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Last Will and Testament
Interview Sheet
* Required fields
Name *
E-mail Address *
Name *
Street Address *
City, State, Zip *
County *
Social Security Number *
Marital Status *
Single
Married
Divorced
Widow/Widower
If Married - Spouse Name
Name, Age and Social Sec of Children or other devisees or trust beneficiaries
Previous Marriage Info
Executrix/Executor
Alternate Executor
Alternate Executor
Bequest *
Minor Trustee (Name and Relationship)
Alternate Trustee (Name and Relationship)
Trust Beneficiaries
Distribution/Termination of Trust
Bypass Trust
Yes
No
Written Memorandum
Yes
No
Gift to Minors
YES
NO
NoContest
Yes
No
Guardian of minor children
Alternate Guardian
Community Property
Separate Property of Testator
Separate Property of Testatris
Separate Property of Testatris
Miscelleneous Provisions
General Power of Attorney
Yes
No
General Power of Attorney
Yes
No
Each Other
Agent - Name, Address, SSN, Phone Number
Durable Power of Attorney for Health Care
Yes
No
Durable Power of Attorney for Health Care
Yes
No
Agent - Name, Address, SSN, Phone Number
Directive to Physicians
Yes
No
Agent - Name, Address, SSN, Phone Number
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