Last Will and Testament Questionnaire

LAST WILL AND TESTAMENT
Who will serve as the Personal Representative for each of you?*
This person will be the executor of your will; the person or institution appointed by you to carry out the terms of your will. SOMEONE YOU TRUST TO CARRY OUT YOUR WISHES.

Each Spouse for the other?
- Yes
- No
If YES to above, the following people will be successors. If NO, the following person will be primary executor, followed by any alternates you choose in case the primary cannot serve).
Husband
If No, or to name co-fiduciaries, use space below.
Name:
Relation:
City/State:
Alternate (if above person(s) unable to serve):
Relation:
City/State:
Wife
If No, or to name co-fiduciaries, use space below.
Name:
Relation:
City/State:
Alternate (if above person(s) unable to serve):
Relation:
City/State:
Who will serve as guardian of your minor children (if applicable)?
Name:
Relation:
City/State:
Alternate (if above person(s) unable to serve):
Relation:
City/State:
Please provide any specific instructions you would like, i.e. how you would like assets distributed, burial instructions (cremated vs. buried), or any other specifics that you would like included.
***PLEASE NOTE: YOUR WILL INCLUDES A STATEMENT OF PROPERTY ON THE LAST PAGE. ANY ITEMS THAT YOU WOULD LIKE TO GIVE TO SOMEONE IN PARTICULAR, (i.e. 1969 Ford Mustang to Thomas Johnson) CAN BE LISTED IN YOUR WILL AT ANY TIME, IT IS NOT NECESSARY TO LIST THEM HERE.

SECTION I: PERSONAL INFORMATION AND GENERAL QUESTIONS