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FILLABLE INTAKE FORM Please answer all questions so that we may serve you better. Your personally identifying information will not be shared with any other outside agency or entity other than the
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How to fill out will not be shared

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To fill out the will, follow these steps:
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Start by gathering necessary information such as your personal details, assets, and beneficiaries.
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Determine if you want to draft the will yourself or seek the assistance of a lawyer.
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Create an inventory of your assets and decide how you want them distributed.
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Appoint an executor who will be responsible for carrying out your wishes.
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Clearly specify your beneficiaries and the assets they'll receive.
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Consider appointing guardians for any minor children.
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Review and revise your will periodically to ensure it reflects your current wishes.
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Sign and date the will in the presence of witnesses.
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Store the original will in a safe place and inform your loved ones of its location.
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Consider seeking legal advice to ensure that your will is valid and enforceable.

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Anyone who wishes to ensure that their assets are distributed according to their wishes after their death needs a will.
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