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: ______________
Names and ages of your living parents: ___________________________________________________________________________________________
Names and ages of your living siblings: ___________________________________________________________________________________________
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
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?
Do you want some one to be able to manage your affairs if you become disabled?
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? _______________________________