WILL DRAFTING QUESTIONAIRRE - COMPLEX
Date:
Client(s) Name(s):
Home Address:
Mailing Address:
Date of marriage:
Place of marriage:
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Husband |
Wife |
Date of birth: |
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Employer: |
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Employer address: |
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Occupation: |
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Phone number: |
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Former marriages to: |
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Will spouse be executor of estate? |
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1st Alternate executor |
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2nd Alternate executor |
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Will executor receive a fee? |
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Successor Trustee(s) |
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Will Trustee receive a fee? |
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Guardian / Conservator of children |
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Will conservator receive a fee? |
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Specific bequests |
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If spouse does not survive you, how should assets be divided between children? |
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If a child does not survive you, who should take his/her share? |
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Are there any children you want to disinherit? |
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Bring copy of divorce decrees and other marital agreements (pre-nuptial, post-nuptial) that could affect your Will.
Name, Address, and Age of each child born or adopted of this marriage ________________________________________________________________________________ Name Address Age ________________________________________________________________________________ Name Address Age
Name, Address, and Age of husband�s child(ren) not born or adopted of this marriage ________________________________________________________________________________ Name Address Age
________________________________________________________________________________ Name Address Age
Name, Address, and Age of wife�s child(ren) not born or adopted of this marriage ________________________________________________________________________________ Name Address Age ________________________________________________________________________________ Name Address Age
Warning: These forms are provided AS IS. They may not be any good. Even if they are good in one jurisdiction, they may not work in another. And the facts of your situation may make these forms inappropriate for you. They are for informational purposes only, and you should consult an attorney before using them.
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