LAST WILL AND TESTAMENT WORKSHEET
CLIENT NAME:
ADDRESS:
WORK PHONE:  HOME PHONE:  
Marital Status:    [__] single     [__] widowed     [__] divorced    [__] married
SPOUSE’S NAME:
Dispose of all my property, real, personal and mixed to the following:
Full NameAddress, City, StateTelephoneRelationship
     
If _____________________________ shall predecease me, then to:
Full NameAddress, City, StateTelephoneRelationship
     
If _____________________________ shall predecease me, then to:
Full NameAddress, City, StateTelephoneRelationship
     
Specific bequests, not going to the main beneficiary:




EXECUTOR/PERSONAL REPRESENTATIVE
 Full NameAddress, City, State, Telephone
Personal Representative:    
  Relationship:  
First Alternate:    
  Relationship:  
Second Alternate:    
  Relationship:  
NAME AND AGE(S) OF CHILD/REN (Please indicate if adopted or stepchildren, or no children):
Full NameBirth DateAddress, City, StateRelationship
       
Full NameBirth DateAddress, City, StateRelationship
       
Full NameBirth DateAddress, City, StateRelationship
       
Full NameBirth DateAddress, City, StateRelationship
       
At what age do you wish your children to be deemed the age of majority?
(Please note that state law may supersede your decision)
 
GUARDIANSHIP
 Full NameAddress, City, StateTelephone
Guardian:      
  Relationship:  
Alternate:Full NameAddress, City, StateTelephone
       
  Relationship:  


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Copyright © Valerie M. Therrien
Attorney-at-Law, P.C.