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PATIENT HISTORY FORM Note: This is a confidential record and will be kept in your doctor s office. Information contained here will not be released to anyone without your authorization to do so. TODAY
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Start by gathering all the necessary personal information, such as full name, address, contact details, and social security number.
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Next, identify the assets and properties that will be included in the will. This can include real estate, bank accounts, investments, vehicles, and personal belongings.
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Specify who will inherit each asset or property by clearly identifying the beneficiaries. It's important to include their full names and relationships to you (e.g., spouse, children, siblings).
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Consider appointing an executor for your will. This person will be responsible for carrying out your instructions and ensuring that your wishes are fulfilled. Make sure to provide their contact information as well.
05
If you have minor children, it's crucial to name a guardian who will take care of them in the event of your passing. Provide the guardian's full name, relationship to the children, and contact details.
06
If you have any specific funeral or burial wishes, include them in your will. This can include preferences regarding ceremonies, burial locations, or even organ donation.
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Finally, review the information contained in the will and ensure that it accurately reflects your intentions. It's recommended to consult with a legal professional to ensure that your will is legally binding and covers all necessary aspects.

Who needs the information contained in this will:

01
Individuals who want to draft their own will and distribute their assets and properties according to their wishes.
02
People who want to name beneficiaries and ensure that their assets are transferred as intended after their passing.
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Individuals who wish to appoint an executor and a guardian for their minor children to ensure their well-being in case of their untimely demise.
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