Will Intake

LAST WILL & TESTAMENT INTAKE
Date of Birth

MonthDayYear
Date
Full Legal Name
Address
Phone Number
Email Address
example@example.com
2. Marital & Family Status Marital Status: Single [ ] Married [ ] Divorced [ ] Widowed
Spouses Full Legal Name if applicable
Do you have children? Yes No
If yes list names and dates of birth

MonthDayYear
Date
Relationship to You
Primary Executors Full Name
Address
Phone Number
Alternate Executor's Name (optional):
Address
Relationship to You
Phone Number
4 Guardianship
Address
Relationship
Name of Guardian
Address
Relationship
Alternate Guardian
Please list who should receive your assets and/or property.
Relationship
Beneficiary Name
Relationship
Beneficiary Name
Relationship
Beneficiary Name
Specific Gifts
Would you like to leave specific gifts? If yes, Recipient's Name
Item Description
Recipients Name
Do you want to leave any donations to charities? [] Yes [ ] No
Charity Name
Amount or Item
Type a question
Who should receive your residual estate?
Names
Address
7. Funeral & Burial Instructions

Do you have any preferences? (e.g. cremation, burial, ceremony type):
Any specific instructions
Do you want to disinherit anyone
Any special instructions not covered above?
Should be Empty:

LAST WILL & TESTAMENT INTAKE