Follow the steps to complete your will questionnaire online.

1. Click ‘Get Form’ button to access the questionnaire and open it in the editor.
2. Begin by entering your full name (first, middle, last) and any other names you have been known by in the designated fields.
3. Provide your membership number and other personal details, including your age, date of birth, and citizenship status.
4. Fill in your current residence information, including street address, city, county or parish, state, and ZIP code.
5. If applicable, enter your spouse’s full name, date of marriage, and whether you have a prenuptial agreement.
6. Answer the questions regarding any previous marriages, trusts, or expected inheritances.
7. List your children’s details, including names and dates of birth. Make sure to include any stepchildren or deceased children as necessary.
8. Indicate any special needs of children or other beneficiaries and provide details about proposed guardians or custodians.
9. Choose how you want your assets to be distributed upon your death by selecting one of the options provided.
10. Complete the sections about your health care representative and personal representative or executor preferences.
11. Review your entries, ensuring all fields are completed. Confirm the accuracy of your information before submitting.
12. After filling out all sections, save your changes and review the instructions for submitting the questionnaire.
13. Once completed, follow the mailing instructions to send your completed form to your Provider Law Firm for preparation of your Will.

Complete your Will Questionnaire online today to ensure your estate planning needs are met.