WILL AND TESTAMENT QUESTIONNAIRE
What is your full legal name?
What is your Email address?
Solutions Network ID# if applicable
What is your residence address?
What is your Spouse's full legal name?
Names of any and all Children Born or Adopted
Names, Genders and Birthdate of all Living children.
Grandchildren, if any.
Please provide the name and address of your Personal Representative (Executor)
who will carry out the instructions contained within your will:
Please provide the name and address of an Alternate Representative who will
will if the Personal Representative is unwilling or unable to serve in that
you have minor child(ren), and wish to appoint a legal guardian for them,
the name of a person and an alternate person who is to be appointed the
of the minor child(ren)
In the even of a legal dispute, briefly describe why these Guardians are
for the responsibility.
What are the full legal names of the minor child(ren):
Please list in detail in what manner your estate will be distributed, examples
not limited to the following: (any real property, personal property, insurance
bank account proceeds, retirement/pension funds, (with
account Numbers), vehicles, etc...), and the full
name of the person(s) who will be receiving said property plus, their
relationship to you:
the event a particular beneficiary does not survive you-- to whom should that
person's share go? i.e John smith's portion goes to his sister
In your will are there any debts that you want to have cancelled so that your
heirs can not pursue them? If so, who is the debtor and the nature of
the debt that is to be forgiven.
Do you want to designate specific assets from which your debts and expenses
will be paid? If so, designate the assets to be used to pay said debts.
How do you prefer to handle the issue of death taxes-- if relevant?-- Due
to changes in tax law most people do not owe these sorts of taxes.
Pay them from all property They
will be paid proportionally from each asset.
Use specified assets-- What assets do you want used to pay any
federal and state death taxes? Enter a precise description of each one in the
order you want them used.. i.e. Use all money in abc savings account:
then sell my stocks in GBC Corp, etc...
If you don't specify how your taxes will be paid, they will be paid
according to your state's law.
it! You're Done.
From the information that you have provided, we will draft within 48 - 72
business hours your will according to your wishes and mail to you in PDF
format immediately upon completion.
Occasionally, in the course of events, the answers given to the above form
create ambiguities. If this occurs in the processing of your will, you
will be immediately Emailed for any needed clarification and/or direction.
Remember, at the All Solutions
Network, we are real people solving
real problems. If you have any questions the answer is always
as close as your phone 916 532-3795 or your email. firstname.lastname@example.org
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