Get Wessels & Dixon Pc Client Will Questionnaire

Completing the Wessels & Dixon PC Client Will Questionnaire online is an important step in planning your estate. This guide will provide clear, step-by-step instructions to help you navigate the form with confidence, ensuring that you capture all necessary information.

Follow the steps to successfully complete the questionnaire.

1. Click ‘Get Form’ button to access the questionnaire and open it in your preferred digital format.
2. Begin filling out the 'Client Info' section. Enter your full name, address, contact numbers, email, social security number for the Durable Power of Attorney, and date of birth. Indicate if you are a member of a legal plan and provide the corresponding case and member ID numbers if applicable.
3. Proceed to the 'Children' section. You can enter details for up to five children. For each child, provide their name, whether they are under 18, their address, and email address.
4. In the 'Property Guardian' section, identify the individual who will serve as the financial guardian for your minor children. Provide their contact information and an alternate if necessary.
5. Next, complete the 'Personal Guardian' section. Indicate if the personal guardian is the same as the property guardian and provide their details if different.
6. Complete the 'Trust Distribution' section by naming your trustee and specifying the distribution plan for trust funds, including ages, purposes, and amounts.
7. Fill out the 'Executor' section. Name your personal representative for your estate and an alternate, providing their contact details.
8. Move on to the 'Beneficiary' section. Depending on your marital status, indicate your intentions for your estate distribution. List beneficiaries and any gifts or devises.
9. In the 'Financial/Durable Power of Attorney' section, specify the agent authorized to make financial decisions in case of incapacity.
10. Complete the 'Advanced Healthcare Directive' with details about your healthcare agent and treatment preferences.
11. Lastly, use the 'General Notes' section for any additional information or instructions you wish to include.
12. Once you have completed the form, ensure all information is accurate, then save changes, download, print, or share the form as needed.

Take the first step in your estate planning by completing the questionnaire online today.