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Home > Simple Will Questionnaire

Simple Will Questionnaire

Fill out the following form as best you can and a representative will contact you to complete the process.

Contact Information

Simple Will Questionnaire

Contact Information

Contact Information

Beneficiaries

Successor Beneficiaries

Personal Representative

The executor or person who will take inventory of all the assets including your remains and disburse them.

SPECIFY:

Successor Personal Rep:

Yes No
Yes No

If you have minor children, answer the following:

Who shall be the Guardian?

Who do you want to manage the finances as Trustee?

Who will be Successor Trustee?

18 25
Other
Yes No
His: Yes No

Power Granted to

Successor

Yes No

Power Granted to

Successor

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