Last Will and Testament Questionnaire

Last Will and Testament Questionnaire

Complete this form to provide the information needed to draft your Last Will and Testament. Please answer all questions as accurately as possible.
NRS 240A Disclosure — Please Read Carefully

I, DEBORAH BARNHART, DOING BUSINESS AS DPS OF NORTHERN NEVADA, AM NOT AN ATTORNEY IN THE STATE OF NEVADA. I AM NOT AUTHORIZED TO GIVE LEGAL ADVICE OR LEGAL REPRESENTATION. I MAY NOT ACCEPT FEES FOR GIVING LEGAL ADVICE OR LEGAL REPRESENTATION.
Person Completing This Form

Tell us who is filling out this questionnaire so we can contact you. In the rest of this form, "you" and "your" mean the person making the Will, even if someone else is typing.
Your Full Name

First NameLast Name
Your Email Address
example@example.com
Your Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Your Role in This Matter
If Other, Please Explain Your Role
Best Way to Reach You
Full Name of Person Making the Will (Testator)

First NameMiddle NameLast NameSuffix
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
County of Residence
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Marital Status
Do you have an existing Will or Trust?
If Yes, Type (Will, Trust, or Both) and Date Signed
Spouse's Full Name

First NameLast Name
Do You Have Any Children (including adult, adopted, or stepchildren)?
Children or Dependents (full name and date of birth for each)
Executor's Full Name

First NameMiddle NameLast NameSuffix
Executor's Relationship to You
Executor's Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Executor's Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Alternate Executor's Full Name (optional)

First NameMiddle NameLast NameSuffix
Alternate Executor's Relationship to You (optional)
Alternate Guardian for Minor Children (full name and relationship)
Children & Guardianship

Answer these questions only if you have children.
Are Any of Your Children Under 18?
Are Any Children Stepchildren, Adopted, or Born Outside of Marriage? If yes, please list their names and explain.
Do You Want Stepchildren to Inherit the Same as Your Own Children?
Should Any Children Born or Adopted After You Sign This Will Be Included?
Other Parent of Your Minor Children (full name, and whether you are married to them)
Guardian's Contact Information (address and phone number)
Have You Asked This Person if They Are Willing to Serve as Guardian?
Should the Same Person Also Manage Money Left to Your Minor Children?
If Someone Else, Who Should Manage the Children's Money? (full name, relationship, phone)
At What Age Should Your Children Receive Their Inheritance Outright?
If Other, What Age?
Should Your Minor Children Be Kept Together if Possible?
Any Wishes for How Your Children Are Raised? (schooling, religion, activities, staying near family, etc.)
Is There Anyone You Do NOT Want to Have Custody or Guardianship of Your Children? (name and reason)
Alternate Executor's Address (optional)

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Alternate Executor's Phone Number (optional)
Please enter a valid phone number.Format: (000) 000-0000.
Guardian for Minor Children (full name and relationship)
Asset Inventory

List your assets in each category below. You may skip categories that do not apply.
Real Estate
Bank Accounts
Investments (stocks, bonds, retirement accounts, etc.)
Personal Property (vehicles, jewelry, collections, etc.)
Digital Assets (email, social media, online accounts)
Debts and Liabilities
Real Estate (address, type, estimated value)
Bank Accounts (bank name, account type, approximate balance)
Investments (type, institution, estimated value)
Personal Property (description and estimated value)
Digital Assets (e.g., email, social media, online accounts)
Debts and Liabilities (creditors, type, amount owed)
Do You Own a Business or Part of a Business?
Business Interests

Tell us about each business you own or have an ownership interest in.
Business Name
What Does the Business Do?
Type of Business
State Where the Business Is Registered
Leave blank if not registered or not sure.
Your Ownership Percentage (e.g., 100%, 50%)
Co-Owners or Partners (names and their ownership %)
Leave blank if you are the only owner.
Is There an Operating Agreement, Partnership Agreement, or Buy-Sell Agreement?
Who Should Inherit Your Share of the Business? (name and relationship)
Who Should Run or Manage the Business Short-Term if Something Happens to You? (name, relationship, phone)
Approximate Value of Your Share of the Business
An estimate is fine. Leave blank if unknown.
If You Own More Than One Business, List the Others Here (name, type, your ownership %)
Beneficiary Designations

List the people or organizations you wish to receive your assets.
Primary Beneficiaries (name, relationship, share or specific asset)
Contingent Beneficiaries (if primary cannot inherit)
Specific Bequests (gifts of specific items or amounts)
Anyone You Intentionally Wish to Leave Out (name and relationship)
Contingent (Backup) Beneficiaries
Specific Gifts (specific items or amounts to specific people)
Charitable Donations
Name

First NameMiddle NameLast NameSuffix
Charitable Donations (name of charity, amount or asset)
Pets (who should care for them, and any money set aside for their care)
Funeral and Burial Preferences
Special Instructions or Requests
Would You Also Like Help With Any of These Documents?
Witnesses, If Already Chosen (full name, address, phone)
NRS 240A Disclosure — Please Read Carefully

Please read the statement below and confirm that you understand.
Witnesses, If Already Chosen
I, DEBORAH BARNHART, DOING BUSINESS AS DPS OF NORTHERN NEVADA, AM NOT AN ATTORNEY IN THE STATE OF NEVADA. I AM NOT AUTHORIZED TO GIVE LEGAL ADVICE OR LEGAL REPRESENTATION. I MAY NOT ACCEPT FEES FOR GIVING LEGAL ADVICE OR LEGAL REPRESENTATION.
Your Full Name (acknowledging the disclosure above)

First NameMiddle NameLast NameSuffix
Today's Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

Last Will and Testament Questionnaire

NRS 240A Disclosure — Please Read Carefully

Person Completing This Form

Children & Guardianship

Asset Inventory

Business Interests

Beneficiary Designations

NRS 240A Disclosure — Please Read Carefully