| LAST WILL AND TESTAMENT WORKSHEET | |||
| CLIENT NAME: | |||
| ADDRESS: | |||
| WORK PHONE: | HOME PHONE: | ||
| Marital Status: [__] single | [__] widowed | [__] divorced | [__] married |
| SPOUSE’S NAME: | |||
| Dispose of all my property, real, personal and mixed to the following: | |||
| Full Name | Address, City, State | Telephone | Relationship |
| If _____________________________ shall predecease me, then to: | |||
| Full Name | Address, City, State | Telephone | Relationship |
| If _____________________________ shall predecease me, then to: | |||
| Full Name | Address, City, State | Telephone | Relationship |
| Specific bequests, not going to the main beneficiary: | |||
| EXECUTOR/PERSONAL REPRESENTATIVE | |||
| Full Name | Address, City, State, Telephone | ||
| Personal Representative: | |||
| Relationship: | |||
| First Alternate: | |||
| Relationship: | |||
| Second Alternate: | |||
| Relationship: | |||
| NAME AND AGE(S) OF CHILD/REN (Please indicate if adopted or stepchildren, or no children): | |||
| Full Name | Birth Date | Address, City, State | Relationship |
| Full Name | Birth Date | Address, City, State | Relationship |
| Full Name | Birth Date | Address, City, State | Relationship |
| Full Name | Birth Date | Address, City, State | Relationship |
| At what age do you wish your children to be deemed the age of majority? (Please note that state law may supersede your decision) | |||
| GUARDIANSHIP | |||
| Full Name | Address, City, State | Telephone | |
| Guardian: | |||
| Relationship: | |||
| Alternate: | Full Name | Address, City, State | Telephone |
| Relationship: | |||