Last Will & Testament Questionnaire

Please fill out as much relevant information below as possible. If you are not comfortable sending certain information over the Internet then feel free to call us with the data.

Personal:

Name:
Status Married Single Widowed
Gender:
Man Woman
E-mail
Phone:
Other Phone:

Children:

How many:        
Child Name: Soc. Sec. #: Date of Birth:
Child Name: Soc. Sec. #: Date of Birth:
Child Name: Soc. Sec. #: Date of Birth:
Child Name: Soc. Sec. #: Date of Birth:
Child Name: Soc. Sec. #: Date of Birth:

Executor/Executrix:

Executor Name:
Alternate Name:

List of Assets:

Real Property: Address:  

City: State: Zip:
  Parcel #
  Lot # Block #
  Subdivision Name :  
  As shown in Plat book # Page:
Bank (1): Institution: Type:

Acct#:  
Bank (2): Institution: Type:

Acct#:  
Bank (3): Institution: Type:

Acct#:  
Automobile: Make:  

VIN#:  
Retirement Plan: Name:  

Acct#:  
401K Plan: Name:  

Acct#:  
Stocks: Institution:  

Acct#:  
Military Benefits: Plan:  

Acct#:  
Personal Effects:

Special Instructions:

Where and how to be burried:

 

Please tell us how you found us:

 


Call us: (702) 636-HELP (4357)
WE ALWAYS RETURN PHONE CALLS
We are a paralegal service and cannot offer legal advice.
If you need advice, we can refer you to an attorney.

 

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