Client will questionnaire - Wessels & Dixon PC 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with the 'Client Info' section. Fill in your name, address, and contact details accurately. Ensure you include your Social Security number and date of birth for identification purposes.
3. Proceed to the 'Children' section. List each child’s name and indicate if they are under 18. Provide their addresses and emails as needed.
4. In the 'Property Guardian' section, specify who will manage finances for any minor children. Include both primary and alternate guardians.
5. Complete the 'Executor' section by naming your personal representative for estate management, along with an alternate.
6. Fill out the 'Beneficiary' section, detailing how you wish to distribute your estate among family members or charities.
7. Address any additional powers of attorney or healthcare directives as applicable, ensuring all agents are named clearly.
8. Finally, use the 'General Notes' section for any extra information that may be relevant to your will.

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