Will Questionnaire v2 – Daniels Hand law

WILL QUESTIONNAIRE

Contact Name:*
First Last
Daytime Phone:*
Evening/Home Phone:
Email:*
Services you are interested in:
- Will
- Power of Attorney
- Health Care Power of Attorney
- Living Will
Full Name:
Prefix First Middle Last Suffix
Mailing Address:
Street Address Address Line 2 City State ZIP Code
Date of Birth:
MM slash DD slash YYYY
Social Security #:
What is the name of your primary beneficiary?
Are there any specific bequests?
Who do you name as executor?
Who do you name as an alternate executor?
Who is your secondary beneficiary?
If your primary & secondary beneficiary are not available, who is your alternate beneficiary?
Who do you name as guardian for your minor children?
Who do you name as alternate guardian for your minor children?
Who do you name as Trustee of the trust for your minor children/beneficiary?
When should the Trust end? (ages and/or events)
Any other questions and/or issues?

Daniels Hand Law
209 S. Academy Street
Cary, NC 27511
919.389.8294
[email protected]