Get Last Will And Testament Questionnaire - Legal Forms - Legalforms

Completing the Last Will And Testament Questionnaire is an essential step in ensuring your wishes are accurately reflected in your will. This guide provides clear instructions for users of all experience levels on filling out this important document online.

Follow the steps to complete your Last Will And Testament Questionnaire.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your date of appointment with the attorney. This will help to keep track of your legal matters.
3. Fill in your Personal Data. Include your full name, address, and confirm your U.S. citizenship status. Be sure to check the appropriate boxes regarding your assets and provide accurate information.
4. Indicate your state of legal residence as listed on your leave and earning statement.
5. Select your military status from the provided options, ensuring to check the correct box.
6. Specify your marital status and provide your spouse’s full name if applicable. Also indicate your spouse's citizenship status.
7. If applicable, list information about your children. Indicate their names, ages, and status using the designated codes.
8. Decide on the distribution of your property. Answer the questions regarding your preferences, including the disposition of real estate and personal property to your spouse or children.
9. Determine how the inheritance for any minor child will be managed and designate who should exercise control if not the executor.
10. List any additional beneficiaries and their related information if your immediate family members predecease you.
11. Provide information on any other property you may own or business interests. Indicate if you wish to make a specific cash bequest and provide the details.
12. Designate your executor or personal representative responsible for managing your estate. Be sure to provide their full name, relationship, and location.
13. If applicable, appoint guardians for your minor children and provide the necessary information.
14. You may set up trusts for any minor children receiving property under your will. Specify the primary and alternate trustees.
15. Lastly, indicate if you are interested in additional documents such as a Living Will or Durable Power of Attorney.
16. After filling out all sections, review your information for accuracy and completeness before proceeding to save changes, download, print, or share the form.

Get started with completing your legal documents online today!