LAST WILL AND TESTAMENT QUESTIONNAIRE - wpafb af 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your Full Legal Name, Gender, Address, and Email Address in the designated fields. Ensure accuracy as this information is crucial for your legal documentation.
3. Proceed to indicate your Citizenship status and State of Legal Residence. This helps establish your legal standing.
4. Next, specify your Military Status and Marital Status. If married, provide your spouse’s Full Legal Name and their citizenship status.
5. List any children you have along with their details such as Full Legal Name, Sex, Age, and Status. Indicate if you wish to treat adopted or stepchildren equally.
6. In the Assets section, detail all assets you plan to leave behind. Be sure to check if they total more than $1,000,000 for potential estate planning advice.
7. Identify Primary Beneficiaries by providing their Full Legal Names, Relationships, City & State, and % Distribution of assets.
8. Repeat the process for First and Second Alternate Beneficiaries in case primary beneficiaries are unavailable.
9. Complete sections on Per Capita vs. Per Stirpes preferences regarding children's inheritance and any special needs considerations.
10. Designate an Executor or Personal Representative responsible for managing your estate after death by filling in their details.
11. If applicable, set up Trusts for minor children and nominate a Guardian if necessary.
12. Finally, indicate interest in Financial Powers of Attorney and Healthcare Directives as needed before saving your document.

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