Beneficiaries if there is a Will
Beneficiary #1
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Relationship to Deceased:
Date of death (if applicable)
-
Month
-
Day
Year
Date
Add a second beneficiary
Beneficiary #2
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Relationship to Deceased
Date of death (if applicable)
-
Month
-
Day
Year
Date
Add a third beneficiary
Beneficiary #3
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Relationship to Deceased
Date of death (if applicalbe)
-
Month
-
Day
Year
Date
Add a fourth beneficiary
Beneficiary #4
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Relationship to Deceased
Date of death (if applicable)
-
Month
-
Day
Year
Date
Add a fifth beneficiary
Beneficiary #5
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Relationship to Deceased
Date of death (if applicable)
-
Month
-
Day
Year
Date
Submit
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