Get Client Intake Form Last Will Amp Testament

Completing the client intake form for a last will and testament is a crucial step in planning your estate. This guide provides clear, step-by-step instructions on how to fill out the form correctly online, ensuring that your wishes are properly documented.

Follow the steps to complete your client intake form

1. Click the ‘Get Form’ button to access the client intake form. This will allow you to open the form in your chosen editor.
2. Begin by entering your full name in the designated field. This is important for identifying you in the context of your will.
3. Next, provide your complete address, ensuring that all parts of the address are filled out accurately. This information is essential for legal identification.
4. Fill in your home phone number and email address. These details help ensure effective communication regarding your will.
5. Indicate your spouse’s name if applicable. If not, this field can be left blank.
6. List the names of your children. This ensures that their interests are considered in your will.
7. In the section for alternative contact methods, provide your work phone, cell phone, or any other relevant number.
8. Designate an executor for your estate. This is a critical role, as the executor will manage your estate according to your wishes.
9. If applicable, specify a successor executor who will take over duties if the primary executor is unable to serve.
10. If you have minor children, list the names of guardians you wish to appoint. Include a successor guardian as well.
11. Provide the names of trustees for your children if you want their inheritance held in trust until they reach adulthood. Also, specify successor trustees.
12. If applicable, indicate the ages at which distributions should be made from the trust.
13. Outline any burial instructions you wish to leave. This section is vital for ensuring your final wishes are honored.
14. List beneficiaries who are not your spouse or children. Include their names clearly for legal clarity.
15. Detail any specific bequests — items or properties intended for specific individuals. Be as clear as possible in this section.
16. Upon completion, review all entries for accuracy. Then, save your changes and download, print, or share the form as needed.

Complete your last will and testament intake form online today to ensure your wishes are properly documented.