Will Intake Form

Will Intake

From all of us at Garrett, Walker, Aycoth & Olson, thank you for giving us the opportunity to help you with your Will. Please complete the form below so we can better assist you. Thank you.

Your Name *

Phone

Who are you trying to get documents drafted for? *

Myself

Someone Else

What is your relationship to the person who needs documents drafted?

What are you trying to accomplish with this consultation? *

Please be specific.

Have you previously executed a Last Will and Testament, Durable Power of Attorney, Health Care Power of Attorney, or Advance Directive (“Living Will”)? *

If so, please provide copies of the previously executed documents in the uploads section below

Yes

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Information Concerning Person We're Drafting Will For

Full Legal Name *

Name of Spouse (IF APPLICABLE)

Full Name of all known Biological or Adoptive Children

If any children are under the age of 18, please provide their date of birth. If any of your children have children, please list that information as well.

Full name(s) of Living Parents (IF APPLICABLE)

If you plan on leaving any property to anyone not related to you by blood, please provide that person’s name and their relationship to you.

Do you own any real property? If so, please provide the address(s).

Does your spouse own any real property? If so, please provide the address(s).

List any personal property of significant value or personal sentiment. This includes, but is not limited to, cars, boats, RVs, jewelry, collectibles, heirlooms. If any of said property is subject to a loan or lien, please specify. *

If you want to leave a specific piece of personal property to a specific person, please describe the property and who you would like to convey the property to.

Describe, in general terms, how you want your property devised in your will. *

Please list a copy of any bank accounts that you currently have an ownership interest in. Please identify the institution, the type of account, and whether there are any co-owner’s or POD interests on each account. *

Please identify any stocks, bonds, IRAs, or other intangible property that you own.

Identify who you would like to serve as your Guardian if you would lose capacity in the future.

Identify who you would like to appoint to be the Executor of your Last Will and Testament. This means the person you want to distribute the property conveyed in your will to the appropriate people.

Upload Previous Will or Any Other Documents You Think Would Be Beneficial to Drafting Your Documents

Further Documents

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