Create A Will

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Personal Information

How to Reach you:

If you are married, provide your spouse’s full name:

If you have children, please list below:

First Child

Second Child

Third Child

Whom do you select as Executor (and alternate) of your estate?


Alternate

Does the value of your estate exceed $700,000?


If so, what is the approximate value?


Does your estate include real property? If so, where is it located? (County, State)


If you are married, do you plan to leave your entire estate to your spouse?

If not, please attach an addendum to this questionnaire detailing your wishes

If you have minor children and survive your spouse, who do you select to serve as Guardian (and alternate) for your minor children?


Alternate

If you have minor children, and survive your spouse, who do you select as Trustee (and alternate) to manage the estate you may leave to them?


Alternate

Assuming trust funds are established for minor children, at what age (or ages) do you wish trust funds to be distributed?

In the event you do not have a spouse or children, or you survive both your spouse and children, how do you want your property distributed?

Who do you select as agent (and alternate) to manage your finances if you are incapacitated and what is their relationship to you?

Who do you select as agent (and alternate) to make healthcare decisions if you are incapacitated and what is their relationship to you?

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