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LAST WILL AND TESTAMENT QUESTIONNAIRE - wpafb af 2026
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- Click ‘Get Form’ to open it in the editor.
- 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.
- Proceed to indicate your Citizenship status and State of Legal Residence. This helps establish your legal standing.
- Next, specify your Military Status and Marital Status. If married, provide your spouse’s Full Legal Name and their citizenship status.
- 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.
- 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.
- Identify Primary Beneficiaries by providing their Full Legal Names, Relationships, City & State, and % Distribution of assets.
- Repeat the process for First and Second Alternate Beneficiaries in case primary beneficiaries are unavailable.
- Complete sections on Per Capita vs. Per Stirpes preferences regarding children's inheritance and any special needs considerations.
- Designate an Executor or Personal Representative responsible for managing your estate after death by filling in their details.
- If applicable, set up Trusts for minor children and nominate a Guardian if necessary.
- Finally, indicate interest in Financial Powers of Attorney and Healthcare Directives as needed before saving your document.
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| Versions | Form popularity | Fillable & printable |
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| 2009 | 4 Satisfied (47 Votes) |
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