Will Questionnaire
Probably the easiest thing to do is print out this form for each will. So, if you and your spouse want wills, print two forms. Fill out the form completely. If you skip anything, I’ll just have to call and bug you later! When completed, fax it back to me at 770-874-2913. You may also scan it in and email it to Lisa(a)LisaBBlackstone.com
QUESTIONNAIRE FOR LAST WILL AND TESTAMENT
1. Your full name: _____________________________________________________________________
Home Address: _____________________________________________________________________
2. How to reach you:
Home phone_____________________
Cell phone _____________________
Work phone _____________________
Fax number _____________________
E-mail ____________________________________________________________
3. Your spouse’s full name:________________________________________________
4. Do you have children?__________ If so, please list below:
a._______________________________________________ Date of Birth___________
b._______________________________________________ Date of Birth___________
c.________________________________________________ Date of Birth__________
d.________________________________________________ Date of Birth__________
(If more than 4 children, add another sheet.)
5. Whom do you select as EXECUTOR and SUCCESSOR EXECUTOR of your estate? This person must carry out the directions in your will, dispose of the property, collect debts, adjust claims and distribute the assets of your estate. Once done, their duties expire.
Executor:__________________________________________________________________
Name Relation County City State
Alternate:__________________________________________________________________
Name Relation County City State
6. Does the value of your estate exceed $2,000,000?_______
If so, what is the approximate value?___________________________
7. Does your estate include real property? If so, where is it located? (County, State)
________________________________________________________________________
________________________________________________________________________
8. Do you plan to leave your entire estate to your spouse? _________ If not, please attach an addendum to this questionnaire detailing your wishes, which should include charity donations, gifts of personal property, etc.
9. Assuming you and your spouse are both deceased, whom do you select to serve as Guardian and Successor Alternate for your minor children? This person will raise your children.
Guardian:________________________________________________________________
Name Relation County City State
Alternate:________________________________________________________________
Name Relation County City State
10. Whom do you select as Trustee and Alternate for your minor children? Your Trustee will manage the money left in trust to your children for their support, maintenance and education. This may or may not be the same person as the Guardian.
Trustee: _________________________________________________________________
Name Relation County City State
Alternate:________________________________________________________________
Name Relation County City State
11. Assuming trust funds are established for any minor children, at what age (or ages) do you wish trust funds to be distributed? I often suggest 1/3 at 25 years old, 1/3 at 30 years old and the remaining at 35 years old. Children are different and you may decide on any payout that you feel is appropriate for your own. ________________________________________________________________________
12. In the event your spouse and your children do not survive you, how do you want your property distributed? This is a very unlikely situation, but worth giving some thought to. ________________________________________________________________________
________________________________________________________________________
13. Do you want a Financial Durable Power of Attorney?_____ (This allows you to select someone to make financial decisions for you in the event you are incapacitated.) If so, whom do you select as your agent?
Agent: ___________________________________________________________________
Name Relation County City State
Alternate:_________________________________________________________________
Name Relation County City State
14. Do you want a Healthcare Durable Power of Attorney?_____ (This allows you to select someone to make decisions governing your health in the event you are incapacitated. If so, whom do you select as your agent?
Agent: _________________________________________________________________________
Name Relation County City State
Alternate: ________________________________________________________________________
Name Relation County City State
Please feel free to add any additional information you think is relevant to your will.
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
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