Start a Will – Remote Law Group

Last Will & Testament Plan:

Last Will and Testament Plan

Client Information:

Full Legal Name

First

Last

Sex

Male
Female

Date of Birth

Marital Status

Address

Address Line 1

Address Line 2

City

State

Zip Code

Mobile Phone

Work Phone

Home Phone

I authorize Remote Law Group to contact me by:

Phone
Email

Spouse Information:

Full Legal Name

Spouse Sex

Male
Female

Spouse Date of Birth

If spouse is deceased, date of death

Family Information

Please enter information regarding your family:

Date of Marriage

Children from this Marriage:

First Born Full Legal Name

Address

Address Line 1

Address Line 2

City

State

Zip Code

Home Phone

Mobile Phone

Work Phone

First Born's Spouse Name

Spouse Date of Birth

If spouse is deceased, date of death:

First Born Grandchildren

Next Born Information:

Date of Birth

Address

Address Line 1

Address Line 2

City

State

Zip Code

Home Phone

Mobile Phone

Work Phone

Spouse Name

Spouse Date of Birth

If spouse is deceased, date of death:

Next Child Grandchildren

Grandchildren:

List Grandchildren (Full Legal Name - Date of Birth): (copy)

Additional Information

Have you or your spouse been married before?

Name of your prior spouse

Children from previous marriage

Do you or your spouse have any children who have died leaving children?

Does anyone to whom you may be leaving part of your estate require any help or protection in managing money or other property?

Do you and your spouse have a pre-nuptial or post-nuptial agreement?

Medical/Disability

Is anyone in your family disabled?

Medical Disability Explanation

Is anyone at risk for becoming seriously ill or disabled because of a medical condition or family history?

Medical Disability Explanation (copy)

Has anyone in your family recently entered a hospital or skilled nursing facility?

Name of Facility

Date of Admission//

Date of Discharge//

Diagnosis

Financials

Income-Producing Assets

Bank and brokerage accounts, stocks, corporate or U.S. bonds, etc.

Have you or your spouse made any transfers or gifts in excess of $10,000 or more during the past 3 years?

Real Estate and Business:

Real Estate and Business

Put 1 Entry per line

Do you or your spouse have any interest in any business?

Do you have life insurance?

Other Property with Designated Beneficiaries

Do you or your spouse expect an inheritance?

Are you or your spouse the beneficiary of any trust?

Liabilities:

Mortgages, notes to banks, notes to others, loans on insurance, or other – 1 Entry per line

Location of important papers

Notes, deeds, etc.

Monthly Expenses

Current Legal Documents:

Last Will and Testament:

Date Executed

Location of Document

Durable Power of Attorney:

Date Executed

Location of Document

Mortgage/Rent Payment:

Date Executed (copy)

Location of Document (copy)

Living Will/Healthcare Proxy:

Date Executed

Location of Document (copy) (copy)

Living Trust:

Date Executed

Location of Document

I am the legally appointed guardian of

I am serving as a power of attorney for

Serving as executor or administrator

Involved in lawsuits

I have lived in a community property state (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, Wisconsin):

If yes

Property states: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, Wisconsin

Other legal concerns