Questionnaire WILL INFORMATION SHEET

Family Law Attorneys, Probates and Wills, Personal Injury Attorneys - Currier & Martin > Questionnaire WILL INFORMATION SHEET

Full Legal Name*
First Last
Address
Phone Numbers:
Home
Work
Email Address
Your State of residence
Your County of residence
Citizenship
Spouse’s full legal name, if any
Spouse’s Address
Full legal name(s) of children with date of birth and address:
Child 1
Name
Age
Address
Child 2
Name
Age
Address
Child 3
Name
Age
Address
Child 4
Name
Age
Address
Number of deceased children
Full legal name(s) of grandchildren with date of birth and address if to be include in Will:
Grandchild 1
Name
Age
Address
Grandchild 2
Name
Age
Address
My designated beneficiary(s) (person(s) inheriting) (list additional on back):
Name
Address
Name
Address
Name
Address
Any separate gifts of cash, personal property or real estate
Any debts you would like to forgive
An alternate beneficiary:
Name
Address
Full legal name and address of Executor:
Name
Address
Full legal name and address of an Alternate Executor:
Name
Address
Full legal name and address of Guardian to be responsible for the person and property of any minor children until reaching the age of 18:
Minor’s Name
Guardian’s Name
Guardian’s Address
Full legal name and address of an Alternate Guardian:
Guardian’s Name
Guardian’s Address
If a trust is to be established full legal name of Trustee (or Co-trustees):
Full Legal Name
Address
Alternate Trustee:
Full Legal Name
Address
Trusts for property or money for children to be distributed from age 18 to 30 and terms for its disbursement
The priority order for payment of your bills
List of anyone you wish to disinherit
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Glossary:

Executor: Short term responsibilities at death to accumulate assets, make claims, pay debts and distribute
assets to designated beneficiaries.
Guardian: Permanent responsibility to physically care for minor children.
Trustee: Permanent responsibility to manage financial matters and distribute money as needed for children
and/or guardian during the life of any trust.

Questionnaire WILL INFORMATION SHEET

Full legal name(s) of children with date of birth and address:

Full legal name(s) of grandchildren with date of birth and address if to be include in Will:

My designated beneficiary(s) (person(s) inheriting) (list additional on back):

An alternate beneficiary:

Full legal name and address of Executor:

Full legal name and address of an Alternate Executor:

Full legal name and address of Guardian to be responsible for the person and property of any minor children until reaching the age of 18:

Full legal name and address of an Alternate Guardian:

If a trust is to be established full legal name of Trustee (or Co-trustees):

Alternate Trustee:

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