If you would like to have a Will drafted please state
who you would like as your:
Executor -
Alternate Executor -
Trustee for Minor Children -
Alternate Trustee for Minor Children -
Who do you want to leave your property to and if more
than one person
Do you feel that you have more than $1,000,000 net
worth?
If you would like to have a Health Care Durable Power
of Attorney drafted who do you want to be your:
Main health care decision maker and their address
in the event you cannot decide for yourself?
Alternate health care decision maker and their address?
If you would like to have a Business Matters Durable
Power of Attorney drafted who do you want to be your:
Main business matters decision maker and their address
in the event you cannot decide for yourself?
Alternate business decision maker and their address?
The name of the Deceased?
When did the Deceased die?
What was their County of residence?
What the total value of the Deceased’s estate
was when he/she died? $
If the Deceased died with any credit card or other
unsecured debt, other than regular household bills such as gas, electricity,
water, cable TV etc please state the amount?
If the Deceased died with any debts secured on home,
cars, furniture, fixtures or appliances, etc. please state the amount?
Do you have possession of the Last Will of the deceased?
Please state any other information you feel would
help us evaluate your matter:
How were you referred to us?
If a person referred you to us please state their
name:
