iLEAD LAW GROUP

艾利德律师事务所

(718) 939-9000 [email protected]

Manhattan: 99 Park Ave, Ste 830, New York, NY 10016 | Queens: 136-20 38th Ave, Ste 9J, Flushing, NY 11354
New Jersey: 560 Sylvan Ave, Ste 3160, Englewood Cliffs, NJ 07632

Will Preparation Questionnaire

Please complete all applicable sections. Use additional sheets if necessary.

I. Testator Information

Full Legal Name

Date of Birth

Last 4 Digits of SSN

Marital Status

Address

Phone Number

Email Address

II. Spouse Information

Spouse's Full Legal Name

Date of Birth

Do you wish to create a joint will?

Yes

III. Children Information

Full Name	Date of Birth	Relationship	Adult? (Y/N)	Special Needs? (Y/N)

IV. Distribution Wishes

Distribution to Spouse (describe percentage, specific assets, or conditions):

Distribution to Children (describe percentage, equal/unequal shares, conditions, or trusts):

Other Beneficiaries:

Beneficiary Name	Relationship	Distribution (Amount / Percentage / Description)

V. Specific Bequests

Item Description	Beneficiary	Relationship

VI. Residuary Estate

How would you like the remainder of your estate (residuary estate) to be distributed?

VII. Charitable Gifts

Organization Name	Amount or Percentage

VIII. Funeral Preferences

Preferred Arrangement:

Burial

Cremation

Other: _________________________

Special Requests or Instructions:

IX. Other Wishes or Instructions

Please describe any additional wishes, instructions, or information relevant to the preparation of your will:

I hereby affirm that the information provided above is true and accurate to the best of my knowledge.

Signature of Testator

Date

This form is for information gathering purposes only and does not constitute a legal document. Please consult with an attorney at iLEAD LAW GROUP for proper legal advice.