|
WILL INFORMATION SHEET Personal Information
Name: __________________________________________________________________ Address: _________________________________________________________________ Phone: Alternate Phone: ______________________________________________________ Social Security Number: ______________________________________________________ Spouse: __________________________________________________________________ Social Security Number: _______________________________________________________ Does your spouse reside at the same address? Yes____ No ____ Your Children (please list each child separately): 1. Name: __________________________________________________________________ Address: ___________________________________________________________________ Socail Security Number: ________________________________________________________ Date of Birth: _________________________________________________________________ Is this child a minor? Yes____ No ____
2. Name: __________________________________________________________________ Address: ___________________________________________________________________ Socail Security Number: ________________________________________________________ Date of Birth: _________________________________________________________________ Is this child a minor? Yes____ No ____
3. Name: __________________________________________________________________ Address: ___________________________________________________________________ Socail Security Number: ________________________________________________________ Date of Birth: _________________________________________________________________ Is this child a minor? Yes____ No ____
4. Name: __________________________________________________________________ Address: ___________________________________________________________________ Socail Security Number: ________________________________________________________ Date of Birth: _________________________________________________________________ Is this child a minor? Yes____ No ____ General Bequest: To whom do you wish to bequeath your estate? Please list your first choice and an alternative in the event your first choice predeceases you. 1. ___________________________________________________________________________________ 2. _________________________________________________________________________ Specific Bequests: This will allow you to bequeath specific items to specific people. (Please fill out this section only with specific gifts.) 1. _____________________________________________________________________________ 2. _____________________________________________________________________________ 3. _____________________________________________________________________________ 4. _____________________________________________________________________________ 5. _____________________________________________________________________________
Who do you wish to act as executor of your estate? 1st Choice Executor: Name: ____________________________________________________________________________ Address: __________________________________________________________________________ Relationship: _______________________________________________________________________
2nd Choice Executor: Name: ____________________________________________________________________________ Address: __________________________________________________________________________ Relationship: _______________________________________________________________________
3rd Choice Executor: Name: ____________________________________________________________________________ Address: __________________________________________________________________________ Relationship: _______________________________________________________________________ If you have minor children, please list your first three choices of guardians for the children. 1st Choice of Guardian: ______________________________________________________________ Name: ___________________________________________________________________________ Address: _________________________________________________________________________ Relationship to you: _________________________________________________________________ Can this person act as a trustee for this child? Yes____ No ____
2nd Choice of Guardian: ______________________________________________________________ Name: ___________________________________________________________________________ Address: _________________________________________________________________________ Relationship to you: _________________________________________________________________ Can this person act as a trustee for this child? Yes____ No ____
3rd Choice of Guardian: ______________________________________________________________ Name: ___________________________________________________________________________ Address: _________________________________________________________________________ Relationship to you: _________________________________________________________________ Can this person act as a trustee for this child? Yes____ No ____
After completion, return to: The Law Offices of Carroll & Hinojosa, PLLC 12702 Toepperwein Road, Suite 140 San Antonio, Texas 78233 Telephone (210) 650-9074 Facsimile (210) 650-3291 info@salawyer.com |
|
Toll free 888.553.8019 l info@salawyer.com |