Last Will + Testament Intake Form

Name

First Name

Last Name

Who is this Last Will for?

Myself

Someone Else

If for someone else please provide their details?

Full name + Address

What State would you like to govern your Will?

What is your marital status?

Single

Married

Common law

Do you have children?

Now, let’s get into who will receive the assets of your estate excluding any specific gifts you might give to others?

Are You splitting your Asset by Percentage or Specific Gifts for all

(If specific gifts, you will be asked to list any specific gifts later)

Percentage

Specific Gifts for all

Mix of Both (Asset Specific)

All Assets will pass to Trust

Let's Get your Beneficiary Details

You Can press enter and add B1, B2, B3 Etc before each name

List Your Beneficiary Names

Please List out Your Assets

(Well discuss this more in our consultation)