Full Legal Name
*
First Name
Last Name
Date of Birth
MM
DD
YYYY
Phone Number
(###)
###
####
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
County
Are you Married?
Spouse's full Legal name
First Name
Last Name
Address
If different from yours
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Do you and your spouse have a Prenuptial Agreement, which identifies and disposes of separate spousal property?
Do you have any children?
If your children are minors (under age 18) when you die, and if the other natural/adopted parent is not alive or for any reason cannot act as guardian, the court may appoint the person(s) you name to act as legal guardian(s) of your minor children. If you have sole custody, upon your death, the child's other natural or adopted parent will presumptively act as parent even if you provide for someone else to serve as a guardian in your Will. You should still name a guardian, however, in case the child's other natural or adopted parent dies before you; is unwilling to act as parent; cannot be located; or cannot act as guardian for any reason. If you wish to name a guardian for your child(ren), please name them here:
First Name
Last Name
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Relationship
Successor Guardian for Children: (if the person above is unable or unwilling to act as personal guardian, this person will act as guardian for your children.)
First Name
Last Name
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Relationship
Do you have Stepchildren?
Stepchildren are not considered 'children' for the purpose of estate distribution under the sate laws of Ohio. If you check yes below, we will provide a provision in your will to provide for step-children regardless of whether you are married to the step-child's parent or not at your death. If you check no, the stepchildren paragraph will not be included.
Beneficiaries are the people or entities named in a will or trust designated to inherit property. Do you want your spouse to get everything if they are still alive upon your death?
*See below about a Trust to set up special rules for distribution, and/or for minors
If one of your beneficiaries predeceases you, would you like their children to get their share? (I.e., if you leave everything to your children, and one predeceases you, would you like for their children -your grandchildren- to get their parents share?)
Any special instructions for distribution to the Beneficiaries: (For example: heirs must reach a certain age for receipt, or after they have full-time employment, etc.)
The Executor of your estate is the person responsible for carrying out your wishes as detailed in your will and closing out your affairs. This included items such as distributing assets to beneficiaries, paying off creditors, and filing final tax returns. Who would you wish to be the Executor of your estate?
First Name
Last Name
Executor Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Alternate Executor Name
First Name
Last Name
Alternate Executor Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Do you want the Executor to be required to post a bond?
Normally no if you trust them to not misappropriate estate property
If you want the powers of the Executor to be limited, state the limitation (For example, Can they sell Real Estate). Otherwise, they will have full authority to finalize the estate, settle all claims, and sell real property. (Proceeds go to the estate).
Do you have children, or named beneficiaries, under the age of 18?
Do you want to establish a Trust?
Who do you wish to be the Trustee?
First Name
Last Name
Trustee Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Alternate Trustee Name
First Name
Last Name
Alternate Trustee Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Please provide any additional information you would like to address:
