Greenville 864.509.6249

Last Will and Testament Intake Questionnaire

Please fill out the following information as completely as possible.

(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?
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)
Who do you want to be the Trustees of the Contingent Trust if your children are under 18? (Optional)
This is a Separate Document and is Billed Differently. Requires New Agreement.

Healthcare Directive (Optional) THIS IS ALSO A SEPARATE DOCUMENT
Disclaimer: Completion and submission of this form does not confirm our acceptance as a client or the beginning of representation.
13 + 12 =

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