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
Copies Given To
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