Last Will And Testament Questionnaire (Page 2 of 2) in pdf

12. Do any of your children or other beneficiaries have either a physical or mental disability?

____yes ____no

Contingent Beneficiaries:

13. If your spouse and children die before you die, or you are unmarried or have no children, or you want your

property distributed in a way different from that described above, you may designate other or additional

beneficiaries below: IF YOU NEED MORE ROOM ATTACH AN ADDITIONAL SHEET

FULL NAME

Relationship City & State

Distribution

First

Middle

Last

All or share (%)

____________________________________________________________________________________________

Other Property:

14. Do you have a farm or family-owned business? ___Y___N

15. Are you the beneficiary of any Trust? ____ Do you hold any powers of appointment? ____ Not sure? _____

16. Do you own real estate that will be distributed by this will? ___Y___N

17. Executor/Personal Representative: Whom do you wish to serve as executor of your estate? Your Executor

is the person who will be responsible for gathering and distributing your assets and filing your will in probate after

your death. This person has administrative duties only and must distribute your estate in accordance with your

will. A surviving spouse is not automatically appointed.

Primary: ___________________________________________________________________________________

Full Name

City/State of Current Residence

Relationship

Alternate: __________________________________________________________________________________

Full Name

City/State of Current Residence

Relationship

18. Guardian: Do you wish to appoint a guardian of your minor child(ren) if the other natural parent is not alive

or for any reason cannot act as guardian? __Y___N A guardian must be 18 years of age or older. This person will

have actual physical custody and control of the minor children until they reach age 18.

Primary Guardian: _________________________________________________________________________________

Full Name

City/State of Current Residence

Relationship

Alternate Guardian: ________________________________________________________________________________

Full Name

City/State of Current Residence

Relationship

19. Trusts: If you have minor children who may receive property under your will, you can set up a trust in your

will to place the property under the control of a trustee, for the benefit of your child(ren) until they have reached an

age you designate.

Primary: ________________________________________________________________________________________

Full Name

City/State of Current Residence

Relationship

Alternate: ________________________________________________________________________________________

Full Name

City/State of Current Residence

Relationship

Age when property should be distributed to each child: _____ (At least 18 in most states)

20. Are you interested in a Living Will or Durable Health Care Power of Attorney

? ______

(ask your attorney about these)

21. Are you interested in a “springing” Durable General Power of Attorney

? ______

(one which will survive incapacitation)

Last Will And Testament Questionnaire Page 2

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