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MURRAY, PLUMB & MURRAY 75 Pearl Street P.O. Box 9785 Portland, Maine 041045085 (207) 7735651PERSONAL AND CONFIDENTIAL PROBATE QUESTIONNAIRE CLIENT: ___ DATE:___PROBATE QUESTIONNAIRENAME OF DECEDENT:

How to fill out last will and testament

How to fill out last will and testament

1. Gather all the necessary information and documents such as personal details, assets, and liabilities.
2. Choose an executor who will be responsible for carrying out your wishes.
3. Decide on the beneficiaries and specify how you want your assets to be distributed among them.
4. Include specific bequests for any sentimental or valuable possessions.
5. Appoint guardians for any minor children.
6. Specify any funeral or burial wishes.
7. Consult with a lawyer to draft the last will and testament document.
8. Review and revise the document periodically to reflect any changes in circumstances or wishes.
9. Sign the document in the presence of witnesses who are not beneficiaries.
10. Store the executed will in a safe place, such as with a lawyer or in a secure fireproof box.

Who needs last will and testament?

1. Anyone who wants to ensure that their assets are distributed according to their wishes after their death.
2. Parents with minor children who want to appoint guardians and provide for their financial security.
3. Individuals with valuable or sentimental possessions that they want to specifically bequeath to certain individuals.
4. People with complex financial situations, such as multiple properties or businesses, who want to ensure proper management and distribution of their assets.
5. Anyone who wants to minimize potential conflicts or disputes among family members or potential beneficiaries.
6. Individuals who want to specify their funeral or burial wishes.
7. People who want to have control over their healthcare decisions through a living will or healthcare proxy.

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What is last will and testament?

A last will and testament is a legal document that outlines a person's wishes regarding the distribution of their assets and the care of any minor children after their death.

Who is required to file last will and testament?

Typically, the executor or personal representative of the estate is required to file the last will and testament with the probate court.

How to fill out last will and testament?

To fill out a last will and testament, individuals should clearly state their identity, appoint an executor, detail their beneficiaries, specify the distribution of assets, and sign the document in accordance with state laws.

What is the purpose of last will and testament?

The purpose of a last will and testament is to provide clear instructions for the distribution of an individual's assets, minimize disputes among heirs, and ensure that personal wishes are honored after death.

What information must be reported on last will and testament?

A last will and testament must usually include the testator's name, the appointment of an executor, a list of beneficiaries, a description of the assets, and the testator's signature, along with witness signatures if required by state law.