Get Muller & Mannix Simple Will Intake Form

Completing the Muller & Mannix Simple Will Intake Form is an essential step in outlining your wishes for your estate. This guide provides clear, step-by-step instructions to assist you in filling out the form online with confidence and precision.

Follow the steps to complete the intake form

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in your personal information. This includes your name, address, phone numbers (home and cell), marital status, and email address. Ensure all details are accurate as this information is critical for your will.
3. If you are married, provide your spouse's full name and address. If your spouse shares the same address, you can check the box indicating 'Same as above.' If you are not married, list the names and addresses of individuals or charitable organizations that you wish to receive your assets.
4. Indicate your marital history by answering whether you have ever divorced.
5. List your dependents, specifically your children. For each child, provide their name and age. If any children are minors, state the names and addresses of individuals you recommend for guardianship.
6. Decide if you want your minor child's inheritance to be held in a simple trust until they reach a specified age (18, 21, or 25 years). Additionally, indicate if you want the inheritance of a deceased child to go to your other living children or their descendants.
7. In the specific bequests section, write down any specific items you wish to bequeath and the names of the individuals to receive those items.
8. If you wish to exclude anyone from your will, indicate this and provide their names. You can also specify if you want this exclusion to apply should they contest the will.
9. Designate your executor, the person who will administer your will. Provide their full name and address. Also, list any alternate executor in case the primary individual is unable to fulfill their duties.
10. State any special requests for your funeral or burial, including specific cemetery preferences and directions. Indicate if you prefer cremation.
11. If you are interested in establishing a Power of Attorney, Living Will, or Durable Healthcare Proxy, provide the details of the individual you wish to appoint for these roles. Also, list an alternate individual.
12. After completing the form, you can save changes, download, print, or share the document as needed. Make sure to send the completed form to Poklemba & Hobbs, LLC via email, fax, or mail as directed on the form.

Start filling out your Simple Will Intake Form online today for a seamless estate planning experience.