Will Questionnaire

Will planning is the most common method of providing for your wishes upon death.  At Peck & Tuneski, P.C. we offer Will planning or the opportunity to discuss Trust planning as an advanced alternative.  Please feel free to ask for a consultation regarding the type of planning that may be most appropriate for you.  Our experienced attorneys would be happy to discuss your personal situation at a no cost consultation.  Our fees for the preparation of your Will depend on the complexity of it. Will planning fees with all other appropriate planning documents range from $850.00 for an individual, and can rise to an amount in the $2,000.00 range for a couple with significant planning needs. These fees are only estimates. Your final fee will depend on your specific circumstance, and will be discussed with you prior to completion of your Will. Please complete the entire Will Questionnaire, and submit it to us for a confidential review, and a fee quote. If you are a married couple submitting information for mirror image wills, each of you must complete the form. For duplicate information, please note that we should refer to your spouse's information, when completing the second questionnaire. We will contact you as soon as possible, to discuss your personal situation. Until we have informed you, in writing of our representation, you should not assume that our office has been retained to represent you. We look forward to working with you, and thank you for the opportunity.

In the event you think Trust planning may be a better alternative for you the link below provides a form that goes into much more detail about your potential estate situation.  Our experienced attorneys will review this form prior to your initial meeting to better understand your particular situation.  We will then discuss the various trust alternatives to properly transfer your wealth to your beneficiaries while protecting it from creditors and predators.  While Trust planning is typically more expensive to institute, it has many benefits including the ability to minimize the cost of Probate upon your death and provide protection for your heirs all of which is intended to protect your legacy in a manner you choose for your heirs and loved ones.

Estate Planning Worksheet(May take several minutes to load) or use the online form below.


Online Form:

Please complete every item on this form. If any item does not apply, enter N/A.

State your full name:
First Name MI Last Name
1a) State any other name by which you have been known:
1b) State your age and date of birth:
 
Age   Date of Birth
1c) Last 4 of digits SS#
1d) Sex: Male Female
1e) Employer:
2) I currently reside at:
2a) Telephone Numbers:
Residence
Work
2b) Email Address:
3) If you are married, state your spouse's full name:
First Name MI Last Name
3a) Spouse's Address:
3b) State your spouse's age:
4) If you have any children from your present marriage, state the following : (LIST ALL CHILDREN)
Name Son/Daughter DOB Address
5) If you have any children from a prior marriage and/or relationship, state the following: (LIST ALL CHILDREN)
Name Son/Daughter DOB Address
6) If your children are under age 18, state the full name, address and relationship, if any, of the person you wish to act as their Guardian and or their Trustee in the event of your death (if you are a single parent) or, in the case of the joint death of you and your spouse, if you are married. You should obtain the consent of that person before executing your Will. Also indicate successor Guardians and Trustees in the event the original choices are unable or unwilling to serve.

NOTE: A Guardian does not inherit any portion of your estate unless you so desire. If you are married, a Guardian will only be appointed under the terms of your Will if both yourself and your spouse are deceased.
6a) Guardian(s)
Name(s):
Relationship:
Address:
Telephone:
6b) Trustee(s)
Name(s):
Relationship:
Address:
Telephone:
6c) Successor Guardian(s)
Name(s):
Relationship:
Address:
Telephone:
6d) Successor Trustee(s)
Name(s):
Relationship:
Address:
Telephone:
7) Please give the following information:  
7a) Real Estate owned by you with others; please state how title is held ie. joint with rights of survivorship, tenants in common:
Approximate current market value of each parcel of real estate referenced above:
7b) Real Estate owned by you solely.
Approximate current market value of each parcel of real estate referenced above:
7c) Approximate value of all assets (such as bank accounts, stocks, bonds, mutual funds, real estate, etc.) which you own solely in your name.
7d) Approximate value of all assets (such as bank accounts, stocks, bonds, mutual funds, real estate, etc.) which you jointly own with another.
7e) Approximate amount of life insurance on your life. Specify name of Company and Beneficiary.
7f) Are you the beneficiary under any trust document(s)? If so, please state the nature of the trust and attach a copy of the trust.
8) What is the likelihood of a substantial inheritance in the near future?
9) Generally most married people provide that, upon their death, their property passes to the surviving spouse. If your spouse dies before you, you may elect: (PLEASE CHECK NEXT TO NUMBER (1) OR (2), WHICHEVER OPTION YOU PREFER)
1) That your property be divided in equal shares among all your living children. (Per Capita)
2) That your property be divided equally among all your children, living or deceased. The share of any deceased child will be distributed equally to his/her living children. (Per Stirpes)
   
9a) Most UNMARRIED persons WITH CHILDREN provide that upon their death, their property passes: (PLEASE CHECK NEXT TO NUMBER (1) OR (2), WHICHEVER OPTION YOU PREFER)
1) In equal shares to all living children (Per Capita), or
2) In equal shares to all your children, living or deceased. The share of the deceased child(ren) will be distributed equally to his/her living children. (Per Stirpes)
Note: The two most common ways to distribute an estate are defined as follows:
PER CAPITA: Your estate is distributed to all living children, if any child predeceases you, his or her share would go to the remaining surviving children, in equal shares.
PER STIRPES: In equal shares to all your children, living or deceased. The share of the deceased child(ren) will be distributed equally to his/her living children.
If my spouse and children do not survive me or if I have chosen to disinherit them, my property should pass as follows:.
9b) Distribution of Assets upon Death: Specific Bequests: List any specific items that you wish to be distributed to a specific beneficiary.
Beneficiary Town and State of Beneficiary Relationship Item
10) If you are UNMARRIED and presently have NO CHILDREN, list the names and addresses of the persons or organizations you wish to receive your property, or otherwise describe how you wish your property to be distributed.
11) State the full name and address of the person you wish to serve as Executor(trix) of your estate. In the event the Executor(trix) you appoint, declines or is unable to fulfill the position as Executor(trix), please elect a successor Executor(trix). You may appoint any individual or any state bank as your Executor(trix). Normally, you will wish to appoint someone who is capable of handling financial matters in an efficient manner.
EXECUTOR/EXECUTRIX
NAME:
ADDRESS:
TELPHONE NUMBER:
SUCCESSOR EXECUTOR/EXECUTRIX
NAME:
ADDRESS:
TELPHONE NUMBER:
12) Do you desire the Guardian (if any) and your Executor(trix) to serve without the necessity of obtaining a bond? Yes No
NOTE: Customarily, a Guardian and Executor(trix) serve without bond. If a Guardian or Executor(trix) serves with a bond, your estate will have to post the bond premium each year the bond is in effect.
13) If there is any additional information you feel would aid us in preparing your Will, please write in the space provided below or attach your separate notation
14) Do you currently have a Living Will or Power of Attorney in place? Yes  No
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