Wills: Informational Checklist

[Printer Friendly Page]

Note/Warning: You will not be able to print a Will through the Form Library until you have all the information required in the questionnaire. All data must be submitted before the Will can be compiled and available for printing. If any data is missing, the information will be stored and you can log in at another time to complete the missing information and then print the document.

The Will forms in the Form Library are basic Wills and do not require a lot of different information. Please familiarize yourself with the types of Wills available to be sure the form you select will meet your needs. If you would like a Will with other or more specific provisions to meet your individual circumstances and wishes, please call or email Cautela Corporation for further assistance.

The questionnaires for the Will forms will request that you provide:

1. Your full name, as the person who will execute the Will.

2. The full name of your spouse, if married.

3. The full names of your children, and your spouse’s children, if applicable.

4. The full name of the person you wish to act as your personal representative (executor) of your estate.

5. The full name of the person you wish to act as an alternate personal representative.

6. The full name of the person you wish to name as a second alternate personal representative, if any.

7. If you have a minor child or children, the full name of the person you wish to act as a guardian for your minor child or children, if both parents are deceased.

8. The full name of the person you wish to act as an alternate guardian for minor children, if applicable.

9.  The full name of a beneficiary (person or institution or charity) if you have no children.

10.  The name of the County in Arizona where you will execute your Will.


 

test