Will Information List

WILL INFORMATION LIST

© Copyright 1991 through 2011
Douglas D. Germann, Sr., Professional Corporation All rights reserved.

In order to get you the best possible Will for the least cost, we ask that you set down your major wishes here, before we meet with you. That way, when we meet, we can get right to the heart of your questions and concerns.

    PLEASE PRINT your answers carefully, so we can do an accurate job for you. For ADDRESSES of people other than yourself, the name of the town is enough. Thank you for choosing us to help you with this important family project.  

  1. Your name, AS YOU WANT IT TO APPEAR in your Will:
  2. Address:

    City: State: Zip:

    Telephone: HOME: ( ) BUSINESS: ( ) FAX: ( )

    Social Security No.:

    Date of Birth:

    Your occupation:

  3. Your spouse’s name, as YOUR SPOUSE WANTS IT TO APPEAR in the Will:

    Your spouse’s Social Security No.:

    Your spouse’s date of birth:

    Your spouse’s occupation:

  4. Are you both U.S. Citizens? [__] Yes [__] No
  5. In which states have you lived while married?

  6. Do you own real estate in more than one state? If so, please list the states.

  7. Do you have a Will now? [__] Yes[__] No (If so, please bring a copy with you).

  8. A. Are you or your spouse currently taking any medication? [__] Yes[__] No
    Who is?

    B. Are you or your spouse under medical or psychiatric care? [__] Yes [__] No

    Who is?

     

  9. What is your biggest concern, or the main reason you want a Will?

  10. If you want to make special gifts to people who are not family members, or to charities (that is, this gift would be made BEFORE the family got anything), list them here:
    Person or Charity | City or Town | Description of Gift

  11. PERSONAL PROPERTY: Normally, personal property (such as furniture, dishes, silverware, appliances, and automobiles) is treated differently from the bulk of your property (real estate, bank accounts, stocks, etc.). The personal property is normally given to the spouse. If there is no surviving spouse, then it goes to the children.The children are given 60 days to decide how to divide it. If they can’t agree, then the Executor decides for them, but everybody gets property of equal value.Is this clause OK with you?

    [__] Yes [__] No

  12. BULK OF THE ESTATE: After the personal property gifts above are made, should your spouse get the other property (usually this is the bulk of the estate: real estate, savings, and other financial assets)? [__] Yes [__] No

  13. If no, who should get it?
  14. Person or Charity City or Town Description of Gift

  15. If the spouse doesn’t survive, should whatever is left go to your children?
    [__] Yes [__] No
  16. If no, who should get it?
  17. Person or Charity | City or Town | Description of Gift

  18. What way do you think is the best way for your heirs to get their inheritance?
  19. [__] Outright gifts to spend immediately: $ ______ or__%

    [__] Income: Amount_____ each_____.

    [__] Deferred Principal: $ _______ or ___% each____.

    [__] Should some receive it one way, and others in another way? [__] Yes [__] No

    [__] Special provisions (please list):

  20. What purposes should your gifts fulfill for your heirs (check all that apply)?
  21. [__] Management while too young.

    [__] Management while too old.

    [__] Budgeting help.

    [__] Education.

    [__] Money to simply enjoy.

    [__] Regular income.

    [__] Protection from creditors or ex-spouses or others.

    [__] Other (please list):

  22. If you don’t want to make outright gifts to children or others, would you prefer a Trustee to manage the money for these beneficiaries? [__] Yes [__] No (If no, skip to number 23)
  23. [TRUSTS:] Whom would you like to be the beneficiaries of your trust?
  24. Person or Charity | City or Town | Description of Gift

  25. [TRUSTS:] To what age or point in time should the money be held for your beneficiaries?

  26. [TRUSTS:] Would you prefer your beneficiaries to get their lump sum distribution:
  27. [__] all at once

    [__] in several partial distributions

    [__] no lump sums

  28. [TRUSTS:] While the money is in the trust, for what purposes would you like the funds used (check all you want)?
  29. [__] Health

    [__] Education

    [__] Maintenance and Support

    [__] Others (please describe):

  30. [TRUSTS:] What else, if anything do you want the Trustee to do?

  31. If your whole immediate family is wiped out, whom do you want to receive your estate?
  32. Person or Charity | Address | Description of Gift

  33. Whom would you like to be the guardian of your children?
  34. Person | Address

  35. Who should be their back-up guardian(s)?

  36. Do you want donate all or part of your body to science?
  37. [__] Yes [__] No (If no, skip to question 29)

  38. If yes, what gifts do you want to make?(Choose 1 or more).
  39. [__] Any useful parts

    [__] Eyes

    [__] Vital organs

    [__] Other (describe):

  40. If yes, what purposes can the gift be used for? (1 or all).
  41. [__] Transplantation and therapy

    [__] Research

    [__] Education

  42. Do you want a Power of Attorney? (This document will allow the person you select to manage your assets on your behalf, and make health care decisions for you, without having to go to Court to be appointed as guardian.)
  43. [__] Yes [__] No

    If yes: spouse/other

    Backup or secondary POA:

  44. Do you want Living Wills? (The Living Will is designed to prevent the use of extraordinary measures to keep you alive if a doctor has determined that you will die anyway. It is basically designed to prevent the use of “heroic” measures to keep you alive but at the same time requires that you be given food, water, and pain medication, so you can die a natural, dignified death).
  45. [__] Yes [__] No

  46. THE EXECUTOR: This is a big job, requiring a lot of work and decisions, particularly about financial matters. While we help the Executor with many of the details, it still requires his or her work, effort, and thought.
  47. It is not necessary to have your Executor be a resident of Indiana, but it does make the job easier on everybody (and quicker).

    Who should be your Executor? (Husband’s and Wife’s Wills don’t have to be the same)

    Husband’s Will: [__] Spouse [__] Other:

    Wife’s Will: [__] Spouse [__] Other:

  48. Who should be Executor if your spouse cannot serve?
  49. Person | City or Town

  50. Who should be back-up Executor?

  51. Is there anything else you would like to have in your Will?

  52. Please list your children below (Put an * by any who need special discussion):
  53. Name | Date of Birth | City or Town of residence | Single/Married/Divorced | Number of Children

  54. Do you have any special wishes? Any questions? Please mention them.

     

Douglas D. Germann, Sr., Professional Corporation P.O. Box 2796, South Bend, IN 46680-2796 telephone 574/291-0022; fax 574/291-0024 email 76066 [dot] 515 AT Compuserve [dot] com

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.