Will intake form 2026

1. Click ‘Get Form’ to open the Simple Will Intake Form in the editor.
2. Begin by filling out your personal information, including your name, address, phone numbers, marital status, and email address. Ensure all fields are completed accurately.
3. Next, provide your spouse’s information if applicable. If you are not married, list the names and addresses of individuals or organizations you wish to inherit your assets.
4. Indicate any marital history by answering whether you have ever divorced. Then proceed to list your dependents (children) along with their ages.
5. If applicable, specify guardianship preferences for minor children and any specific bequests you wish to make.
6. Decide if you want to disinherit anyone and provide their names if so. Also, select an executor for your will and an alternate executor if necessary.
7. Lastly, indicate any burial requests and express interest in a Power of Attorney or Living Will. Once completed, save the form.
8. Submit the form via fax, mail, or email as instructed at the end of the document.

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