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 or dependents?
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)
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 (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)
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)
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.
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

Asset Inventory

Beneficiary Designations

NRS 240A Disclosure — Please Read Carefully