Will Worksheet

Will Worksheet

Please complete and submit prior to your scheduled consultation. A $100.00 CONSULTATION FEE will be collected by a member of our staff when you arrive at our office location.

PRIVACY ACT STATEMENT: AUTHORITY: 5USC 552a, PRINCIPAL PURPOSE: To assist in the drafting of wills. ROUTINE USE: This confidential data will be used to prepare the will, with no dissemination outside the office. DISCLOSURE IS VOLUNTARY.

Current Address
Current Address
City
State/Province
Zip/Postal
Marital Status
Military Status
Instructions Upon Death

Children

PERSONAL REPRESENTATIVE/EXECUTRIX

Who do you want as your personal representative (or in some states “executor”) to gather the assets of your estate, pay off your creditors, and distribute the remainder to your beneficiaries?

Estate Value

An estate over the amount of $1,500,000.00 is considered a complex estate.
Is the estimated value of your estate (including the value of life insurance policies) $1,500,000.00 (per person)?

Property

Do you own (check all that apply)?
If yes, do you want these items?

Real Estate

Personal Property

Cash

$
$
$

Beneficiaries

Primary Beneficiaries: To whom do you want to leave your residuary estate (everything left that you own)?
$
$
$
$
$

PROPERTY MANAGEMENT FOR MINORS

If a minor became the beneficiary of your estate, your personal representative or guardian will manage the property and give the remainder to that beneficiary at the age you select from the four options below.
Beneficiary will receive the remainder at age

GUARDIANS

If your children are minors when you die, and the other natural parent is not alive or cannot act as guardian, you may appoint someone to act as legal guardian of the children. You can appoint guardians.

HEALTHCARE CONSIDERATIONS - Agent Designation

Who do you wish to designate as your agent to make health care decisions for you if you become incapacitated?

Living Will

Do you want a Living Will (permits you to express your wishes regarding resuscitation and life maintaining measures in the event you later become incapable of communicating your desires)?

Organ Donation

Is your agent authorized to donate your organs for transplants?
If you answered yes, do you wish to limit your donation to transplant only rather than for any medical, educational or scientific purpose?
Do you have a particular wish to die at home rather than in a hospital?

FUNERAL ARRANGEMENTS

Would you like to include your wishes regarding funeral arrangements in your will?