Last Will & Testament Questionnaire

1. Choose the type of Will that best suits your needs:

          Single with children (includes children’s trust)
          Single without children
          Married with children (includes children’s trust)
          Married without children

2. Full Name of person for whom the will is being created (Person for whom Will is being created is known as the testator):

________________________________________________________________________________________________________

3. Full Address of person for whom the will is being created: __________________________________________________

________________________________________________________________________________________________________

4. If Married, Spouse’s Full Name: _______________________________________________________________________

5. Number of Children: _________

6. Children’s Names: _______________________    ___________________________   _______________________________


                                      _______________________     __________________________    _______________________________

7. Number of Grandchildren: _________

8. Grandchildren’s Names: _______________________    ___________________________    __________________________

                                                _______________________     __________________________     __________________________

                                                _______________________     __________________________   ___________________________

9. Distribution of Specific Gifts to beneficiaries (If more than one specific gift will be given, please repeat this format (a. through e.)

for each specific gift on a separate sheet of paper).

     a. Description of Specific Gift: ­­­________­­­________________­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­______________________________________________________

     b. Full name of beneficiary (person receiving gift): ___________________________________________­___________________

     c. Relationship of beneficiary to testator (ex. spouse, daughter, brother, friend): _______________________________________

     d. Full name of alternate beneficiary (goes to this person if primary beneficiary 
is unable to accept gift): ____________________

     e. Relationship of alternate beneficiary to testator (ex. spouse, daughter, 
brother, friend): ________________________________

10. Name(s) of Residual beneficiary or beneficiaries (these are the people who will receive the remainder of property in the estate that was not distributed specifically by the Will. If there is more than one residual beneficiary please specify the percentage to be given to each beneficiary. The residual beneficiary percentages should total 100%).

     a. Full Name of Residual beneficiary, their relationship to testator, and percentage (Ex. Joe Smith – Brother – 100%):

     _______________________________________________________________________________________________________

     b. Full Name(s) of Alternate Residual Beneficiary or Beneficiaries, their relationship to testator, and percentage 

         (ex. Mike Smith - Son - 50%; Sally Smith - daughter - 50%):
   

     _______________________________________________________________________________________________________

11. Executor of the Will
      The executor is the person that administers the Will. This involves valuing assets, paying debts, and distributing assets according to the Will.

     a. Full Name of Executor: ____________________________

     b. Relationship of Executor to testator: ________________

     c. Full Address of Executor: ___________________________________________

                                                 ____________________________________________

     d. Full Name of Alternate Executor: ___________________

     e. Relationship of Alternate Executor to testator: ________

     f. Full Address of Alternate Executor: _________________________________________

                                                                _________________________________________

12. Guardian of Children
      A guardian should be chosen for the purpose of providing a home and caring for the minor child or children.

      a. Full Name of Guardian: ______________________________________

      b. Relationship of Guardian to testator: ________________

      c. Full Address of Guardian: _________________________________________________

                                                  _________________________________________________

      d. Full Name of Alternate Guardian: ________________________________

      e. Relationship of Alternate Guardian to testator: _________________

      f. Full Address of Alternate Guardian: ___________________________________________

                                                                ____________________________________________

13. Children’s Trust
A children’s trust is set up for minor children who are not yet capable of safeguarding the property that is distributed to them. Having a trust will ensure the property is protected and managed by a trustee for the benefit of the minor child until the child reaches a specific age.

     a. Children’s age subject to children’s trust (ex. If children receiving property are 20 years of age or younger a trust will be set up for them):

     _________________________________________________

b. Children’s age at which children’s trust will end (ex. 21, 25, 30 years old or other age): ____________________________

c. Full name of children’s trust trustee (A trustee manages the assets put into the trust for the benefit of the beneficiaries):

___________________________________________________

d. Relationship of children’s trust trustee to testator: ___________________________________________________

e. Full address of children’s trust trustee: ___________________________________________________

                                                                  ___________________________________________________

f. Full name of children’s trust alternate trustee: ___________________________________________________

g. Relationship of children’s trust alternate trustee to testator: 
_____________________________________________

h. Full address of children’s trust alternate trustee: ___________________________________________________

