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Info Forms - Last Will & Testament Questionnaire
 


Definitions:

Testator - Male creator of will
Testatrix - Female creator of will
Personal Representative - Appointed by decedent to handle
    distribution of personal assets, property, and taxes
Alternate Personal Representative - Second choice if first
    appointee is unable to fulfill obligations
Beneficiary(ies) - Individuals designated by decedent to
    benefit from Decedent’s residue property
Successor beneficiary - Second choice if first beneficiary
    is unable to accept residue property
Residue property - Remainder of decedent’s estate after all
    the debts & particular legacies have been discharged
Witness - Individuals observing the formal signing by the
    testatrix or testator

General Information

1)    Your name:               


2)    Your email address:  


Last Will & Testament Questionnaire


1)    Complete Name of Testator or Testatrix:

    

  
2)    Date of Birth:

    

3)    City and State of Birth:

    

4)    Marital Status / Name of Spouse:

    

5)    Names of Children:

    

6)    Persons intentionally excluded from Will:

    


7)    Personal Representative:

    

8)    Successor Personal Representative:

    

9)    Distribution:

    


10)  If this individual does not survive me, my residuary estate
        shall be distributed as follows (check one):
   
    
  Equally
            Percentages

11)    Successor Beneficiaries:

    

12)    If any child of mine does not survive me and has no
          children who survive me, such deceased child’s
          share shall be distributed in equal share to my other 
          children.  In the event my spouse and children and
          their children do not survive me, the distribution of
          my residue property goes to:

    

13)    Disposition of remains (check one):

    
  Burial
            Cremation

14)    Names and addresses of witnesses:

    

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Revised: June 08, 2005