicking the "Preview PDF" button.

After you are finished reviewing, please click the "Submit" button to email to our office for printing prior to your appointment.
Please verify that you are human*
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WILL QUESTIONNAIRE