Get Wills For Heroes Program - Dayton Bar Association - Daybar

The Wills for Heroes program offers critical estate planning documents to Ohio's first responders and their partners, including Wills, Powers of Attorney, and Advance Health Care Directives. This guide provides a clear and supportive walkthrough for filling out the online questionnaire as part of this valued program.

Follow the steps to successfully complete your questionnaire.

1. Press the ‘Get Form’ button to access the questionnaire and open it in the online editor.
2. Begin filling out the 'Value of Your Estate' section. Estimate your total estate value by listing all assets including bank accounts, real estate equity, life insurance cash values, and retirement account values. Ensure the total does not exceed $500,000 to qualify for the program.
3. Complete the 'Personal Information' section. Provide your full legal name, any previously used names, signature name, current address including street, city, state, zip code, county, and phone number.
4. Indicate your marital status by selecting the option that applies to you and provide your spouse's or partner's full legal name, citizenship status, and address if different from yours.
5. List your children in the 'Children' section. Indicate whether they are biological or adopted, and provide their dates of birth. Note that step-children should be identified separately if applicable.
6. In the 'Specific Bequests' section, indicate whether you wish to make any specific bequests. If yes, specify type and details of property or cash to be distributed.
7. Fill out the 'Distribution of the Remainder of Your Estate' section by selecting your wishes regarding the distribution of remaining assets after specific bequests.
8. Designate an executor for your estate. This person will handle your estate according to your will after your passing.
9. If you have minor children, identify potential guardians in the 'Guardianship' section.
10. Provide details for the Power of Attorney, naming your agent and outlining their powers and any limitations.
11. Complete the Health Care Power of Attorney and Living Will sections by identifying your agents and specifying your medical treatment preferences.
12. Finalize any selections regarding anatomical gifts you wish to make upon your passing.
13. Review all entered information for accuracy before completing the form. Once satisfied, users can save changes, download, print, or share the completed document.

Ensure your important estate planning needs are met—complete the questionnaire online today.