Complete Legal Name
Date of Birth
MM
DD
YYYY
Email
*
Phone
(###)
###
####
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
County of Residence
Forsyth
Fulton
Gwinnett
Dawson
Cherokee
Cobb
Hall
DeKalb
Other
Marital Status
Closest Relatives
If you do NOT have a spouse OR children, who are your two closest living relatives? (Parents, Siblings, Grandparents, Aunts & Uncles, Cousins, etc). Skip if you have a spouse OR children.
Complete Legal Name
Date of Birth
MM
DD
YYYY
Email
Phone
(###)
###
####
Address
(if different from Spouse 1)
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Children
Children's Names, Addresses, Phone Numbers, Emails, Dates of Birth
Would you prefer to be buried or cremated?
If cremated, do you want your ashes:
Testamentary Guardian
If you have children and they have no surviving parent, who would you like to raise them? Essentially, who would be their godparent?
Distribution on Death
Who do you want to take your property (real estate, bank accounts, personal property, cars, etc) when you die, and in what shares? In addition to thinking of who you'd want to take your property, make sure to consider who you'd want to take their share if that person died before you. Would it go to specific other people, like their children or spouse?
Retirement Assets in Trust
Will the trust be named as the beneficiary for any retirement assets?
Beneficiary Age for Distribution
If you're giving a gift to a younger beneficiary (which may happen in the event that an adult you leave a gift to passes before you), it will be held in trust.
At what age do you want younger beneficiaries to take their shares outright? (For example, 20% at age 25, the remainder at 30).
Contact Information for Fiduciaries and Beneficiaries
Please provide contact information (name, phone number, email address, physical address) for anyone named above for whom that information has not yet been provided.
Anything Else?
Is there anything else you would like to address in your will that has not been addressed above?
Ready to Submit?
*
Check either box below, then "Submit" when you have completed your questionnaire.
