Last Will And Testament Worksheet printable pdf download

Last Will And Testament Worksheet

LAST WILL AND TESTAMENT WORKSHEET

Please fill out this form as best as you can. If you have any questions, please call feel free to call our

office at 402-477-2233.

Name:

DOB:

Spouse:

DOB:

Address:

City/State/Zip Code

Home Phone:

Work Phone:

Cell Phone:

E-mail address:

Social Security Number:

Name(s) of Child(ren), Address, Phone Number and Date of Birth:

After spouse and children, who should receive property:

Designated Gift list:

yes

no Where kept: Attorney; ______ Other:

First Personal Representative: Spouse: _____; Other:

Second Personal Representative and address:

If a Guardian needed – Name and Address:

Secondary Guardian – Name and Address:

Charitable Bequests:

Durable Power of Attorney:

Husband to Wife or

____ Yes

Husband to

____ Yes

Wife to Husband or

____ Yes

Wife to

____ Yes

Health Care Power of Attorney:

First (Name):

Second (Name):

Living Will:

____ Yes

____ No

If you wish to have a trust, please complete the following:

Name of Trust:

Age to Pay Out Trust:

Trustee (Name and Address):

Secondary Trustee (Name and Address):

Financial Planner:

Life Insurance:

You should have in mind the value of your estate (assets and liabilities). If you have a financial sheet,

please provide it.

Jim Cada, Ed Hoffman & Linda Jewson

Cada, Cada, Hoffman & Jewson

1024 K Street

Lincoln, NE 68508

Rev 2.27.15

Last Will And Testament Worksheet

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