Will Checklist

Full Name(required)

Alternate Name(s)?

Have you been known by any alternate names? If so, please enter them.

Address(required)

Phone #(required)

Business Phone

Email(required)

Occupation(required)

Do you have a spouse or partner?(required)

Yes

Name of Partner(required)

Address of Partner(required)

Were you previously married?(required)

Yes

Do you make support payments to your previous spouse/partner?(required)

Yes

Do you have any children?(required)

Yes

Did you have any children with your previous partner/spouse?(required)

Yes

Do you make support payments for any children with your previous partner/spouse?(required)

Yes

Do you presently have a will?(required)

Yes

Children

Full Name (Child #1)(required)

Address (Child #1)(required)

Marital Status (Child #1)(required)

Date of Birth (Child #1)(required)

Full Name (Child #2)

Address (Child #2)

Marital Status (Child #2)

Date of Birth (Child #2)

Full Name (Child #3)

Address (Child #3)

Marital Status (Child #3)

Date of Birth (Child #3)

Full Name (Child #4)

Address (Child #4)

Marital Status (Child #4)

Date of Birth (Child #4)

Disposition of Assets

Do you wish to leave any specific items to specific people?(required)

Yes

Specific Gifts

Please describe what you would like to leave to whom. If that beneficiary is no longer around, please list if there is someone else you would like the gift to go to instead.

Residue/Balance of the estate

Who would you like to receive the balance of your estate and in what amounts (equally, certain percentages, etc)? If they are no longer around, who would you like the residue to go to? [For example: Spouse 50%, First Child 25%, Second Child 25%, if spouse is deceased then split their share among surviving children]

Are there any other beneficiaries to consider?(required)

Yes

Gifts and residue can be given to parents, grandparents, children, siblings, extended family, friends, and charitable organizations,

Are you currently supporting or providing funds to anyone else?(required)

Yes

Healthcare Directive

Are you doing a healthcare directive in addition to a will?(required)

Yes

Full Name (Healthcare Proxy)(required)

Address (Healthcare Proxy)(required)

Telephone Number (Healthcare Proxy)(required)

Full Name (Alternate Proxy)(required)

The alternate healthcare proxy will act in the event that the primary individual listed as your healthcare proxy is unable to do so

Address (Alternate Proxy)(required)

Telephone Number (Alternate Proxy)(required)

Instructions(required)

Instructions and Restrictions on Medical Decisions (ie) no restrictions on proxy v no heroic measures type wording v somewhere in between