Will Questionnaire Will Questionnaire Basic Information Use your Full Legal Name * If you have no middle name only use your FIRST & LAST names Birth Date If unsure of the date, use the year born. Street Address City * State New Jersey New York Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Email Phone Marital Status * Single Married Divorced Widowed Do You Have Children * Yes NoSpouse Spouse Name * Spouse Address Same as Above Different Street Address City * State New Jersey New York Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Options for Spouse Leave everything to your spouse outright Leave everything to your spouse in a trust Have Spouse act as Sole Executor Create Second Will for Spouse Identical to this Will Disinherit: (You CANNOT disinherit your Spouse, unless Your Spouse Consents to it or there is a prenuptial agreement.). Alternate Executor for Spouse * Name an alternate executor in case your Spouse predeceases you, or is unable or unwilling to act as Executor for your Will. Frequently Asked Questions Place mouse over the questions for the answersWhy do I need a Will?When should I update my Will?Can I disinherit my Spouse?What is a Sweetheart Will?Why would I leave my estate in a trust for my spouse?Trustee Who would you like to name as a Trustee * Have Executor act as Trustee Name a person or multiple people as Co-Trustees Name a business entity as Trustee Name a Person and Business entity as Co-TrusteesYour spouse cannot be the Trustee of a trust she or he is the Beneficiary. Normally trusts only have one trustee, but if you choose you can name co-trustees. Business as Trustee * The Law Offices of Patel. Soltis, & Cardenas OtherOther Street Address City * State New Jersey New York Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Trustee(s) Trustee's Name * Trustee's Relationship to you * Add a Co-Trustee Remove this TrusteeName an Executor Who would you like to name as Executor and/or Co-Executors * A single person or multiple people to act as as Co-Executors Name a business entity as Executor Name a Person or People and a Business entity as Co-Executors Business as Executor * The Law Offices of Patel, Soltis, & Cardenas OtherOtherWhat does an Executor do?How much is an Executor paid?Can anyone be an Executor?Why would a business be named as an executor?Executor(s) Executor Name * Executor's Relationship to you * Examples: Spouse, Brother, Sister, Cousin, Friend, Son, Daughter, Niece, Nephew, Partner, Attorney Street Address City * State New Jersey New York Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Alternate Executor's Name Alternate - An alternate Executor will be used if the first named Executor(s) are unable or willing to act as Executor(s) Leave blank if you do not want to name an alternate Executor Alternate Executor's Relationship to you Examples: Spouse, Brother, Sister, Cousin, Friend, Son, Daughter, Niece, Nephew, Partner, Attorney Add a Co-Executor Remove this ExecutorChildren Do you want to name a guardian for your Children? * Yes No (Also check No if this does not apply) Would you like a trust created for your Minor Children? If Yes, what age should the bulk of the trust be awarded to the children? No YesYes If your child passes or has passed, would you like his or her share to go to your grandchildren by this child? * Yes NoCan I disinherit my children?What about step-children?Do I need to list all of my children?What about step-children?Can I name the Guardian and Trustee as the same person?Informatiom about each child. Child's Name Birth Date If unsure of the date, use the year born. Gender Male Female Street Address City * State New Jersey New York Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Is the child living? Yes NoThis is used, in case you want to allow for the Child's children to inherit in place of the Child. Disinherit this child? Yes NoThis is to specifically exclude a child from the will, so that they will inherit nothing. Add Another Child Remove This ChildChildren Guardian(s) Name of Guardian or Co-Guardians Street Address City * State New Jersey New York Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Name of Alternate Guardian or Co-Guardians Leave blank if you do not want to name an alternate Street Address City * State New Jersey New York Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Do you have any Pets that you want to set-up a trust for their care? * Yes NoPet Care Name of Pet * Amount to be placed in trust Name Pet Caregiver Have Executor name Pet Caretaker Name of Pet CaretakerName of Pet Caretaker Street Address City * State New Jersey New York Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Add Remove Do you want to give money or item to an individual or organization such as a charity? * Yes NoHow is my estate distributed? What can I not give away with my will? What are examples of specific gifts?Specific Gift(s) of Cash or Item(s) Individual or Organizations name to receive Item or cash * Item or Amount of Cash If the amount is to come from a specific account such as an IRA type: $700 from IRA For items identify them such as 1988 Ford Fiesta Street Address City * State New Jersey New York Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Do you want to Name an Alternate Benificiary if the Benificiary passes before you? No - Include in Residue of Estate YesYes Add another Gift Remove this GiftResidue of Estate Distribution of Residue of Estate * 100% to Spouse 100% To Children or their lineage divided equally Divide estate among Spouse, Children, individuals, classes of individuals and/or organizations Distribution of Residue of Estate * 100% To Children or their lineage divided equally Divide estate among Children, individuals, classes of individuals and/or organizations Name an Alternate Beneficiary for Residue of Estate prior to Wipe Out clause * No Divide estate among Children, individuals and/or organizations OtherOther Name an Alternate Beneficiary for Residue of Estate * No 100% to Children 100% to Spouse Divide estate among Spouse, Children, individuals and/or organizations Do you want to include a Wipe-Out Clause? Yes NoA wipe-out clause is used if no-one named in your will survives you, such as plane crash where you, your wife and children all die . Name individuals and/or organizations to divide the Residue of your Estate * Name individuals and/or organizations to divide the Residue of your EstateResidue Beneficiaries Name (Organization, Person, or Category like My Parents, or My Nieces and Nephews.) Shares of Estate Street Address City * State New Jersey New York Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Add antoher Beneficiary Remove this BeneficiaryAlternate Residue Beneficiaries Name (Organization, Person, or Category like My Parents, or My Nieces and Nephews.) Shares of Estate Street Address City * State New Jersey New York Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Add antoher Beneficiary Remove this BeneficiaryWipe-Out Clause Beneficiaries Name Organization A wipe-out clause beneficiary is normally a Charity to keep your estate going to the government in case your named beneficiaries predecease you. Shares of Estate Street Address City * State New Jersey New York Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Add additional Whipout Beneficiary Remove this BeneficiaryWhat is a Residue of an Estate?How does assigning shares work?What does '100% To Children or their lineage divided equally' mean? Do you want to provide instructions in your will for the disposition of your body, or do you have a plan that you want to reference? * Yes NoDisposition of your Remains - Burial Requests Do you have arrangements with a funeral home, cemetery or have other plans to attach to will seperatly? Yes No Would you like to include an additional instructions for your funeral? Yes NoOptions Burial Cremation OtherOther Specific Cemetery Funeral Home Specific Directions for Your Funeral Do I have to include instructions for my funeral?Is there a generic statement that I can use for the disposition of my body?Are you interested in a Power of Attorney, Living Will [Do Not Resuscitate Order] or Durable Healthcare Proxy [allows a person to make decisions concerning your healthcare if you cannot]? * Power of Attorney Durable Healthcare Proxy Living Will None Name of person for Power of Attormey Street Address City * State New Jersey New York Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip If you are human, leave this field blank.
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