Get Tx Geer & Associates Will Package Questionnaire 2016-2025

Filling out the TX Geer & Associates Will Package Questionnaire online is an important step in planning for your future and the well-being of your loved ones. This guide will provide you with a clear and supportive process to navigate the completion of this essential document.

Follow the steps to complete the questionnaire efficiently.

1. Click ‘Get Form’ button to obtain the document and open it in your editor.
2. Begin by entering your personal information, including your name, address, email, and phone number.
3. Next, fill in your spouse's information, if applicable, with their name, address, email, and phone number.
4. For the Last Will and Testament section, designate an executor by providing their name and at least one alternate executor.
5. Identify your beneficiaries for possessions. Be specific by listing your first, second, and third choices for items like real property, vehicles, and personal property.
6. Indicate if you have beneficiary designations on policies or accounts, and confirm whether they are accurate.
7. Specify the age at which you wish your beneficiaries to inherit and name a trustee for those under that age, providing names for any alternates.
8. If you have minor children, designate their guardian and provide relevant alternate names.
9. For the Disposition of Remains section, state who will take care of your body and make funeral arrangements, along with an alternate person.
10. Choose your preference between cremation or burials clearly.
11. Complete the Declaration of Guardian questions by naming your guardian and any alternates.
12. For the Statutory Durable Power of Attorney section, decide who will handle financial decisions for you and provide alternate names.
13. Select whether you want this power of attorney effective immediately or upon disability.
14. Fill out the Medical Power of Attorney section with your chosen medical decision-maker and their alternates.
15. Complete the HIPAA Authorization section to specify who can communicate with medical personnel on your behalf.
16. In the Directive to Physicians section, indicate your preferences regarding life support and comfort measures, where applicable.
17. Once all sections are completed, review your entries for accuracy. After that, you can save your changes, download, print, or share the finished form.

Complete your TX Geer & Associates Will Package Questionnaire online today to ensure your wishes are clearly defined.