Welcome to BRE Law!
Please provide the following information to assist us in preparing your estate documents:
Full Legal Name - Client 1
*
First Name
Middle Name
Last Name
Suffix
Full Legal Name - Client 2 (if any)
*
First Name
Middle Name
Last Name
Suffix
Names of Minor Children
*
First Name
Middle Name
Last Name
Suffix
Names of Minor Children
*
First Name
Middle Name
Last Name
Suffix
Names of Minor Children
*
First Name
Middle Name
Last Name
Suffix
Names of Minor Children
*
First Name
Middle Name
Last Name
Suffix
Address of Client(s)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What is the name of the person you would like to appoint as "Executor"? This Executor is the person who will handle the affairs of your Estate after you pass. If you are married, you will most likely want to appoint your spouse as Executor. if you are single, you might consider a parent or sibling. The Executor should be somebody you feel will be able to make reasoned decisions regarding the affairs of your Estate, including sale or transfer of real estate, cars, bank accounts, and the like.
Address of Executor
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What are the names of two individuals and/or entities that you wish to act as Executor in the event your first Executor cannot act? You can name another family member, close friend, or the bank where you do most of your banking.
Phone Number of Client
*
Format: (000) 000-0000.
E-mail
example@example.com
Any specific items you want to be left to someone, and to whom?
In the event you pass leaving no spouse, children, or grandchildren, who do you want to leave your assets to? This can be a charity, for example.
Name, address, and phone number of any guardian of the person and/or estate for minor(s)? The Guardian of the Estate will serve as Trustee under the Trust that will be created in your will for the benefit of your children.
What is the approximate value of the client's estate?
Submit
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