Personal Information

Full Names, Address, and Birth Dates of Children

Proposed Executors
Executors and Trustees are Persons who administer the estate.

Full names and addresses of proposed Executors and Trustees:

Full names and addresses of alternate Executors and Trustees if above should not be alive:

Proposed Custodian
The Custodian would be the guardian of your children should you die.

Proposed Custodian of children:

Proposed Alternate Custodian:

Distribution of Estate

Proposed Distribution: Names of beneficiaries (complete names and addresses of charitable institutions) and amount of bequest or item to be bequeathed:

Residue of Estate (Balance of estate after debts paid):

Alternate Distribution: Names of beneficiaries (if persons above are not living at the time of your death):

Age of children and grandchildren to receive bequest:

Special Funeral Instructions

Cremation

	yes
	no

Location of Previous Will

Other information which may be relevant to be discussed at the interview.

Previous Marriages

Marriage Contracts

Note: This form is designed for a single person or a couple who have the same instructions. If the couple have different instructions, please use a separate page for each person to provide the information.

Continuing Power of Attorney
for Property Questionnaire

Because of a problem with spam, you cannot submit forms directly from my site. I would ask that you complete the form, then print and bring it with you to your appointment. You may also fax the form to me beforehand, or you may scan and email it to me.