                                                                                ___________________________________________________

Living Trust Questionnaire

1. Name of the Living Trust 

    If the trust is for an individual, the full name of the individual is used as the name of the trust, “Mary A. Smith Living Trust”.  If the trust is for a

    married couple, the name of the family is used as the name of the trust, “Smith Family Trust”): 

    ___________________________________________________

 2. Full Names of Persons creating the Living Trust (Grantors): ___________________________________________________

                                                                                                   ___________________________________________________

3. Date the living trust will take effect: ___________________

4. Names of all living children:  _______________________    ___________________________

 

_______________________     __________________________

 

5. Names of all living grandchildren:

 

_______________________    ___________________________

 

_______________________     __________________________

 

_______________________     __________________________

 

6. Name and Address of Successor Trustee (All property in the living trust is controlled by the grantor or grantors (the ones who set up the trust) while alive. After the death of the grantor(s) a successor trustee will take over the management of the trust for the benefit of the beneficiaries):

 

 ___________________________________________________

 

___________________________________________________

 

___________________________________________________

 

7. Name and Address of Alternate Successor Trustee:

 

 ___________________________________________________

 

___________________________________________________

 

___________________________________________________

 

8. Beneficiaries (If there is more than one beneficiary please specify the percentage to be given to each. The beneficiary percentages should total 100%. )

 

     a. Specifically Named beneficiaries, their relationship to   

     testator, specific terms of distribution, and the percentage of trust property  ,(Ex. Joe Smith – Brother – 100%):

 

     ________________________________________________

 

     ________________________________________________

 

Children Beneficiaries

A children’s trust is set up for minor children who are not yet capable of safeguarding the property that is distributed to them. Having a trust will ensure the property is protected and managed by a trustee for the benefit of the minor child until the child reaches a specific age.

 

     a. Children’s age to be subject to children’s trust (ex. If

     children receiving property are 20 years of age or younger a

     trust will be set up for them):

 

     _________________________________________________

 

     b. Children’s age at which children’s trust will end (ex. 21,

     25, 30 years old or other age):

 

     _________________________________________________


 

Pour Over Will Questionnaire

 

1. Full Name of person for whom the pour over will is being created (Person is known as the testator):

 

 ___________________________________________________

 

2. Full Address of person for whom the will is being created:

 

___________________________________________________

 

___________________________________________________


3. If Married, Spouse’s Full Name:

 

___________________________________________________

 

4. Name of the Living Trust (If the trust is for an individual, the full name of the individual is used as the name of the trust, “Mary A. Smith Living Trust”.  If the trust is for a married couple, the name of the family is used as the name of the trust, “Smith Family Trust”): 

 

5.  If Minor Children, Guardian of Children

A guardian should be chosen for the purpose of providing a home and caring for the minor child or children.

 

     a. Full Name of Guardian: ___________________________

 

     b. Relationship of Guardian to testator: ________________

 

     c. Full Address of Guardian: __________________________

 

     _________________________________________________

 

     d. Full Name of Alternate Guardian: ___________________

 

     e. Relationship of Alternate Guardian to testator: ________

 

     f. Full Address of Alternate Guardian: __________________

 

     _________________________________________________


 

Financial Durable Power of Attorney Questionnaire

 

1. Name and Address of Person Granting Power of Attorney:

 

___________________________________________________

 

___________________________________________________

 

___________________________________________________

 

2. Name and Address of Person appointed as Power of Attorney:

 

___________________________________________________

 

___________________________________________________

 

___________________________________________________

 

3. State whose laws will govern the powers granted:

 

___________________________________________________


 

Healthcare Durable Power of Attorney Questionnaire

 

1. Name and Address of Person Granting Power of Attorney:

 

___________________________________________________

 

___________________________________________________

 

___________________________________________________

 

2. Name and Address of Person appointed as health care representative:

 

___________________________________________________

 

___________________________________________________

 

___________________________________________________

 

3. State whose laws will govern the powers granted:

 

___________________________________________________


 

Living Will Questions

 

1. Name of Person Making Living Will

2. State whose laws will govern the living will

3.

4.

 

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