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WILL PREPARATION WORKSHEET
Below is a handy worksheet to use to gather the preliminary information needed for creating a will. It is just a starting point. After you complete the form, print it and make an appointment with your lawyer, or use the information to create your own will.
The material presented on our web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice, you may wish to consult a competent attorney, tax advisor, or accountant.
What is your name?
Last
First
Middle
What is your spouse's name?
Last
First
Middle
What is your address?
Street
City
State
Zip
What is your business telephone number?
Telephone
What is your fax number?
Fax
What is your birth date?
Birth Date
What is your spouse's birth date?
Birth Date
What is your Social Security Number?
Social Security Number
What is your spouse's Social Security Number?
Social Security Number
All relatives who would share in your property if you had no will
Relative 1
Last Name
First Name
Middle Name
Birth Date
Relationship
Street
City
State
Zip
Relative 2
Last Name
First Name
Middle Name
Birth Date
Relationship
Street
City
State
Zip
Relative 3
Last Name
First Name
Middle Name
Birth Date
Relationship
Street
City
State
Zip
Which of the following item(s) do you have?
Safe Deposit
Box
Health Care
Proxy
Living Will
Power of
Attorney
What is the date and location of your old will?
Date of old
Will
Location of
old Will
Who do you want to act as Guardian/Trustee of your children?
Trustee
Last
First
Middle
Street
City
State
Zip
Who do you want to act as Executor?
Executor
Last
First
Middle
Street
City
State
Zip
Who do you want to act as alternate Executor?
Alternate
Executor
Last
First
Middle
Street
City
State
Zip
List all life insurance policies:
Policy 1
Company
Amount
Type
Beneficiary
Secondary
Policy 2
Company
Amount
Type
Beneficiary
Secondary
Policy 3
Company
Amount
Type
Beneficiary
Secondary
List bank accounts (individual and joint):
Bank
Account 1
Bank
Nature of
Approximate Balance
Names on Account
Bank
Account 2
Bank
Nature of
Approximate Balance
Names on Account
Bank
Account 3
Bank
Nature of
Approximate Balance
Names on Account
Real Estate (Individual and joint):
Real Estate 1
Brief Description
Value
Mortgage
Mortgage Holder
Real Estate 2
Brief Description
Value
Mortgage
Mortgage Holder
Real Estate 3
Brief Description
Value
Mortgage
Mortgage Holder
Stocks, Bonds, Mutual Funds (individual and joint):
Stocks,
Bonds,
Mutual Funds 1
Number of Shares
Class
Company
Value
Names on Account
Stocks,
Bonds,
Mutual Funds 2
Number of Shares
Class
Company
Value
Names on Account
Stocks,
Bonds,
Mutual Funds 3
Number of Shares
Class
Company
Value
Names on Account
Stocks,
Bonds,
Mutual Funds 4
Number of Shares
Class
Company
Value
Names on Account
Stocks,
Bonds,
Mutual Funds 5
Number of Shares
Class
Company
Value
Names on Account
Stocks,
Bonds,
Mutual Funds 6
Number of Shares
Class
Company
Value
Names on Account
Please indicate the place(s) where securities are kept:
List any other property you may own or in which you may have an interest, including business interest, notes or mortgages owed to you, auto, valuable jewelry, etc. If you wish to dispose of household furniture or personal belongings just list them below in the disposition section.
Do you reasonably expect to inherit any property or receive any substantial gifts or powers of appointment?
Yes No If yes, please explain briefly.
What disposition do you wish to make of your property?
Disposition 1
Name
Assets and Percentage
Relationship
Disposition 2
Name
Assets and Percentage
Relationship
Disposition 3
Name
Assets and Percentage
Relationship
Disposition 4
Name
Assets and Percentage
Relationship
Disposition 5
Name
Assets and Percentage
Relationship
Disposition 6
Name
Assets and Percentage
Relationship
Are there any other instructions or inquiries? Yes No
If yes, please explain briefly.

          
     
 
Long Term Financial Solutions LLC

2202 N. West Shore Blvd, Suite 200 | Tampa, FL 33607
Phone 813-288-4646
Fax 813-288-4647
 
 
This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.
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