WILL INFORMATION FORM
Have Client Complete Letter of Instructions. Date: Client’s Name: Identity of Client’s Family: Client’s Spouse: Address: Phone No.: Age: Birth Date: Social Security No.: Previous Spouses -- Deceased and Divorced: Name: Address: Phone No.: Age: Birth Date: Social Security No.: Date Court Name Location Cause Number of Divorce Decree Children and Stepchildren:
Name: Address: Birth Date: Identity of Deceased Children: Name: Address: Birth Date: Disposition of Property: Specific Bequests (List): Property to Spouse (List): Property to Go to Children If Spouse Is Deceased: Per Stirpes: Or Per Capita: Other Beneficiaries: Name: Address: Independent Executor/Executrix: 1st Choice: Name: Address: Phone No.: 2nd Choice:
Name: Address: Phone No.: 3rd Choice: Name: Address: Phone No.: Guardian: 1st Choice: Name: Address: Phone No.: 2nd Choice: Name: Address: Phone No.: 3rd Choice: Name: Address: Phone No.: Date Will Executed: Place of Execution: Location of Original Will:
Date Client Given Letters of Instruction Name of Notary: Date Notary's Commission Expires: Other: