Will Questionnaire Form

Will Questionnaire

How did you hear about our firm? *

Your Full Name (required)

Your Email (required)

Your Social Security #(required)


Your Spouse's Full Name

Your Spouse's Social Security #


Your Street Address (required)

Your City, state, zip


Contact Numbers

Home
Cell
Work


Number of Children ex: 3

Names / Birthdates


Who is to be Personal Representative (Executor) of your Estate?


Spouse?YesNoOther

Name Substitute

Name Trustee for any beneficiary under age 21:

Name Child Guardian of any beneficiary under age 21:

List Children / Grandchildren under age 21:


Describe How You Want to Dispose Of Your Entire Estate:
Typically entire estate left to surviving spouse, then to children (if married).

If any children predecease you, should their share of estate pass to their children?

YesNo


...or be distributed equally among your direct children only?

YesNo

Does Your Spouse Want a Mirror Will?

YesNo

Identify any differences you require, if any: