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Form #647

Last Will and Testament Questionnaire

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Last Will and Testament Questionnaire - Free Legal Form

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LAST WILL AND TESTAMENT QUESTIONNAIRE

 

Privacy Act Notice:  AUTHORITY:  10 U.S.C. § 8012, EO 9397; PRINCIPAL PURPOSE:  To collect data on you to assist your lawyer in drafting your will.  It will not be disseminated outside the legal office and is considered confidential. ROUTINE USES:  See principal purpose; DISCLOSURE IS VOLUNTARY:  You are not required to complete this form; however, your failure to do so may mean the legal office cannot provide you with a will.

 

Date of appointment with attorney:_________________________

 

Personal Data:

 

1.  Full Name:_____________________________________________________________Male____/Female____

                                First                       Middle Name                    Last

Address:_____________________________________________________________________________________

Are you a U.S. Citizen? ___Yes   ___No  

Do your assets, including Life Insurance, total more than $500,000? ___Y___N

Do your assets, including Life Insurance, total more than $1,000,000? ___Y___N

Note:  If your assets, including life insurance policies, now exceed or are soon expected to exceed $1,000,000, you may advised to discuss your estate-planning options with a civilian attorney who specializes in that field.

 

2.  State of Legal Residence: ________________________ . This is the state listed on your leave and earning statement (LES).

3.  Military Status: ____Active/____Retiree/____Dependent/____Guard/Reserve

4.  Marital Status: ___single/___married/___divorced/___pending divorce/___divorced & remarried/___widow(er)

   If married, spouse’s full name: ________________________________ Is spouse a U.S. Citizen? ___Yes ___No

Were you previously married? ______Yes  ______No

5.  Children: Do you have children? __Y__N  If yes, use the following codes to indicate status of children: N=natural;

S=stepchild; A=adopted.  Do you wish to treat adopted/stepchildren the same as natural children? __Y__N

   FULL NAME (Including full middle name)                                          Sex                         Age                        Status

 

 ___________________________________________________________________________________________

 ___________________________________________________________________________________________

 ___________________________________________________________________________________________

 ___________________________________________________________________________________________

 

Spouse and Child Beneficiaries:

 

6.  If married, do you want all of your real estate and personal property to go to your spouse?  ____yes ____no

7.  If you are not married or your spouse does not survive you, do you want all of your real estate and personal property to go to your children?  ____yes ____no

 

8.  If any child is under the age of 18, at what age do you want them to receive their share of the estate:  ______

9.  Do you want to give your Executor to have control/discretion on when and how to distribute a minor child’s inheritance?  ___ Yes  ___ No   By answering no, you may create a Trust that can have additional requirements and expenses.

 

10.  If no, who do you wish to exercise that control?  _________________________ Relationship:  _________________

11.  If any of your children do not survive you, do you want his or her potential share of your inheritance to pass to his or her children (your grandchildren)?         ____yes ____no

 

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.  Do you wish to make a specific cash bequest? ___Y___N (If yes, please list:)

Name                                    Relationship                                      City/State                                    Amount

___________________________________________________________________________________________

18.  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

19.  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

20.  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)

 

21.  Are you interested in a Living Will or Durable Health Care Power of Attorney (ask your attorney about these)? ______

 

22. Are you interested in a “springing” Durable General Power of Attorney (one which will survive incapacitation)? ______

Contributed by
Asian Investment Advisers
 
Name of Firm Asian Investment Advisers
Total Forms Contributed 61
 

See All Asian Investment Advisers's Forms
 

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Last Will and Testament
Investor Questionnaire
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PURCHASER REPRESENTATIVE QUESTIONNAIRE
Government Pension Questionnaire

Terms Of Use

Submissions to this site, including any legal or business forms, posts, responses to questions or other communications by contributors are not intended as and should not be construed as legal advice. You are strongly encouraged to consult competent legal council before engaging in any action based upon content contained on this site.

These downloadable forms are only for personal use. Retransmission, redistribution, or any other commercial use is prohibited. This includes reposting forms from this site to another site offering free legal or other document forms for download.

Please note that the donator may have included different usage terms regarding this form, and you agree to abide by these terms. It is highly recommended that you have a licensed attorney review any legal documents for which you are searching in order to make sure that your needs are being properly and completely satisfied.

Your use of this site constitutes your acceptance of our terms of use and your agreement to hold this site, its officers, employees and any contributors to this site harmless for any damage you might incur from your use of any submissions contained on this site. If you do not agree to the above terms, please do not proceed.

These forms are provided to assist business owners and others in understanding important points to consider in different transactions. They are offered with the understanding that no legal advice, accounting, or other professional service is being offered by these documents or on this website. Laws vary in the different states. Agreements acceptable in one state may not be enforced the same way under the laws of another state. Also, agreements should relate specifically to the particular facts of each situation. Therefore, it is important to consult legal counsel whenever utilizing these forms. The Forms are not a substitute for legal advice YourFreeLegalForms.com is not engaged in recommending or referring members on the site or making claims about the competence, character or qualifications of its participating members.
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