Will Client Intake Questions

Disclaimer and Proposed Use for the Questions Below

Disclaimer : ~ Until there is a written Attorney Client Engagement Agreement between you and the law firm, you should not share confidential information with the law office. ~


That said, when your will is made, it will contain the information below. 


Therefore, in preparation either before or after you initially contact the law firm you may: (a) take this list of questions; (b) copy and paste them into another document, or print out the web page; (c) prepare your answers; and (d) then your answers can be used by the law firm to prepare your will. 


As another option, the law firm can go through the questions with you line by line, and prepare your will for you. 

Questions for the Information in Your Will

  

1. Name of the person for whom the will is being made:

Answer: First:           Middle:           Last:


2. City where the person for whom the will is being made lives:

Answer: City:           State: 


3. Name of the spouse of the person for whom the will is being made: (if no spouse enter N/A)

Answer: First:           Middle:           Last:


4. Number of children of the person for whom the will is being made: (if no children enter N/A)

Answer:


5. Names of the children of the person for whom the will is being made: (if no children enter N/A)

Answer: 

(a) First:           Middle:           Last:          Address:

(b) First:           Middle:           Last:          Address:

(c) First:           Middle:           Last:          Address:

(d) First:           Middle:           Last:          Address:


6. If you are attempting to disinherit a spouse or children: (Yes/No) If yes, who?

Answer:


7. If you plan to leave a specific piece of property to a specific person, enter below: (example: house (at what address) to who; example: piece of art (describing it by size, and topic) to who; etc.). You have the option to give all your to property to a certain person, or give a certain percentage of your property to certain individuals (which you can describe in the answer to the next question).

Answer:

(a) 

Description of Property: 

Name of the person to inherit that piece of property: First:           Middle:           Last:          Address of the beneficiary:

(Back up to the first beneficiary) Name of the person to inherit that piece of property if the original beneficiary is not alive at the time the person for whom the will is made dies: First:           Middle:           Last:          Address of the beneficiary:

(b) 

Description of Property: 

Name of the person to inherit that piece of property: First:           Middle:           Last:          Address of the beneficiary:

(Back up to the first beneficiary) Name of the person to inherit that piece of property if the original beneficiary is not alive at the time the person for whom the will is made dies: First:           Middle:           Last:          Address of the beneficiary:

(c) 

Description of Property: 

Name of the person to inherit that piece of property: First:           Middle:           Last:          Address of the beneficiary:

(Back up to the first beneficiary) Name of the person to inherit that piece of property if the original beneficiary is not alive at the time the person for whom the will is made dies: First:           Middle:           Last:          Address of the beneficiary:


8. Names of the people you want to give your remaining possessions (money in the bank, holdings in an investment account, proceeds from the sale of physical property after death, etc.). Give the name and the percentage of your overall property,  the disbursement of the specific property items, which is desired. Percentages should add up to 100%.

Name: 

(a) First:           Middle:           Last:          Address of the beneficiary: 

Percentage of Remaining Property:

(b) First:           Middle:           Last:          Address of the beneficiary: 

Percentage of Remaining Property:

(c) First:           Middle:           Last:          Address of the beneficiary: 

Percentage of Remaining Property:

(d) First:           Middle:           Last:          Address of the beneficiary: 

Percentage of Remaining Property:


9. Name(s) of the person(s) you want to be the guardian of your minor children (and a backup guardian if that person is not available):

Answer:

(a) Guardian: First:           Middle:           Last:          Address: 

(b) Back up Guardian: First:           Middle:           Last:          Address: 


10. Who do you want to be the executor of your estate (the person you want to take care of the estate – when going through probate – after death) (also a backup executor if that person is not available):

(a) Executor: First:           Middle:           Last:          Address:

(b) Back up Executor: First:           Middle:           Last:          Address:


11. Names of the two (2) witnesses, who will witness the finalization of the will: (the witnesses should not be a beneficiary of the will (inherit anything from the will), examples of witnesses could be a family friend, a co-worker, a neighbor, etc.)

(a) Witness 1:

First:           Middle:           Last:          Address:

(b) Witness 2:

First:           Middle:           Last:          Address: