Get Last Will & Testament Guide & Questionnaire

Creating a Last Will and Testament is a vital step in ensuring your wishes are honored after your passing. This guide provides you with clear, step-by-step instructions to help you fill out the Last Will & Testament Guide & Questionnaire online, making the process easier and more manageable.

Follow the steps to complete your Last Will & Testament Guide & Questionnaire.

1. Click 'Get Form' button to retrieve the Last Will & Testament Guide & Questionnaire and access it in your preferred digital editor.
2. Begin by filling out your personal information. Provide your full name, date of birth, social security number, and contact details, including your address, phone number, and email. Select your preferred method of contact.
3. If applicable, fill in your spouse's personal information, including their name, date of birth, social security number, and contact details.
4. List the names and dates of birth for each of your children. You can include as many children as necessary.
5. Designate your Personal Representative by providing their name, address, and relationship to you. You can also name a successor Personal Representative if needed.
6. Appoint guardians for any minor children by providing their names and ages. Include a request for the appointed guardian to make a Will to safeguard your children's future.
7. Select a Trustee to manage the trust assets. Provide their name, address, and, if applicable, the company's representative's information. Consider naming a Successor Trustee.
8. Specify any particular properties or assets you wish to bequeath. Include descriptions, ownership status, locations, beneficiaries' names and addresses, and relationships.
9. Detail how you wish to allocate your remaining assets. Indicate the percentages for your spouse and children or other individuals, both in the event your spouse is alive or predeceases you.
10. Once all fields are completed, make sure to review the entire document for accuracy. You can then save your changes, download a copy, print it, or share the completed form as necessary.

Start your estate planning journey by filling out the Last Will & Testament Guide & Questionnaire online today.