Fort Belvoir Will Questionnaire
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10FORT BELVOIR WILL QUESTIONNAIRE
Information. All information provided in this form is confidential, and your attorney will
return this form to you at the conclusion of your appointment. This form should be
retained and stored with your will and other documents. If you are married, and your
spouse desires to have a will prepared that is similar in content to yours, you need to
only complete one form. Please bring the completed questionnaire to your
appointment.
Estate planning creates a process under which your property and assets are given to
others upon your death. It may also include the preparation of documents that permit
others to make financial and medical decisions for you in the event you become
incapacitated. Every estate plan is different, but most include a will, an advanced
medical directive, and various powers of attorney.
Insurance. Your estate plan should account for life insurance (especially SGLI),
government benefits (especially the death gratuity) and other types of assets (such as
jointly-owned bank accounts and real estate) that automatically pass to your designated
beneficiaries upon your death. Pending your appointment with our office, we
recommend that you update your DD Form 93, Record of Emergency Data, to designate
beneficiaries to your $100,000 death gratuity.
Trusts. If you have minor children or other beneficiaries that are not yet ready to
manage assets on their own, you may want to include a trust in your will that allows you
to designate a person to look after your beneficiary’s assets until your beneficiary is able
assume sole ownership and control of the assets, at an age that you consider
appropriate. If you have children from a prior marriage or relationship, you should
discuss “pre residuary trust” options with your attorney. These trusts ensure that your
children from prior relationships will obtain your intended gifts. Your will should also
name guardians for your minor children in the event you die while your children are
young. Please be sure to discuss special life insurance options with your attorney when
leaving life insurance money to minors. Your attorney can advise you on whether you
should pay your life insurance through your will, or whether it might be better to use a
statutory trust, such as the Uniform Transfer to Minors Act (UTMA).
Taxes. For estates over a certain dollar value (which changes every few years), state and
Federal taxes can come close to 50%. With proper estate planning, we can help
eliminate those taxes through special trusts in your will. Therefore, please carefully
estimate the net value of all of your property, including life insurance and jointly-owned
assets, as this information is crucial in providing you good advice.
Process. In most cases, we can prepare and execute your will and POAs in one
appointment. Please note that our regulations require our office to supervise the
execution of your will. If you are deploying, please let us know of your departure date.
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