Get Will Interview Sheet For Website

Filling out the Will Interview Sheet is an important step in planning your estate. This guide will assist you in completing the form online, providing clear instructions for each section to ensure all necessary information is accurately captured.

Follow the steps to successfully complete the Will Interview Sheet online.

1. Press the ‘Get Form’ button to access the form and open it in your online document editor.
2. Begin with Section One, Family Information. Enter your full name, date of birth, place of birth, citizenship, and address. Ensure you provide accurate contact information for both you and your spouse.
3. Proceed to the marital status section and indicate your current relationship status, entering details about previous marriages if applicable. Provide dates of marriage and divorce as necessary.
4. In the children section, list the names, residences, dates of birth, and marital statuses for all your children. If applicable, indicate if any are stepchildren, adopted, or otherwise.
5. Complete Section Two, Financial Information, starting with your principal residence's municipal address and ownership type. Specify any mortgages, life insurance policies, and other relevant details.
6. List any other real estate or recreational properties in the appropriate sections provided. Be thorough with details regarding debts owed to you and personal assets like bank accounts and investments.
7. For Section Three, Liabilities, document all debts, including creditors and due dates. Specify if any debts or loans are insured.
8. In Section Four, indicate if you have a current Will and list potential executors and guardians for minor children along with their consent.
9. Fill in the section regarding the disposition of your estate, addressing potential distributions among relatives and any specified gifts.
10. Finalize by completing Sections Five to Seven regarding Power of Attorney, Personal Directives, and Organ Donation choices. Ensure that all listed individuals are aware of their roles.
11. Once all sections are completed, review your information for accuracy, then save your changes. You can then download, print, or share your completed document as needed.

Begin completing your documents online today for better estate planning.