Powered by Ceraul Law Offices. This is a free guide to building your Will. It should in no way be construed as creating an attorney - client relationship. It is not a formal legal document, nor can it be considered a valid Last Will and Testament. This documentation needs to be placed in proper form, and duly executed, witnessed and notarized, to be valid. Please call for an appointment to raise questions, to finalize your Will, to discuss related legal issues, and to create a relationship.
Please note: Some fields may not apply and others are available for multiple entries. Please complete all applicable fields.
Personal Information
Your Name First Middle Last
(Please use full, legal name)
Your Spouse's Name First Middle Last
(Please use full, legal name)
       
Mailing Address Street    
 
  City State Zip code
 
       
Telephone / E-mail E-mail Primary Phone Secondary Phone
 
       
Occupation Your Occupation Spouse Occupation  
   
       
Birth Information Your Birth Place Spouse Birth Place  
   
  Your Birth Date Spouse Birth Date  
  // //  
       
Family

Please use the following box to list the full name and date of birth of all your children.

       
Family Relationship Please use the following box to list information about your children such as are they adopted, infirm, born out of wedlock or are your children from a previous relationship?
       
Marital Status
Current Marriage Date Location  
   
       
Previous Marriages

Please use the following box to list any previous marriages, dates, ex-spouses,

and children with ex-spouses.

 
       
Summary of Assets
Cash Amount General Location Cash Amount 2 General Location 2
       
Name on Account Bank Name Bank Account Number Amount
       
Name on Account Bank Name Bank Account Number Amount
       
Name on Account Bank Name Bank Account Number Amount
       
Life Insurance Carrier Life Insurance Account Number Life Insurance Value Beneficiary
       
Life Insurance Carrier Life Insurance Account Number Life Insurance Value Beneficiary
       
Life Insurance Carrier Life Insurance Account Number Life Insurance Value Beneficiary
       
Please list securities, pension plans, annuities, 401K or Roth IRA's
Fund Name Fund Account Number Fund Value Note
Fund Name Fund Account Number Fund Value Note
Fund Name Fund Account Number Fund Value Note
       
Real Estate
Residence [Home] Street
 
  City State Zip code
 
  Current market value Equity Mortgage
 
       
Property #2 Street
 
  City State Zip code
 
  Current market value Equity Mortgage
 
       
Property #3 Street
 
  City State Zip code
 
  Current market value Equity Mortgage
 
       
Other Properties

Please use the following box to list any other properties not listed above.

       
Ownership in Business
Business Name Percent of Ownership Business Type (Sole Proprietorship, Partnership, etc.)
     
Business Name Percent of Ownership Business Type (Sole Proprietorship, Partnership, etc.)
     
Other Businesses

Please use the following box to list any other businesses not listed above.

     
Other Assets
Item Name Value Location
     
Item Name Value Location
     
Item Name Value Location
     
Other Assets

Please use the following box to list any household furnishings, cars, boats, jewelry

and other personal belongings not listed above, including items of sentimental value.

Important Paperwork

Please use the following box to list location of safety deposit box and important papers

   
 Summary of Debts

Please use list any debts, such as loans, mortgages, guarantees, promissory notes, and amount owed and to whom

Name on Account Bank / Debtor Name Account Number Amount
       
Name on Account Bank / Debtor Name Account Number Amount
       
Name on Account Bank / Debtor Name Account Number Amount
       
Name on Account Bank / Debtor Name Account Number Amount
       
Other Debts

Please use the following box to list any other debts not listed above.

       
Outline of Beneficiaries
Please use the following box to list who you want cash requests to go and the amounts of each request. (e.g spouse, children, former spouse, children with former spouse, family relatives, friends, business associates, charitable organizations, educational or other institutions)
       

Please use the following box to outline your wishes on how your estate should be distributed in the event that you and your spouse are killed in a common disaster, (e.g. auto or plane crash).

       

Please use the following box to define how you want specific personal possessions distributed. Who should receive what? (describe the asset in detail)

       
Please use the following box to define alternative beneficiaries in case designated beneficiaries predecease you or cannot be located?
       

Please use the following box to define if you have any minor children or disabled children. Please list them and at what age you want each to have full access to their bequest?

       
Representatives of the Will
Executor Full Name Telephone Is aware and has agreed:
  Yes    No
  Street Address City, State, Zip code Relationship to you
 
       
Trustee Full Name Telephone Is aware and has agreed:
  Yes    No
  Street Address City, State, Zip code Relationship to you
 
       
Guardian Full Name Telephone Is aware and has agreed:
  Yes    No
  Street Address City, State, Zip code Relationship to you
 
       
Other Representatives

Please use the following box to list any other representatives not listed above.

       
Advisors
Advisor Full Name Telephone Company
 
  Street Address City, State, Zip code Type (Financial, Business, etc)
 
       
Other

Please use the following box to list any other advisors not listed above.

       
Document Management
Where do you want to leave the original copy of your Will? (Safety deposit box, or with Ceraul Law Offices)

Have you had a previous Will?

Yes    No

 If so, when was it signed? 

Where is it located?
When was it last reviewed?
       

Have you had a previous Will?

Yes    No

 If so, when was it signed? 

Where is it located?
When was it last reviewed?
       
Have you discussed your Will with a tax accountant and financial planner to make sure you have taken advantage of all the tax and estate planning strategies available? Yes    No
       
Bereavement Planning

Please use the following box to list any details on burial wishes and funeral service instructions.


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