Last Will and Testament Questionnaire Last Will and Testament Questionnaire 1. Personal Information Basic identifying details of the person making the will. Full Legal Name: * Date of Birth: * Current Address: * Phone Number: * Email: * Spouse’s Full Legal Name: Marital Status: * SingleMarriedWidowedDivorced 2. Family Information Information about immediate family members, particularly minor children. Child 1 Name: Child 1 Date of Birth: Child 2 Name: Child 2 Date of Birth: Child 3 Name: Child 3 Date of Birth: Guardian’s Full Legal Name: Relationship to You: Guardian’s Address: Alternate Guardian’s Full Legal Name: Alternate Guardian’s Relationship to You: 3. Executor Information Primary Executor’s Full Legal Name: Details about the person(s) responsible for executing the will. Relationship to You: Executor’s Address: Executor’s Phone Number: Alternate Executor’s Full Legal Name: Alternate Executor’s Relationship to You: Alternate Executor’s Address: 4. Asset Information A comprehensive list of all the assets owned by the person making the will Property 1 Address: Property 1 Estimated Value: Property 1 Mortgage Status: Paid OffMortgage Balance Remaining Property 2 Address: Property 2 Estimated Value: Property 2 Mortgage Status: Paid OffMortgage Balance Remaining Property 3 Address: Property 3 Estimated Value: Text Property 3 Mortgage Status: Paid OffMortgage Balance Remaining Bank 1 Name: Account Type: CheckingSavings Account Balance: Bank 2 Name: Account Type: CheckingSavings Account Balance: Bank 3 Name: Account Type: CheckingSavings Account Balance: Investment 1 Description: (e.g., stocks, bonds, mutual funds) Investment 1 Estimated Value: Investment 2 Description: (e.g., stocks, bonds, mutual funds) Investment 2 Estimated Value: Investment 3 Description: (e.g., stocks, bonds, mutual funds) Investment 3 Estimated Value: Personal Item 1 Description: (e.g., vehicles, jewelry, art) Personal Item 1 Estimated Value: Personal Item 2 Description: (e.g., vehicles, jewelry, art) Personal Item 2 Estimated Value: Personal Item 3 Description: (e.g., vehicles, jewelry, art) Personal Item 3 Estimated Value: Business 1 Name: Ownership Percentage: Estimated Value: Business 2 Name: Ownership Percentage: Estimated Value: Business 3 Name: Ownership Percentage: Estimated Value: 5. Beneficiaries The people or organizations who will receive the assets. Beneficiary 1 Full Legal Name: Relationship to You: Specific Asset/Percentage of Estate: Beneficiary 2 Full Legal Name: Relationship to You: Specific Asset/Percentage of Estate: Alternate Beneficiary 1 Full Legal Name: Relationship to You: Specific Asset/Percentage of Estate: Alternate Beneficiary 2 Full Legal Name: Relationship to You: Specific Asset/Percentage of Estate: Specific Bequests Any particular items or amounts of money that are to be given to specific individuals. Gift 1 Description: Recipient’s Full Legal Name: Recipient’s Relationship to You: Gift 2 Description: Recipient’s Full Legal Name: Recipient’s Relationship to You: Gift 3 Description: Recipient’s Full Legal Name: Recipient’s Relationship to You: 7. Debts and Liabilities Information on any outstanding debts and how they should be handled. Debt 1 Description: (e.g., mortgage, credit card) Creditor Name: Amount Owed: Debt 2 Description: (e.g., mortgage, credit card) Creditor Name: Amount Owed: Debt 3 Description: (e.g., mortgage, credit card) Creditor Name: Amount Owed: 8. Distribution of Residual Estate: Instructions for distributing the remaining assets after all specific bequests, debts, and liabilities have been settled. How should the remainder of your estate be distributed after specific bequests, debts, and liabilities are settled? Beneficiary 1 Full Legal Name: Relationship to You: Percentage of Residual Estate: Beneficiary 2 Full Legal Name: Relationship to You: Percentage of Residual Estate: Beneficiary 3 Full Legal Name: Relationship to You: Percentage of Residual Estate: 9. Funeral and Burial Instructions Preferences for funeral arrangements. Burial or Cremation Preference: BurialCremationNo Preference Text Text Text 10. Pets Care instructions and designations for any pets. Pet 1 Name: Pet 1 Type: Pet 2 Name: Pet 2 Type: Caretaker’s Full Legal Name: Caretaker’s Relationship to You: Caretaker’s Address: Amount of Money to Set Aside for Pet Care: Instructions for Pet Care: 11. Digital Assets Instructions for handling digital accounts and assets. Email Accounts: Social Media Accounts: Online Banking Accounts: Cryptocurrency Accounts: Instructions for Handling Digital Assets: 12. Additional Instructions Any other special instructions not covered by the previous sections. Any Additional Instructions for Your Estate: 13. Legal Representatives Information about the attorney assisting with the will. Attorney’s Name: Attorney’s Contact Information: 14. Witnesses Details about the witnesses who will sign the will. Witness 1 Full Legal Name: Witness 1 Address: Witness 2 Full Legal Name: Witness 2 Address: 15. Notarization Whether the document should be notarized. Do You Wish to Have This Document Notarized? YesNo 16. Review and Updates Whether the individual wants to periodically review and update their will. Would You Like to Periodically Review and Update This Will? YesNo Frequency of Review: AnnuallyEvery 2 YearsEvery 5 YearsOther Add any additional information here that you couldn’t fit anywhere above Submit If you are human, leave this field blank.
