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Kinlaw & Cunningham, LLC
Client Intake Forms
Greenville
864.509.6249
Home
Areas Of Practice
Our Attorneys
Blog
contact
Last Will and Testament Intake Questionnaire
Please fill out the following information as completely as possible.
Have you ever had a Will prepared before?
Yes
No
Testator’s Information
Do you estimate the total value of your estate to be more or less than two million dollars?
Are you Married?
Yes
No
please tell us about your spouse:
Spouse’s Information
Is this your first marriage?
Yes
No
If not, do you have children from prior marriage(s)?
Yes
No
Do you have children?
Yes
No
Please tell us about your children:
Children
Gender
Male
Female
Gender
Male
Female
Gender
Male
Female
Gender
Male
Female
Gender
Male
Female
Gender
Male
Female
Please describe how you want your estate to be distributed upon your death:
(e.g. “Everything to my spouse Becky, then to my children.” or “Everything to my siblings, John, Joe, and Steven in equal shares.” Or “Everything to my mother, Sylvia Jones.”)
Who do you want to name as the Personal Representative of your Estate?
An alternative Personal Representative?
Who do you want to be the Guardian of your children if they are under 18?
(Two persons may serve together as long as they are married)
An Alternative Guardian?
Who do you want to be the Trustees of the Contingent Trust if your children are under 18? (Optional)
An Alternative Trustee?
Power of Attorney (Optional)
This is a Separate Document and is Billed Differently. Requires New Agreement.
Who do you want to make decisions on your Power of Attorney? (Optional)
An alternative Agent?
Healthcare Directive (Optional) THIS IS ALSO A SEPARATE DOCUMENT
Do you want to be kept alive through artificial nutrition or hydration (feeding tubes)?
Do you want to be kept alive through artificial respiration?
Disclaimer: Completion and submission of this form does not confirm our acceptance as a client or the beginning of representation.
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