Estate Planning And Will Information Form (Page 7 of 7) in pdf

Estate Planning And Will Information Form Page 7

Do you wish to make any specific bequests in your will other than by a list provided

in your will?

_______________________________________________________________________

Do you have a safe-deposit box?_________ If so, where?_______________________

Do you expect any inheritance in the near future?_____________________________

If so, please give details:___________________________________________________

Do you have any other assets of any kind, such as business interests?__________. If

so, please list: ___________________________________________________________

________________________________________________________________________

Are you interested in preparing a Power of Attorney granting another person the

power to act on your behalf to manage your assets and pay your bills if you become

incompetent or unable to sign your name?___________________________________

Are you interested in preparing a Health Care Declaration (“living will”) stating

your preferences for health care if you are in a terminal condition?______________

Estate Planning And Will Information Form Page 7