Get Fort Belvoir Will Questionnaire

The Fort Belvoir Will Questionnaire is an essential tool for individuals preparing their estate plans. This guide provides clear and straightforward instructions on how to complete the questionnaire effectively and accurately, ensuring you are well-prepared for your appointment.

Follow the steps to fill out the Fort Belvoir Will Questionnaire online.

1. Press the ‘Get Form’ button to access the Fort Belvoir Will Questionnaire and open it in your preferred online editor.
2. Begin by filling out Section A, 'Information About Client.' Provide your full name, rank, last four digits of your Social Security number, address, citizenship status, and contact information.
3. Complete Section B, 'Information About Spouse,' if applicable, by entering your spouse’s information, similar to Section A.
4. In Section C, list all your children, including their names, ages, and whether they are natural, adopted, or stepchildren.
5. Move to Section D, 'Composition and Value of Estate.' This section requires detailed information about your real estate, cash assets, life insurance policies, debts, and the overall net value of your estate.
6. Proceed to Section E, 'Distribution of Property Upon Your Death.' Here, you will indicate your beneficiaries and how you wish your assets to be distributed. Be specific regarding any gifts to disabled beneficiaries.
7. In Section F, if you wish to make any specific bequests, outline these gifts along with the intended recipients.
8. Fill out Section G, 'Primary Beneficiaries,' indicating who will receive your remaining property after debts and bequests are settled.
9. Complete Section H, providing details about alternate beneficiaries in case your primary beneficiaries do not survive you.
10. In Section I, consider whether to create trusts for minor beneficiaries and specify the age at which they will receive their inheritance.
11. For Section J, 'Executor,' select an executor who will manage your estate and provide their contact information.
12. In Section K, name guardians for any minor children you have, ensuring to include their contact information.
13. Use Section L to list anyone you wish to disinherit.
14. Indicate your funeral arrangements in Section M, clarifying your preferences for cremation or burial.
15. Finally, address your preferences for power of attorney in the last section and make sure to review all completed sections carefully.
16. After filling out all sections, save your changes. You can then download, print, or share the completed Fort Belvoir Will Questionnaire as needed.

Start completing your estate planning documents online today.