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Will intake form 2026
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- Click ‘Get Form’ to open the Simple Will Intake Form in the editor.
- Begin by filling out your personal information, including your name, address, phone numbers, marital status, and email address. Ensure all fields are completed accurately.
- 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.
- Indicate any marital history by answering whether you have ever divorced. Then proceed to list your dependents (children) along with their ages.
- If applicable, specify guardianship preferences for minor children and any specific bequests you wish to make.
- 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.
- Lastly, indicate any burial requests and express interest in a Power of Attorney or Living Will. Once completed, save the form.
- Submit the form via fax, mail, or email as instructed at the end of the document.
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