Get Legal Shield Will Questionnaire

Filling out the Legal Shield Will Questionnaire is an important step in preparing your Last Will and Testament. This guide provides clear instructions to help you navigate the form efficiently and ensure your wishes are accurately documented.

Follow the steps to complete the Legal Shield Will Questionnaire.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your full name, including any other names you have been known by, along with your membership number, age, date of birth, and citizenship status. This information is essential for identifying you in the legal process.
3. Provide your current residence details, including your street address, city, county or parish, state, and ZIP code. You will also need to enter your home and work phone numbers for contact purposes.
4. If you are married, fill in your spouse's full name, date of birth, and details of your marriage, including the date and place of marriage.
5. Indicate whether you and your spouse have a prenuptial agreement. If applicable, attach a copy with any filing data.
6. If either you or your spouse has been divorced, provide the relevant dates and details relating to the divorce judgment.
7. Describe any trusts or gifts made through trusts if applicable, or proceed to the next question if not.
8. List any expected inheritances, detailing from whom and how much, if applicable.
9. For each living child, adopted or biological, provide their full names, dates of birth, and indicate if they are children of your current marriage.
10. If applicable, provide details for deceased biological or legally adopted children and their children.
11. Indicate if you have stepchildren and whether you wish for them to be treated the same as your natural children.
12. List your grandchildren if applicable with their names and living status.
13. If any beneficiaries have special needs, provide details to accommodate their circumstances.
14. Identify the person you wish to act as guardian for your children and any alternate, if necessary.
15. State your wishes regarding how your assets will be distributed upon your passing. Choose one option that reflects your preference.
16. Specify any intentions to disinherit children or grandchildren if applicable.
17. Designate a person to make health care decisions on your behalf, and provide alternate's details if required.
18. If married, confirm if you want your spouse to serve as the personal representative/executor and provide alternate details.
19. List any items of special value you wish to be distributed to specific persons.
20. Provide an estimated value of your assets, including home, vehicles, accounts, and investments.
21. List your estimated debts and confirm the information is accurate with your signature and contact information.
22. After completing all sections, save the changes, download, print, or share the form as needed.

Take the next step in your estate planning by filling out the Legal Shield Will Questionnaire online today.