Will Questionaire
DO YOU WANT A WILL?

No one wants to think about death.

A WILL is a document, signed in a formal way, which directs the transfer of your property after your death.  Without a will or other direction, the state decides how your property will be distributed.  With a will or other direction, you exercise control.

There are other ways of transferring certain kinds of property on death, besides a will.  Some are better for some things, some are worse, and there are 'trade offs' such as loss of control (as with life estates), or extra expense (as with trusts).  Trusts can sometimes bring additional privacy, but usually at a greater cost and complexity.

BASIC QUESTIONAIRE - fill this out and bring it to our office at your appointment - with this information we will begin to prepare the papers for you.  We will ask you about your property and other things at the interview.  Your information is private, confidential and secret.

Your name:  ______________________________________________

Your address:  ____________________________________________ (where you actually live)

Your contact telephone number:  _______________________________

Your e-mail address:  _______________________________________

Do you already have a will:  _________  If yes, please bring it - it may be sufficient

Your date of birth:  _________________________________________

Your social security number:   _________________________________

Your citizenship:  ___________________________________________

Are you married?  ____________  Your spouse's name:  _________________________________________

If you are not married, are you living with a spouse equivalent?  ___________  That person's name:  ____________________________________________

Names and ages of your living children - include step children, adopted children, and children born out of wedlock and tell us which are which: ______________

_________________________________________________________________________________________________________________________

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Names and ages of your living parents:  ___________________________________________________________________________________________

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Names and ages of your living siblings:  ___________________________________________________________________________________________

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If you have children, and you and the other parent die, who do you want to take care of the children?  ____________________________________________

Who are your second and third choices?  _________________________________________________________________________________________

Does that person know of your wishes?  ________________________

Do you have any particular wishes about how your body should be treated upon your death - burial, cremation, scattering of ashes?  _____________________

_________________________________________________________________________________________________________________________

Do you wish any kind of celebration - a mass, a wake - after your death?  _________________________________________________________________

Besides yourself, who knows the most about your business affairs?  ______________________________________________________________________

Who do you want to take care of your affairs after your death?  _________________________________________________________________________

Who are your second and third choices?  __________________________________________________________________________________________

Do you want that person to serve with or without bond?  ______________________________________________________________________________

Do you own a business or have other property that would require immediate attention or management if you die or become incapacitated?  _________________

_________________________________________________________________________________________________________________________

Including life insurance on your life, is the value of all of your property, less all of your debts, more or less than $500,000?  _____________________________

Do you have any unusual family arrangements, business arrangements, or 'legal problems'?   ____________________________________________________

Do you own property outside the United States?  ____________________________________________________________________________________

Do you have any 'things' or land / buildings that you want to give to a particular person at your death?  ____________________________________________

_________________________________________________________________________________________________________________________

Do you want to give anything to a charity or church at your death?  ______________________________________________________________________

Do you want to give money to any person at your death?  Who and how much?  ____________________________________________________________

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Who do you want to get the remainder of your property after your death, after any gifts that you described above?  and in what shares or percentages?  _______

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Do you want some one to be able to manage your affairs if you become disabled?  Who?  _____________________________________________________

Do you want some one to be able to make decisions about your health care if you are in a coma in the hospital?  Who?  _______________________________