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SIMPLE WILL INTAKE FORM PLEASE READ. In a Simple Will, except for specific bequests (see below), your entire estate will either go to your spouse, or to your children, if your spouse dies before you.

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How to fill out simple will intake form

01

Provide your personal details such as full name, address, and contact information

02

Indicate if you have children and their names

03

Specify who you want to inherit your assets and how you want them distributed

04

Name an executor to carry out your wishes

05

Consider adding any special instructions or wishes

Who needs simple will intake form?

01

Anyone who wants to create a simple will to ensure their assets are distributed according to their wishes

02

Individuals who want to designate guardianship for their children in case of their passing

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What is simple will intake form?

Simple will intake form is a document used to gather basic information about a person's assets, beneficiaries, and how they want their estate to be distributed after their death.

Who is required to file simple will intake form?

Anyone who wants to create a simple will or update an existing will may be required to fill out a simple will intake form.

How to fill out simple will intake form?

To fill out a simple will intake form, you will need to provide your personal information, details about your assets, information about your beneficiaries, and any specific instructions for the distribution of your estate.

What is the purpose of simple will intake form?

The purpose of the simple will intake form is to help individuals organize their estate planning wishes and provide important information for creating a will.

What information must be reported on simple will intake form?

Information such as personal details, asset details, beneficiary information, and estate distribution instructions must be reported on the simple will intake form.

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