Get Will Intake Form

Filling out your Will Intake Form is a crucial step in ensuring your wishes are honored after you pass. This guide will provide clear and supportive instructions for completing the form online, ensuring you understand each component and its importance.

Follow the steps to fill out the Will Intake Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the provided online editor.
2. Begin with the Member Information section. Fill in your full name, address, and contact details, including a phone number and cell number. Indicate your marital status by selecting either married or single, as appropriate.
3. If applicable, provide your Spouse’s Information by entering their full name and address. If you are not married, list your intended beneficiary or beneficiaries.
4. In the Marital Information section, indicate whether you have ever been divorced by selecting yes or no.
5. Move to the Children section. List the names and ages of your children. If any of your children are minors, specify the name and address of the individual(s) you wish to recommend for guardianship.
6. Address how to handle your estate if a child or beneficiary predeceases you. Choose between allocating their share to your other children or to their children.
7. In the Other Wills section, indicate whether you currently have a will. If yes, be prepared to bring a copy to the Will Clinic.
8. Proceed to the Specific Bequests section, where you can specify any particular items you wish to bequeath to individuals. List the items and their intended recipients.
9. In the Disinherit section, indicate if you wish to exclude any individuals from your will. Provide their full names if applicable.
10. Select who you want to administer your will in the Executor section. If it's your spouse, check the appropriate box. Otherwise, provide the name and address of another individual, including an alternate executor if desired.
11. In the Burial Requests section, note any special requests for your funeral or burial, including preferences for a cemetery and cremation.
12. For the Living Will/Durable Healthcare Power of Attorney section, indicate if you want to establish one. If yes, provide the name and contact details of your designated Power of Attorney and an alternate.
13. Once you have completed all necessary fields, review your form for accuracy. Follow the instructions provided to submit the form, whether by printing, downloading, or sharing it online.

Complete your Will Intake Form online to ensure your wishes are clearly documented and respected.