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COMPLETION SERVICES QUESTIONNAIRE
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Please Complete All Applicable
Sections
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| Select Your County: |
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| Your Name: |
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| Address: |
City:
State:
Zip: |
| Phone: |
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| Fax: |
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| Your E-Mail: |
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| Date of
Birth: |
U.S. Citizen? Yes
No
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| Other Names: |
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| Gender: |
Male
Female
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| v
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Children and Date of Birth
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| Child One: |
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| Child Two: |
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| Child Three: |
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| Child Four: |
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| m
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Specific Property
Complete this section only if you have
specific property be left to a specific person. i.e. A diamond ring to
my sister.
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| Person to Receive: |
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| Property: |
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| Person to Receive: |
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| Property: |
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| Person to Receive: |
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| Property: |
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| Person to Receive: |
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| Property: |
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| k
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Executor - Personal Representative
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| Executor: |
This is the person who will be in
charge
of your estate and will probate your will, pay your bills and distribute
your estate based in your wishes. This will be your Spouse unless you name
someone else.
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| Alternate
Executor: |
This person will be in charge of
your estate if the first person you named cannot serve.
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| h
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Trustee and Guardian
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| Trustee
for minor Children: |
Your trustee will be in charge of
the estate you leave to your minor children. This will establishes
a trust for your minor children. If a trust were not established by you
for minor children then the court would name the person to handle the portion
of your estate you leave to minor children.
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| Alternate Trustee: |
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| Guardian
for minor Children: |
Your guardian will be in charge
of your children if a guardian is needed.
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| Age Trustee
to terminate trust: |
The trust is established to provide
that your trustee will manage your estate and make distributions to your
children based upon their needs until the children reach a certain age.
This blank is for the age of your children at which your trustee will distribute
the assets of the trust to your children outright. i.e. 21, 24, etc.
You decide the age at which you feel your children should be given your
estate.
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| n
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Property and Persons to Receive
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| General
Statement: |
Except for the specific property
provisions above, this Will leaves everything to your Spouse, or if you
spouse predeceases you, to your children. If you would like to specify
something different, please provide it here. Example: I do not want to
leave any property to a certain child, or I only want to leave x to a certain
child.
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| k
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Form Delivery Instructions
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| In what format would you desire
your completed Form? |
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| h
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Optional Items
(All remaining Items are Optional)
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| Name of
Cemetery: |
County:
State: |
| Names of
Witnesses: |
Witness One:
Witness Two:
If you know who will witness your
will, provide their names. If you do not know, leave this section blank.
Witnesses should not be related to you or a person you have named in your
will to receive any portion of your estate.
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| Describe Other Provisions desired
in Will, if any: |
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