Ceraul Law Offices - Will Builder

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.