Will Questionnaire
Name(s):
Address:
Telephone Number:
Social Security Number (optional on Will):
Are you married? [ ] Yes [ ] No
Is this your first marriage? [ ] Yes [ ] No
Do you have an existing marital property (or prenuptial or postnuptial) agreement?
[ ] Yes [ ] No
Do you have children (including adopted)? [ ] Yes [ ] No
Names:
The following children are not of this marriage:
N/A
The following children have passed away:
N/A
If a beneficiary is deceased when your will is administered, would you want that beneficiary’s child(ren) to receive his/her share or have it go to the remaining beneficiaries in equal shares?
[ ] Decedent’s children receive decedent’s share
[ ] Go to your remaining beneficiaries (i.e. your children)
What is the approximate value of your GROSS estate (includes all assets — life insurance, pension, trust assets, 401K accounts, IRA accounts, bank accounts, real estate, etc.):
If total value of your gross estate is under $1,000,000, a basic will is most likely appropriate for you. If the total of your gross estate exceeds $1,000,000, you may want to have consultation on how to more effectively distribute assets and protect against estate taxes upon death.
Real Estate:
Life Insurances:
Pension/IRA/401K:
Cash Accounts:
Expected inheritances:
Trust Assets:
Miscellaneous Assets:
Other:
TOTAL:
Personal Representative
Who do you wish to be your Personal Representative (person to handle administration of your estate and distribute assets, etc.)? Name the primary person and then name one or two alternate people (in case the first person cannot act).
Name(s):
Relationship:
City/State:
Name(s):
Relationship:
City/State:
Name(s):
Relationship:
City/State:
Guardian for Minor Children
A guardian is necessary for your minor children if you die while any of your children are under the age of 18 and their other parent is not alive or not able to take them.
[ ] Same as above, or nominate others below:
Name(s):
Relationship:
City/State:
Name(s):
Relationship:
City/State:
Name(s):
Relationship:
City/State:
Trustee for Children’s Trust
If you pass prior to your children being an age you designate for them to receive their inheritance (e.g. 18, 25, 30, etc.) your estate can go into a Children’s Trust. Who should oversee those funds until the children reach the age(s) you designate?
[ ] Same as above, or nominate others below:
Name(s):
Relationship:
City/State:
Name(s):
Relationship:
City/State:
Name(s):
Relationship:
City/State:
What age or ages would you allow your children to receive their inheritance? Money will be available in trust for payment of college expenses, etc. E.g. half at age 25, remaining balance at 30 years.
Age(s):
How you would like your assets distributed upon death:
If passing to more than one person, please make note if it is in equal shares or specify each person’s share by using a percent (%).
Note: Assets such as life insurance, pensions, and any asset titled in Joint tenancy with right of survivorship does not pass through your will. They pass directly upon your death. We can suggest changes to your beneficiary forms if using a Children’s Trust to have all assets pass to the Children’s Trust.
All to spouse, then children if spouse dies before me or at same time.
[ ] ½ to spouse and ½ to children from prior marriage (will not apply to home if joint)
[ ] All to children equally and to their children if my child dies before me.
[ ] Other (charities, etc.)
Please check any other special circumstances that exist and explain:
[ ] Disabled children/beneficiaries:
[ ] Relatives who may challenge your will or state of mind
[ ] Concern about liability/creditors upon death:
[ ] Undue influence exerted to create will/name beneficiaries:
[ ] Concern about how to title assets:
[ ] Concern how assets pass upon death:
Other Information, Special Circumstances, Requests, Questions, or Concerns: (please describe).
** If you also wish to have power of attorney documents prepared, please continue below:
[ ] Power of attorney for health care.
Health Care Agent
If having a Power of Attorney for Health Care prepared, who do you wish to be your Health Care Agent (name two individuals – one as primary agent, one as alternate)?
Name:
Address:
City/State:
Telephone Number:
Relationship:
Name:
Address:
City/State:
Telephone Number:
Relationship:
[ ] Power of attorney for finances.
Financial Power of Attorney
If having a Power of Attorney for Health Care prepared, who do you wish to be your Financial Power of Attorney (name two individuals – one as primary agent, one as alternate)?
Name:
Telephone Number:
Social Security Number:
Relationship:
Name:
Telephone Number:
Social Security Number:
Relationship:
